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Verizon
VZ

Overview Fund Activity

2,395 hedge funds and large institutions have $166B invested in Verizon in 2019 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,151 increasing their positions, 906 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,395
Holders Change
+26
Holders Change %
+1.1%
% of All Funds
52.6%
Holding in Top 10
227
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+27.53%
% of All Funds
4.99%
New
122
Increased
1,151
Reduced
906
Closed
78
Calls
$1.44B
Puts
$1.44B
Net Calls
-$522K
Net Calls Change
-$371M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$557M
2
Victory Capital Management
Victory Capital Management
Texas
+$246M
3
Bank of America
Bank of America
North Carolina
+$185M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$178M
5
Deutsche Bank
Deutsche Bank
Germany
+$177M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$517M
2
Capital International Investors
Capital International Investors
California
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$355M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$282M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1801
KLCM Advisors
Wisconsin
$696K -$6.76K -112 -1%
OPCM
1802
Osborne Partners Capital Management
California
$696K +$12.1K +200 +2%
SDWIA
1803
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$696K +$41.2K +683 +6%
CAM
1804
Congress Asset Management
Massachusetts
$696K +$41.6K +689 +6%
PFBT
1805
Parkside Financial Bank & Trust
Missouri
$694K +$34.9K +579 +5%
WA
1806
Wealth Architects
California
$693K -$11.5K -191 -2%
9WM
1807
9258 Wealth Management
Ohio
$693K -$2.05K -34 -0.3%
LIA
1808
LBMC Investment Advisors
Tennessee
$693K +$2.29K +38 +0.3%
CC
1809
Cedar Capital
Illinois
$691K +$29.9K +495 +5%
MIFH
1810
Migdal Insurance & Financial Holdings
Israel
$691K +$322K +5,383 +87%
HR
1811
Howe & Rusling
New York
$685K +$27.5K +456 +4%
CBFP
1812
Cedar Brook Financial Partners
Ohio
$683K -$20.5K -340 -3%
TCMG
1813
TSP Capital Management Group
New Jersey
$679K -$643K – –
SMFS
1814
Squar Milner Financial Services
California
$679K +$312K +5,249 +85%
GCMG
1815
Gyroscope Capital Management Group
Florida
$672K +$72K +1,219 +12%
RHDIC
1816
R.H. Dinel Investment Counsel
California
$671K – – –
SCG
1817
Sonata Capital Group
Washington
$671K +$27.2K +450 +4%
BAM
1818
Boyar Asset Management
New York
$670K – – –
BWCS
1819
Beirne Wealth Consulting Services
Connecticut
$668K +$21.7K +359 +3%
EWM
1820
Empirical Wealth Management
Washington
$668K +$49.1K +813 +8%
CAN
1821
Claraphi Advisory Network
United States
$664K -$29.7K -492 -4%
NJBEST
1822
New Jersey Better Educational Savings Trust
New Jersey
$664K – – –
WCM
1823
Windsor Capital Management
Arizona
$662K +$147K +2,447 +29%
BPA
1824
Beacon Pointe Advisors
California
$661K +$103K +1,705 +18%
CST
1825
Charles Schwab Trust
Nevada
$660K +$660K +11,033 New
71 72
73
74 75