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Verizon
VZ

Overview Fund Activity

2,609 hedge funds and large institutions have $170B invested in Verizon in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,193 increasing their positions, 889 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,609
Holders Change
+214
Holders Change %
+8.94%
% of All Funds
51.52%
Holding in Top 10
192
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-15.42%
% of All Funds
3.79%
New
310
Increased
1,193
Reduced
889
Closed
60
Calls
$1.43B
Puts
$1.37B
Net Calls
+$65.3M
Net Calls Change
+$65.8M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$728M
2
AAMU
Amundi Asset Management US
Massachusetts
+$467M
3
Truist Financial
Truist Financial
North Carolina
+$359M
4
Goldman Sachs
Goldman Sachs
New York
+$321M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$224M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$573M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$362M
3
Citadel Advisors
Citadel Advisors
Florida
-$341M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$260M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
2476
Oberweis Asset Management
Illinois
$216K +$490 +8 +0.2%
NQWM
2477
Northwest Quadrant Wealth Management
Oregon
$215K -$60.4K -988 -22%
WP
2478
WealthShield Partners
North Carolina
$215K +$215K +3,508 New
LFG
2479
Larson Financial Group
Missouri
$214K -$44.8K -728 -17%
BEI
2480
Benjamin Edwards Inc
Missouri
$214K +$14.4K +234 +7%
ZF
2481
Zhang Financial
Michigan
$214K +$214K +3,481 New
CWM
2482
CCG Wealth Management
California
$213K -$25.6K -418 -11%
SSA
2483
South Street Advisors
New York
$213K – – –
CWM
2484
Cahaba Wealth Management
Georgia
$213K +$4.35K +71 +2%
SWM
2485
Shakespeare Wealth Management
Wisconsin
$210K -$16.1K -262 -7%
HIM
2486
Hanlon Investment Management
New Jersey
$210K +$210K +3,427 New
GGI
2487
Godsey & Gibb Inc
Virginia
$209K -$3.32K -54 -2%
AWA
2488
Alaska Wealth Advisors
Alaska
$209K +$209K +3,405 New
BFIC
2489
Bedell Frazier Investment Counselling
California
$208K – – –
PAS
2490
Professional Advisory Services
Florida
$207K -$8.61K -140 -4%
BFP
2491
Briaud Financial Planning
Texas
$204K +$204K +3,317 New
BSPF
2492
British Steel Pension Fund
United Kingdom
$199K – – –
CWM
2493
Cedar Wealth Management
California
$195K -$5.45K -89 -3%
SC
2494
Steph & Co
Wisconsin
$195K +$195K +3,175 New
BCM
2495
Blume Capital Management
California
$194K – – –
Credit Agricole
2496
Credit Agricole
France
$187K – – –
TWP
2497
TFO Wealth Partners
Ohio
$187K +$187K +3,047 New
TFA
2498
Tobias Financial Advisors
Florida
$185K +$185K +3,018 New
HIM
2499
Hillsdale Investment Management
Ontario, Canada
$183K – – –
BCM
2500
Brooktree Capital Management
Michigan
$180K +$180K +2,924 New
98 99
100
101 102