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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 %
SCI
1926
Silver Coast Investments
United States
$506K -$13.8K -330 -3%
CFG
1927
Cooper Financial Group
California
$506K +$19K +452 +4%
CA
1928
Cresta Advisors
Texas
$505K +$797 +19 +0.2%
CWG
1929
Cornerstone Wealth Group
North Carolina
$505K +$93.5K +2,228 +23%
PWM
1930
Prentice Wealth Management
New York
$504K +$34.1K +812 +7%
CL
1931
COWA LLC
Oklahoma
$504K +$671 +16 +0.1%
DBIA
1932
Dumont & Blake Investment Advisors
New Jersey
$503K -$21.3K -508 -4%
WP
1933
Westmount Partners
California
$503K -$19.3K -459 -4%
AF
1934
Apexium Financial
Texas
$503K -$533K -12,692 -51%
IWA
1935
IVC Wealth Advisors
Pennsylvania
$502K -$215K -5,121 -30%
FA
1936
Faithward Advisors
Pennsylvania
$501K +$173K +4,122 +53%
VHAM
1937
Van Hulzen Asset Management
California
$500K -$224K -5,328 -31%
SFC
1938
Sprinkle Financial Consultants
Colorado
$499K – – –
CHAM
1939
Clear Harbor Asset Management
Connecticut
$498K -$10.6K -253 -2%
DDC
1940
DF Dent & Co
Maryland
$498K +$130K +3,088 +35%
WTFG
1941
Wells Trecaso Financial Group
Ohio
$498K +$2.56K +61 +0.5%
EWM
1942
Empirical Wealth Management
Washington
$497K +$18.1K +432 +4%
LC
1943
LCNB Corp
Ohio
$496K -$1.22K -29 -0.2%
BFG
1944
Berger Financial Group
Minnesota
$496K +$73.1K +1,743 +17%
WMP
1945
Wealth Management Partners
Arizona
$490K -$42.3K -1,009 -8%
KWM
1946
Kolinsky Wealth Management
New Jersey
$489K -$11.4K -272 -2%
SFG
1947
Sovereign Financial Group
Connecticut
$488K +$147K +3,515 +43%
AAG
1948
Accordant Advisory Group
Maryland
$488K +$488K +11,624 New
JPMIA
1949
J.P. Marvel Investment Advisors
Massachusetts
$487K +$20.5K +488 +4%
DOA
1950
D'Orazio & Associates
Virginia
$486K +$213K +5,081 +78%
76 77
78
79 80