2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
1701
Parkside Financial Bank & Trust
Missouri
$673K +$117K +3,110 +21%
DFG
1702
Demars Financial Group
Washington
$673K -$153K -4,070 -19%
CAMG
1703
CWA Asset Management Group
Florida
$673K +$106K +2,808 +19%
PWPS
1704
Pinnacle Wealth Planning Services
Ohio
$670K +$157K +4,167 +31%
FIM
1705
Fruth Investment Management
Texas
$669K
ROTUOC
1706
Regents of the University of California
California
$669K
EIM
1707
Essex Investment Management
Massachusetts
$668K -$95K -2,521 -12%
PL
1708
Plancorp LLC
Missouri
$668K +$48.6K +1,290 +8%
CFP
1709
Catalyst Financial Partners
Massachusetts
$667K +$1.73K +46 +0.3%
FB
1710
First Bancorp
Maine
$664K +$56.2K +1,491 +9%
SAM
1711
Smartleaf Asset Management
Massachusetts
$664K +$664K +18,071 New
SSG
1712
Summit Securities Group
New York
$664K +$151K +4,000 +29%
CFA
1713
CWS Financial Advisors
Michigan
$663K +$7.09K +188 +1%
TCM
1714
Triumph Capital Management
Colorado
$662K -$1.43M -37,966 -68%
KIG
1715
Kowal Investment Group
Wisconsin
$661K -$28.3K -751 -4%
RW
1716
Rede Wealth
Virginia
$661K
AWE
1717
Avidian Wealth Enterprises
Texas
$659K -$106K -2,808 -14%
GIS
1718
Grayhawk Investment Strategies
Alberta, Canada
$658K +$658K +17,459 New
RCM
1719
RB Capital Management
Nevada
$656K -$37.7K -1,001 -5%
CA
1720
CoreCap Advisors
Michigan
$655K -$23.7K -629 -3%
HFRG
1721
Houlihan Financial Resource Group
Virginia
$653K -$190K -5,027 -22%
GCM
1722
Gibraltar Capital Management
Oklahoma
$652K +$652K +17,286 New
VHAM
1723
Van Hulzen Asset Management
California
$650K +$109K +2,902 +20%
TWM
1724
Trueblood Wealth Management
Ohio
$648K +$648K +17,182 New
SIC
1725
Samalin Investment Counsel
New York
$648K +$45.6K +1,209 +8%