VZ icon

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 %
OWA
1826
Outlook Wealth Advisors
Texas
$844K -$47.6K -775 -5%
SWM
1827
Segment Wealth Management
Texas
$843K +$843K +13,731 New
PWM
1828
PBMares Wealth Management
Virginia
$842K +$842K +13,714 New
MPCG
1829
Matrix Private Capital Group
New York
$839K +$839K +13,669 New
LWCFA
1830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$832K +$12K +196 +1%
ATPW
1831
Ashton Thomas Private Wealth
Arizona
$823K +$486K +7,920 +144%
CA
1832
Centerpoint Advisors
Massachusetts
$823K +$15.7K +255 +2%
TC
1833
Trilogy Capital
California
$819K +$39.5K +663 +5%
SCM
1834
Snow Capital Management
Pennsylvania
$815K -$1.77M -28,875 -68%
SAM
1835
SignalPoint Asset Management
Missouri
$815K +$123 +2 +0%
OAM
1836
Oxford Asset Management
United Kingdom
$814K -$19.4M -315,620 -96%
BWM
1837
Baystate Wealth Management
Massachusetts
$814K -$57.1K -930 -7%
WFM
1838
Wolff Financial Management
Michigan
$813K +$61 +1 +0%
PAM
1839
Premier Asset Management
Illinois
$809K -$993K -16,175 -55%
MCCP
1840
Mission Creek Capital Partners
California
$809K +$809K +13,181 New
BLAM
1841
Bourne Lent Asset Management
New York
$804K -$126K -2,050 -14%
FA
1842
Financial Advisors
Massachusetts
$804K +$2.88K +47 +0.4%
CIM
1843
CIM Investment Management
Pennsylvania
$802K -$802K -13,058 -50%
WCF
1844
West Coast Financial
California
$799K -$15.2K -247 -2%
SCG
1845
Sonata Capital Group
Washington
$799K +$117K +1,900 +17%
BWM
1846
BCS Wealth Management
Tennessee
$798K +$798K +13,005 New
IWA
1847
Intercontinental Wealth Advisors
Texas
$795K -$904K -15,291 -53%
HA
1848
HYA Advisors
Missouri
$795K +$795K +12,946 New
EI
1849
EDMP Inc
Florida
$793K -$19.7K -321 -2%
BA
1850
Birinyi Associates
Connecticut
$792K +$6.14K +100 +0.8%
72 73
74
75 76