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Verizon
VZ

Overview Fund Activity

2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$530M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$420M
3
Citadel Advisors
Citadel Advisors
Florida
+$262M
4
Bank of America
Bank of America
North Carolina
+$229M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.33B
2
BlackRock
BlackRock
New York
-$280M
3
Swedbank
Swedbank
Sweden
-$223M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
5
DZ Bank
DZ Bank
Germany
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
1876
Hyperion Partners
Pennsylvania
$536K -$11.7K -280 -2%
W
1877
Wealthquest
Ohio
$536K -$26.1K -623 -5%
EWA
1878
EverSource Wealth Advisors
Alabama
$536K +$223K +5,634 +71%
S
1879
Sunpointe
Missouri
$535K +$19.6K +468 +4%
CFSG
1880
Community Financial Services Group
Vermont
$535K +$535K +12,747 New
FCIM
1881
Fairview Capital Investment Management
California
$533K – – –
TL
1882
Tradewinds LLC
North Carolina
$533K +$533K +12,694 New
CIM
1883
CIM Investment Management
Pennsylvania
$532K – – –
IIA
1884
Integral Investment Advisors
California
$532K +$532K +12,808 New
DG
1885
DMC Group
Alabama
$531K -$7.89K -188 -1%
WA
1886
Wealth Architects
California
$531K -$378 -9 -0.1%
KIC
1887
Kensington Investment Counsel
California
$531K -$64.7K -1,542 -11%
SCM
1888
Stonehearth Capital Management
Massachusetts
$530K +$8.73K +208 +2%
TT
1889
TI-Trust
Illinois
$530K – – –
MA
1890
MCF Advisors
Kentucky
$530K +$13.9K +332 +3%
WCM
1891
Washington Capital Management
Washington
$529K -$35.1K -835 -6%
SMA
1892
Sage Mountain Advisors
Georgia
$526K +$274K +6,540 +109%
SWM
1893
Sugarloaf Wealth Management
Georgia
$526K -$113K -2,691 -18%
WAG
1894
Windsor Advisory Group
Ohio
$526K +$22K +524 +4%
WDG
1895
Wealth Dimensions Group
Ohio
$525K +$1.85K +44 +0.4%
PWP
1896
Phillips Wealth Planners
Mississippi
$523K +$151K +3,804 +41%
SAF
1897
Smith Anglin Financial
Texas
$523K -$75.4K -1,798 -13%
KNW
1898
Kesler Norman & Wride
Utah
$523K -$664K -15,822 -56%
ESB
1899
Essex Savings Bank
Connecticut
$523K – – –
SCA
1900
SMH Capital Advisors
Texas
$522K -$5.08K -121 -1%
74 75
76
77 78