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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 %
LIM
1901
Lathrop Investment Management
Arkansas
$715K – – –
AAM
1902
AMI Asset Management
California
$715K +$45.2K +736 +7%
BAM
1903
Brave Asset Management
New Jersey
$714K – – –
CHAM
1904
Clear Harbor Asset Management
Connecticut
$713K +$185K +3,020 +35%
SA
1905
Shilanski & Associates
Alaska
$711K -$12.9K -210 -2%
WCM
1906
Windsor Capital Management
Arizona
$709K +$35K +571 +5%
SDWIA
1907
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$708K – – –
RPWA
1908
Regent Peak Wealth Advisors
Georgia
$707K +$707K +11,524 New
SIM
1909
Stratos Investment Management
Ohio
$704K +$461K +7,501 +189%
SFWA
1910
Summit Financial Wealth Advisors
Louisiana
$702K -$65.7K -1,096 -9%
KA
1911
KLCM Advisors
Wisconsin
$695K -$13.2K -215 -2%
CAN
1912
Claraphi Advisory Network
United States
$695K +$19.7K +321 +3%
LF
1913
LifeSteps Financial
California
$695K +$695K +11,317 New
TCMG
1914
TSP Capital Management Group
New Jersey
$691K -$679K – –
W
1915
WealthOne
New York
$686K -$181K -2,943 -21%
QT
1916
Quantbot Technologies
New York
$686K +$686K +11,180 New
FCFC
1917
First Citizens Financial Corp
Iowa
$684K +$684K +11,133 New
RHDIC
1918
R.H. Dinel Investment Counsel
California
$682K – – –
CMBA
1919
C.M. Bidwell & Associates
Hawaii
$681K -$272K -4,425 -29%
PFBT
1920
Parkside Financial Bank & Trust
Missouri
$680K -$26K -423 -4%
HSWM
1921
Hubbell Strickland Wealth Management
Louisiana
$679K -$29.6K -482 -4%
WW
1922
Westshore Wealth
California
$676K +$676K +11,004 New
B
1923
Bridgeworth
Alabama
$675K -$127K -2,065 -16%
PAWC
1924
P.A.W. Capital
Connecticut
$675K -$61.4K -1,000 -8%
CA
1925
Capital Advantage
California
$675K +$26.9K +447 +4%
75 76
77
78 79