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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 %
KMWM
1151
Keudell/Morrison Wealth Management
Oregon
$2.65M -$12.3K -223 -0.5%
NI
1152
Nepsis Inc
Minnesota
$2.65M +$504K +9,139 +23%
ANTB
1153
AMG National Trust Bank
Colorado
$2.64M +$2.33M +42,188 +729%
MHS
1154
M Holdings Securities
Oregon
$2.64M -$921K -16,708 -26%
IPW
1155
Inlet Private Wealth
Florida
$2.64M – – –
CPO
1156
Cerity Partners OCIO
New York
$2.63M -$1.61M -29,156 -38%
IA
1157
IndexIQ Advisors
New York
$2.63M +$563K +10,215 +27%
WAP
1158
Wealthcare Advisory Partners
Pennsylvania
$2.63M +$161K +2,913 +7%
DCM
1159
Delta Capital Management
New Jersey
$2.63M -$666K -12,080 -20%
CFMC
1160
Curbstone Financial Management Corp
New Hampshire
$2.62M – – –
SIM
1161
Stratos Investment Management
Ohio
$2.61M +$767K +13,923 +42%
FMWA
1162
Forvis Mazars Wealth Advisors
Missouri
$2.61M +$973K +17,648 +59%
NWP
1163
Northstar Wealth Partners
Connecticut
$2.61M +$121K +2,188 +5%
KCM
1164
Karp Capital Management
California
$2.6M +$85K +1,542 +3%
MIC
1165
Means Investment Company
Maine
$2.58M +$126K +2,151 +5%
ACM
1166
Adalta Capital Management
New York
$2.58M -$12.4K -225 -0.5%
BDWM
1167
Brewin Dolphin Wealth Management
Ireland
$2.57M -$464K -8,409 -15%
SC
1168
Slow Capital
California
$2.57M +$21.7K +393 +0.9%
MOS
1169
MGO One Seven
Ohio
$2.56M +$260K +4,720 +11%
ST
1170
Smithfield Trust
Pennsylvania
$2.56M +$212K +3,851 +9%
CCA
1171
Checchi Capital Advisers
California
$2.56M -$51.3K -931 -2%
EIP
1172
Ellis Investment Partners
Pennsylvania
$2.56M +$5.36K +98 +0.2%
CMO
1173
Covenant Multifamily Offices
Texas
$2.56M +$220K +3,999 +9%
SFO
1174
Stokes Family Office
Louisiana
$2.55M -$82.5K -1,497 -3%
HZ
1175
Hixon Zuercher
Ohio
$2.55M +$2.55M +46,271 New
45 46
47
48 49