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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 %
KHCM
2026
Kirtland Hills Capital Management
Ohio
$426K +$426K +10,809 New
CHP
2027
Cable Hill Partners
Oregon
$426K – – –
WWM
2028
Waterway Wealth Management
Texas
$425K +$28.4K +676 +7%
AA
2029
Apriem Advisors
California
$424K -$42.7K -1,017 -9%
CYG
2030
Clean Yield Group
Vermont
$424K – – –
SC
2031
Syon Capital
California
$424K -$395K -9,407 -48%
TWM
2032
TriaGen Wealth Management
California
$424K – – –
AFGAS
2033
Allegiance Financial Group Advisory Services
Virginia
$423K +$423K +10,075 New
MGAM
2034
McGowan Group Asset Management
Texas
$422K +$252 +6 +0.1%
SGK
2035
Steigerwald Gordon & Koch
Virginia
$422K -$25.1K -597 -6%
RCI
2036
RS Crum Inc
California
$422K – – –
KBG
2037
Kahn Brothers Group
New York
$421K -$142K -3,375 -25%
AOI
2038
Auto-Owners Insurance
Michigan
$421K – – –
HWA
2039
Heritage Wealth Advisors
Virginia
$419K -$4.53K -108 -1%
SWA
2040
Sax Wealth Advisors
New Jersey
$419K -$39.1K -933 -9%
NGA
2041
Naples Global Advisors
Florida
$418K +$19.5K +464 +5%
EWA
2042
Encompass Wealth Advisors
Oregon
$418K -$90.2K -2,149 -18%
LW
2043
Lauer Wealth
Indiana
$418K -$493K -12,286 -54%
SFG
2044
Socha Financial Group
New York
$417K +$12.1K +289 +3%
VAM
2045
Verity Asset Management
North Carolina
$416K +$8.18K +195 +2%
PFA
2046
Pure Financial Advisors
California
$416K -$127K -3,022 -23%
SMA
2047
Seven Mile Advisory
New Jersey
$416K +$25.7K +613 +7%
AWA
2048
Acorn Wealth Advisors
Michigan
$415K +$16.4K +391 +4%
FNC
2049
First National Corp
Massachusetts
$414K – – –
HC
2050
Hamilton Capital
Ohio
$413K +$413K +9,843 New
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