2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
2151
SOL Capital Management
Maryland
$343K -$75.1K -1,992 -18%
PWP
2152
Precedent Wealth Partners
Texas
$343K +$343K +9,097 New
S
2153
Sachetta
Massachusetts
$343K +$343K +9,093 New
HEIP
2154
Hudson Edge Investment Partners
New Jersey
$342K
CB
2155
Centennial Bank
Arkansas
$342K -$257K -6,812 -43%
CCM
2156
Check Capital Management
California
$341K -$980 -26 -0.3%
PPWM
2157
Paragon Private Wealth Management
Kentucky
$341K +$452 +12 +0.1%
CJFS
2158
Coulter & Justus Financial Services
Tennessee
$341K +$490 +13 +0.1%
FFO
2159
Fiduciary Family Office
Florida
$340K +$340K +9,026 New
EWA
2160
ERTS Wealth Advisors
Michigan
$339K -$11.1K -294 -3%
QIM
2161
Quest Investment Management
Oregon
$339K -$7.54K -200 -2%
EFG
2162
Ethos Financial Group
Pennsylvania
$339K -$374K -9,903 -52%
GCA
2163
Guardian Capital Advisors
Ontario, Canada
$338K -$18.6K -464 -5%
NCM
2164
Narwhal Capital Management
Georgia
$338K -$138K -3,649 -29%
MF
2165
Meridian Financial
Massachusetts
$338K -$5.39K -143 -2%
WF
2166
Wayfinding Financial
Washington
$338K +$46K +1,222 +16%
TWM
2167
Triton Wealth Management
Arizona
$337K -$32.5K -823 -9%
CIAS
2168
CFS Investment Advisory Services
New Jersey
$336K -$107K -2,837 -24%
TCOK
2169
Trust Company of Kansas
Kansas
$336K
SIC
2170
Sterling Investment Counsel
New York
$336K +$13.9K +370 +4%
COCM
2171
Charter Oak Capital Management
New Hampshire
$335K -$37.7K -999 -10%
MTWM
2172
Masso Torrence Wealth Management
New Jersey
$335K +$54.7K +1,452 +20%
SL
2173
Sentry LLC
Tennessee
$334K -$45.3K -1,202 -12%
AWG
2174
Altus Wealth Group
Colorado
$334K -$34.7K -920 -9%
AHL
2175
Abel Hall LLC
Louisiana
$333K +$333K +8,837 New