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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 %
RFA
2376
Register Financial Advisors
Georgia
$269K +$269K +6,412 New
SWK
2377
Stephen W. Kidder
$269K -$21.2K -506 -7%
SP
2378
Successful Portfolios
Florida
$268K -$77.4K -1,844 -22%
FFO
2379
Fiduciary Family Office
Florida
$268K -$110K -2,633 -29%
RCWM
2380
Royal Capital Wealth Management
Indiana
$268K -$11.4K -272 -4%
MSFP
2381
Mark Sheptoff Financial Planning
Connecticut
$268K +$191K +4,550 +249%
FG
2382
Foster Group
Iowa
$267K +$267K +6,355 New
EGA
2383
E&G Advisors
Texas
$267K -$8.39K -200 -3%
AWM
2384
Aberdeen Wealth Management
Illinois
$267K -$4.2K -100 -2%
EWM
2385
Executive Wealth Management
Michigan
$266K -$6.81K -161 -2%
BONST
2386
Bank of Nova Scotia Trust
Ontario, Canada
$266K -$3.32K -79 -1%
BFM
2387
Boothbay Fund Management
New York
$266K -$1.14M -27,155 -81%
TIM
2388
Total Investment Management
Arizona
$266K +$1.93K +46 +0.7%
SIM
2389
Stratos Investment Management
Ohio
$266K -$302K -7,192 -53%
MSCM
2390
McElhenny Sheffield Capital Management
Texas
$265K +$671 +16 +0.3%
CSIA
2391
Charles Schwab Investment Advisory
California
$264K +$264K +6,302 New
DCBT
2392
Dakota Community Bank & Trust
North Dakota
$264K -$1.22K -29 -0.5%
BIM
2393
Baldwin Investment Management
Pennsylvania
$264K -$671 -16 -0.3%
WAG
2394
Winthrop Advisory Group
Massachusetts
$262K -$336 -8 -0.1%
BMM
2395
Buffington Mohr McNeal
Idaho
$261K -$38.8K -925 -13%
SCA
2396
Scott Capital Advisors
Oregon
$261K -$4.66K -114 -2%
GWA
2397
Gratus Wealth Advisors
Virginia
$260K +$260K +6,489 New
CBT
2398
CoreFirst Bank & Trust
Kansas
$260K -$95.5K -2,277 -27%
VCM
2399
Versant Capital Management
Arizona
$260K -$881 -21 -0.3%
PIWA
2400
Prevail Innovative Wealth Advisors
Kansas
$259K -$42.9K -1,023 -14%
94 95
96
97 98