VZ icon

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 %
OPA
2076
Old Port Advisors
Maine
$399K -$32.5K -774 -8%
PGWM
2077
Pitti Group Wealth Management
New York
$398K -$1.57K -39 -0.4%
CG
2078
CFO4Life Group
Texas
$397K +$13.1K +313 +3%
RVPG
2079
Relative Value Partners Group
$397K -$551 -13 -0.1%
SFB
2080
STAR Financial Bank
Indiana
$396K +$13.5K +321 +4%
UF
2081
Univest Financial
Pennsylvania
$396K +$2.48K +59 +0.6%
PAA
2082
Peregrine Asset Advisers
Oregon
$395K -$6.33M -150,920 -94%
SF
2083
Slagle Financial
Illinois
$394K -$480K -11,429 -55%
NAMNJ
2084
NorthStar Asset Management (New Jersey)
New Jersey
$393K +$91.3K +2,176 +30%
HWA
2085
HCR Wealth Advisors
California
$392K -$6.34K -151 -2%
BWA
2086
Blodgett Wealth Advisors
California
$392K -$43.7K -1,041 -10%
CAM
2087
Concorde Asset Management
Michigan
$392K +$18.7K +446 +5%
SPC
2088
Spirepoint Private Client
Florida
$391K +$391K +9,325 New
GCA
2089
Genesee Capital Advisors
New York
$390K -$24.6K -587 -6%
SWM
2090
Selective Wealth Management
Virginia
$389K +$3.81K +94 +1%
CBFP
2091
Cedar Brook Financial Partners
Ohio
$389K -$29.7K -708 -7%
EWG
2092
Executive Wealth Group
Washington
$389K +$389K +9,381 New
PPWM
2093
Paragon Private Wealth Management
Kentucky
$389K +$9.27K +221 +2%
RWA
2094
Redmont Wealth Advisors
Illinois
$388K – – –
SPWM
2095
Schrum Private Wealth Management
Florida
$388K +$126K +3,014 +48%
AIM
2096
Alhambra Investment Management
Florida
$387K -$36.1K -861 -9%
SCM
2097
SOL Capital Management
Maryland
$386K +$4.19K +100 +1%
TW
2098
TritonPoint Wealth
Maryland
$386K -$149K -3,067 -28%
BIAS
2099
Beacon Investment Advisory Services
New Jersey
$386K -$25.5K -607 -6%
BFM
2100
Boston Financial Management
Massachusetts
$385K +$53.6K +1,278 +16%
82 83
84
85 86