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 %
SAA
1951
Southeast Asset Advisors
Georgia
$642K +$1.29K +21 +0.2%
FWM
1952
Focused Wealth Management
New York
$640K -$249K -4,055 -28%
NAS
1953
Nicolet Advisory Services
Wisconsin
$640K -$26.1K -425 -4%
NCM
1954
Northside Capital Management
Oregon
$639K – – –
GG
1955
GenWealth Group
New Jersey
$638K +$2.7K +44 +0.4%
MLFP
1956
MPS Loria Financial Planners
Illinois
$638K +$5.09K +83 +0.8%
MWC
1957
MBM Wealth Consultants
Missouri
$637K -$6.44K -105 -1%
ACG
1958
Allen Capital Group
Nebraska
$635K +$35.1K +571 +6%
Simplex Trading
1959
Simplex Trading
Illinois
$635K +$635K +10,349 New
WIA
1960
Westbourne Investment Advisors
Maryland
$634K – – –
KWA
1961
KCS Wealth Advisory
California
$633K -$6.21K -101 -1%
GWS
1962
Glassman Wealth Services
Virginia
$632K +$46.9K +764 +8%
ATWA
1963
Arbor Trust Wealth Advisors
Michigan
$632K +$632K +10,299 New
EIA
1964
Eldridge Investment Advisors
New Hampshire
$631K +$53.1K +865 +9%
CF
1965
Copperwynd Financial
Arizona
$628K +$18.7K +304 +3%
SFG
1966
Sowa Financial Group
Rhode Island
$627K +$627K +10,216 New
PIA
1967
Pinion Investment Advisors
Kansas
$626K +$23.7K +386 +4%
AWE
1968
Avidian Wealth Enterprises
Texas
$625K +$262K +4,276 +72%
CCG
1969
Chatham Capital Group
Georgia
$624K +$72.2K +1,177 +13%
GBBWRPM
1970
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$618K -$32.5K -529 -5%
RAM
1971
Redmond Asset Management
Virginia
$618K +$618K +10,079 New
PCTC
1972
Perkins Coie Trust Company
Washington
$617K -$127K -2,075 -17%
FC
1973
Financial Consulate
Maryland
$617K +$79.4K +1,294 +15%
PIA
1974
Perennial Investment Advisors
California
$617K +$617K +10,050 New
ACM
1975
Ayrshire Capital Management
Connecticut
$615K +$615K +10,009 New
77 78
79
80 81