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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 %
DFA
2101
Delta Financial Advisors
Louisiana
$385K -$2.64K -63 -0.7%
LWM
2102
LongView Wealth Management
Georgia
$384K -$7.22K -172 -2%
WF
2103
Wayfinding Financial
Washington
$383K +$29.1K +739 +8%
AHL
2104
Abel Hall LLC
Louisiana
$382K +$11.7K +278 +3%
VA
2105
Verdad Advisers
Massachusetts
$382K +$382K +9,109 New
BFO
2106
Biltmore Family Office
North Carolina
$382K -$13.7K -326 -3%
CT
2107
Coastline Trust
Rhode Island
$382K -$10.4K -248 -3%
ATFA
2108
All Terrain Financial Advisors
Minnesota
$381K -$28.8K -687 -7%
PWM
2109
Paulson Wealth Management
Illinois
$379K -$70K -1,667 -16%
GIM
2110
Groesbeck Investment Management
New Jersey
$379K +$379K +9,040 New
VAG
2111
VisionPoint Advisory Group
Texas
$378K -$13.4K -319 -3%
VFPI
2112
Vantage Financial Partners (Illinois)
Illinois
$378K -$109K -2,600 -22%
QIM
2113
Quest Investment Management
Oregon
$378K – – –
RRA
2114
Round Rock Advisors
Connecticut
$377K -$6.97K -166 -2%
LWCFA
2115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$377K +$30.9K +800 +9%
CAWM
2116
Capital Advisors Wealth Management
Washington
$377K +$111K +2,635 +42%
DWA
2117
Delap Wealth Advisory
Oregon
$376K +$376K +8,966 New
CIAS
2118
CFS Investment Advisory Services
New Jersey
$376K +$2.85K +68 +0.8%
MAWCM
2119
Mine & Arao Wealth Creation & Management
California
$376K -$9.06K -216 -2%
CFS
2120
CRA Financial Services
New Jersey
$375K -$23.1K -550 -6%
MLFP
2121
MPS Loria Financial Planners
Illinois
$375K -$33.3K -793 -8%
SIC
2122
Sterling Investment Counsel
New York
$375K +$923 +22 +0.2%
CB
2123
Centennial Bank
Arkansas
$375K -$5.62K -134 -1%
NL
2124
Navalign LLC
California
$374K -$39.8K -949 -10%
AWG
2125
Altus Wealth Group
Colorado
$374K +$2.64K +63 +0.7%
83 84
85
86 87