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Verizon
VZ

Overview Fund Activity

2,611 hedge funds and large institutions have $151B invested in Verizon in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,279 increasing their positions, 973 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,611
Holders Change
+48
Holders Change %
+1.87%
% of All Funds
53.67%
Holding in Top 10
187
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.08%
% of All Funds
3.84%
New
159
Increased
1,279
Reduced
973
Closed
84
Calls
$1.23B
Puts
$1.15B
Net Calls
+$85.8M
Net Calls Change
-$78.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$553M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$446M
3
Franklin Resources
Franklin Resources
California
+$433M
4
SGM
Skye Global Management
Florida
+$395M
5
Capital World Investors
Capital World Investors
California
+$384M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
2
Boston Partners
Boston Partners
Massachusetts
-$571M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$485M
4
Osaic Holdings
Osaic Holdings
Arizona
-$472M
5
Ameriprise
Ameriprise
Minnesota
-$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
826
Cohen Klingenstein
New York
$5.01M – – –
PWM
827
Perigon Wealth Management
California
$4.98M +$90.8K +1,646 +2%
MA
828
Mutual Advisors
Nebraska
$4.98M +$900K +16,329 +22%
TNBTD
829
Trustmark National Bank Trust Department
Mississippi
$4.96M +$500K +9,070 +11%
BO
830
Bank OZK
Arkansas
$4.94M +$68.3K +1,239 +1%
JWBC
831
J.W. Burns & Co
New York
$4.94M +$202K +3,666 +4%
GC
832
Grimes & Company
Massachusetts
$4.91M -$6.34K -115 -0.1%
KA
833
Kintegral Advisory
New York
$4.9M – – –
FPFS
834
First Personal Financial Services
North Carolina
$4.88M -$148K -2,685 -3%
HSA
835
HBK Sorce Advisory
Pennsylvania
$4.88M +$351K +6,362 +8%
ACM
836
Argyle Capital Management
Pennsylvania
$4.88M -$14.7K -267 -0.3%
PCA
837
Providence Capital Advisors
North Carolina
$4.87M +$44.5K +807 +0.9%
CB
838
Cadence Bank
Mississippi
$4.87M -$59.3K -1,075 -1%
Fayez Sarofim & Co
839
Fayez Sarofim & Co
Texas
$4.87M +$1.34M +24,355 +38%
LWM
840
Lyell Wealth Management
California
$4.87M +$213K +3,866 +5%
SWA
841
Stratos Wealth Advisors
Ohio
$4.86M +$4.02M +72,852 +477%
DAS
842
Dynamic Advisor Solutions
Arizona
$4.84M +$404K +7,336 +9%
Cetera Investment Advisers
843
Cetera Investment Advisers
Illinois
$4.84M +$441K +8,000 +10%
AIA
844
Affinity Investment Advisors
California
$4.8M -$1.05M -19,111 -18%
WA
845
WealthTrust Axiom
Pennsylvania
$4.8M +$308K +5,589 +7%
ADEF
846
Adams Diversified Equity Fund
Maryland
$4.79M – – –
PAG
847
Private Advisory Group
Washington
$4.78M +$4.78M +86,654 New
IG
848
ING Group
Netherlands
$4.75M -$2.12M -38,366 -31%
MC
849
Miramar Capital
Illinois
$4.74M +$3.12M +53,841 +192%
BFA
850
Benedict Financial Advisors
Georgia
$4.73M +$124K +2,254 +3%
32 33
34
35 36