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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 %
MAWCM
1851
Mine & Arao Wealth Creation & Management
California
$790K +$790K +12,870 New
FFC
1852
First Financial Corp
Indiana
$784K +$48.3K +787 +7%
MCWS
1853
McKinley Carter Wealth Services
West Virginia
$780K -$4.97K -81 -0.6%
CCWA
1854
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$778K -$56.7K -923 -7%
MCA
1855
Mercer Capital Advisers
New Jersey
$777K -$2.77K -45 -0.4%
CC
1856
Cognios Capital
Kansas
$776K – – –
OPCM
1857
Osborne Partners Capital Management
California
$776K +$68.6K +1,118 +10%
MIFH
1858
Migdal Insurance & Financial Holdings
Israel
$774K +$70.5K +1,157 +10%
WCG
1859
Weaver Consulting Group
California
$774K +$101K +1,668 +15%
DA
1860
Detalus Advisors
Missouri
$774K +$774K +12,598 New
FIB
1861
First Interstate Bank
Montana
$773K +$15.7K +255 +2%
PG
1862
Proffitt & Goodson
Tennessee
$771K +$1.23K +20 +0.2%
AF
1863
Affiance Financial
Minnesota
$769K – – –
SIC
1864
SFE Investment Counsel
California
$763K -$20.9K -340 -3%
MWM
1865
Meridian Wealth Management
Kentucky
$763K +$51.3K +836 +7%
AIM
1866
Alhambra Investment Management
Florida
$762K +$762K +12,418 New
WAS
1867
Wealth Advisory Solutions
Indiana
$760K +$760K +12,396 New
SAM
1868
Security Asset Management
New York
$758K – – –
PHK
1869
Point72 Hong Kong
Hong Kong
$758K +$710K +11,575 +1,494%
IRC
1870
Investors Research Corp
Georgia
$756K – – –
WC
1871
Whitnell & Co
Illinois
$755K -$18.4K -300 -2%
VAM
1872
Verity Asset Management
North Carolina
$754K +$4.61K +75 +0.6%
TL
1873
TrueWealth LLC
Georgia
$752K -$131K -2,136 -15%
AAP
1874
Arax Advisory Partners
Colorado
$751K +$1.17K +19 +0.2%
BCA
1875
Bray Capital Advisors
Florida
$749K -$17.9K -291 -2%
73 74
75
76 77