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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 %
SFP
1901
Sweet Financial Partners
Minnesota
$522K +$9.95K +237 +2%
EAM
1902
Empirical Asset Management
Massachusetts
$521K +$521K +16,637 New
SFWC
1903
Strategic Family Wealth Counselors
New Jersey
$521K -$30.3K -723 -6%
CNBTD
1904
Citizens National Bank Trust Department
Mississippi
$521K -$29.4K -700 -5%
TCM
1905
Tributary Capital Management
Nebraska
$520K -$8.39K -200 -2%
IWA
1906
Invera Wealth Advisors
Oregon
$519K +$233K +5,814 +82%
PGF
1907
Plan Group Financial
Oklahoma
$518K +$518K +12,336 New
BCFD
1908
Boit C.F. David
$517K – – –
SJIM
1909
St. Johns Investment Management
Florida
$517K +$30.4K +724 +6%
SIS
1910
Sound Income Strategies
Florida
$517K -$21.7K -518 -4%
BHIA
1911
Birch Hill Investment Advisors
Massachusetts
$517K -$22.2K -528 -4%
FPWM
1912
FSB Premier Wealth Management
Iowa
$516K +$3.15K +75 +0.6%
I2I
1913
Insight 2811 Inc
Illinois
$516K +$8.39K +200 +2%
AWS
1914
Aspen Wealth Strategies
Colorado
$516K +$89.3K +2,128 +21%
FI
1915
Financial Insights
Washington
$515K -$55.8K -1,329 -10%
NRG
1916
Nemes Rush Group
Michigan
$514K -$24.1K -575 -4%
MAG
1917
MRA Advisory Group
New Jersey
$514K +$104K +2,473 +25%
APW
1918
Aurora Private Wealth
New Jersey
$513K -$11.8K -280 -2%
RB
1919
Renasant Bank
Mississippi
$513K -$118K -2,813 -19%
CCG
1920
Catalina Capital Group
California
$511K +$511K +12,189 New
PWM
1921
PBMares Wealth Management
Virginia
$511K -$17.2K -411 -3%
PAG
1922
Powers Advisory Group
Illinois
$511K +$26.5K +632 +5%
CGA
1923
Crescent Grove Advisors
Illinois
$510K +$31.1K +741 +6%
9WM
1924
9258 Wealth Management
Ohio
$507K +$107K +2,561 +27%
SMWM
1925
Silvia McColl Wealth Management
California
$507K -$20.1K -495 -4%
75 76
77
78 79