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Verizon
VZ

Overview Fund Activity

2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.36B
2
Charles Schwab
Charles Schwab
California
+$477M
3
Morgan Stanley
Morgan Stanley
New York
+$472M
4
BlackRock
BlackRock
New York
+$465M
5
State Street
State Street
Massachusetts
+$407M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.33B
2
Parnassus Investments
Parnassus Investments
California
-$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$492M
4
Bank of America
Bank of America
North Carolina
-$351M
5
Capital International Investors
Capital International Investors
California
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
1676
L.J. Altfest & Co
New York
$817K -$157K -3,993 -16%
WP
1677
Wedgewood Partners
Missouri
$817K -$98.4K -2,500 -11%
SWP
1678
Strategic Wealth Partners
Ohio
$816K -$1.48M -37,650 -65%
FA
1679
Fagan Associates
New York
$813K -$30.5K -775 -4%
LNB
1680
Ledyard National Bank
$811K -$4.78M -121,377 -85%
RWA
1681
Ropes Wealth Advisors
Massachusetts
$809K -$450K -11,419 -36%
PCM
1682
Piedmont Capital Management
Montana
$808K -$86.7K -2,202 -10%
CS
1683
Capital Square
Tennessee
$808K -$55.5K -1,409 -6%
DA
1684
Denali Advisors
California
$808K +$126K +3,200 +18%
CWP
1685
CFM Wealth Partners
Texas
$804K -$303K -7,687 -27%
WA
1686
Waverly Advisors
Alabama
$802K +$211K +5,358 +36%
SFS
1687
Solitude Financial Services
Virginia
$802K +$40.2K +1,020 +5%
WI
1688
Wedgewood Investors
Pennsylvania
$801K -$90.6K -2,300 -10%
MLA
1689
My Legacy Advisors
Oregon
$800K +$50.3K +1,212 +7%
TC
1690
Toews Corporation
New Jersey
$800K -$339K -8,600 -30%
MVA
1691
Mount Vernon Associates
Maryland
$799K -$11.8K -300 -1%
PG
1692
Patten Group
Tennessee
$796K -$456K -11,586 -36%
IAMOG
1693
Investors Asset Management of Georgia
Georgia
$792K -$15.5K -394 -2%
SIA
1694
Schechter Investment Advisors
Michigan
$791K -$31.3K -794 -4%
GCC
1695
Game Creek Capital
Massachusetts
$788K +$197K +5,000 +33%
BI
1696
Ballast Inc
Kentucky
$786K +$4.61K +117 +0.6%
RIA
1697
Richwood Investment Advisors
Ohio
$786K -$104K -2,640 -12%
WMS
1698
Wealth Management Solutions
Pennsylvania
$786K +$39K +989 +5%
ADMI
1699
Albert D. Mason Inc
Massachusetts
$785K +$6.89K +175 +0.9%
MWM
1700
Massachusetts Wealth Management
Massachusetts
$784K +$784K +18,870 New
66 67
68
69 70