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2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,8632,887 (+24)

0.07% less ownership

Funds ownership: 62.83%62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
1676
Enterprise Financial Services Corp (EFSC)
Missouri
$788K -$22.9K -569 -3%
LA
1677
Legacy Advisors
Pennsylvania
$788K +$19.7K +488 +3%
AA
1678
Advisory Alpha
Michigan
$784K -$108K -2,692 -12%
SOS
1679
Silver Oak Securities
Tennessee
$782K +$3.55K +88 +0.5%
VCM
1680
Virtue Capital Management
Tennessee
$782K -$35.7K -886 -4%
IAMOG
1681
Investors Asset Management of Georgia
Georgia
$782K +$14.3K +356 +2%
PWM
1682
Proathlete Wealth Management
Florida
$779K +$7.25K +180 +1%
ACM
1683
Advance Capital Management
Michigan
$776K +$35.7K +886 +5%
LI
1684
LRI Investments
Florida
$775K +$167K +4,143 +28%
PFT
1685
Providence First Trust
Arizona
$772K
KJWM
1686
Kiley Juergens Wealth Management
Washington
$769K +$25.5K +632 +4%
WEG
1687
World Equity Group
Illinois
$768K -$12.9K -320 -2%
CAC
1688
Certified Advisory Corp
Florida
$767K -$7.9K -196 -1%
CWM
1689
Chesapeake Wealth Management
Virginia
$766K -$98.5K -2,444 -12%
LBC
1690
Lowe Brockenbrough & Co
Virginia
$766K
FNT
1691
First Nebraska Trust
Nebraska
$763K -$1.41K -35 -0.2%
RPCONE
1692
Retirement Planning Company of New England
Rhode Island
$761K +$142K +3,531 +24%
PP
1693
Paloma Partners
Connecticut
$760K -$1.45M -35,942 -66%
PCM
1694
Poehling Capital Management
Wisconsin
$759K -$91.7K -2,274 -11%
MIM
1695
MTM Investment Management
South Carolina
$759K -$14.9K -370 -2%
MS
1696
Maven Securities
Jersey
$758K -$408K -10,117 -35%
MIC
1697
Means Investment Company
Maine
$755K -$23.4K -581 -3%
TA
1698
TFG Advisers
Michigan
$755K +$55.2K +1,369 +8%
JE
1699
JMAC Enterprises
Pennsylvania
$755K -$70.6K -1,752 -9%
CAS
1700
CTC Alternative Strategies
Illinois
$754K +$737K +18,293 New

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.