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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 %
RPSA
1701
Richard P. Slaughter Associates
Texas
$1.02M +$1.02M +18,520 New
AL
1702
Aspiriant LLC
California
$1.02M -$192K -3,492 -16%
MPIA
1703
Mountain Pacific Investment Advisers
Idaho
$1.02M -$109K -1,985 -10%
CT
1704
Columbia Trust
Oregon
$1.02M -$278K -5,044 -21%
MIAS
1705
Mason Investment Advisory Services
Virginia
$1.02M -$271K -4,912 -21%
FIM
1706
Fruth Investment Management
Texas
$1.01M – – –
AFAS
1707
Acorn Financial Advisory Services
Virginia
$1.01M +$12.6K +229 +1%
Edgewood Management
1708
Edgewood Management
Connecticut
$1.01M – – –
DMK
1709
David M. Knott
$1.01M – – –
SWM
1710
Sugarloaf Wealth Management
Georgia
$1.01M -$7.22K -131 -0.7%
AC
1711
Athanor Capital
New York
$1.01M +$1.01M +18,275 New
CM
1712
Crestline Management
Texas
$1.01M +$1.01M +18,291 New
BONST
1713
Bank of Nova Scotia Trust
Ontario, Canada
$1.01M -$18.6K -338 -2%
SWA
1714
Sutton Wealth Advisors
Florida
$1.01M +$38.5K +699 +4%
BG
1715
Berry Group
Massachusetts
$1.01M +$1.65K +30 +0.2%
AIM
1716
Avity Investment Management
Connecticut
$1M -$5.35K -97 -0.5%
WA
1717
WESPAC Advisors
California
$1M +$779K +14,142 +352%
UC
1718
Unio Capital
New Jersey
$998K +$2.48K +45 +0.2%
DTC
1719
Davidson Trust Company
Washington
$997K +$71.4K +1,296 +8%
CAS
1720
Cascadia Advisory Services
Oregon
$997K +$997K +18,090 New
EGA
1721
E&G Advisors
Texas
$995K +$105K +1,900 +12%
KBG
1722
Kahn Brothers Group
New York
$993K – – –
VFPI
1723
Vantage Financial Partners (Illinois)
Illinois
$992K +$16.6K +301 +2%
BWM
1724
BCS Wealth Management
Tennessee
$991K +$36K +652 +4%
VC
1725
Vicus Capital
Pennsylvania
$988K +$97.1K +1,760 +11%
67 68
69
70 71