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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 %
WA
1976
Wealth Architects
California
$614K -$90.8K -1,480 -13%
HIM
1977
Hotaling Investment Management
Pennsylvania
$614K – – –
TH
1978
Timber Hill
Connecticut
$614K +$614K +10,000 New
MCM
1979
McRae Capital Management
New Jersey
$613K +$72.9K +1,188 +14%
PFC
1980
Phocas Financial Corp
California
$612K – – –
CNAM
1981
Campbell Newman Asset Management
Wisconsin
$612K – – –
CS
1982
Capital Square
Tennessee
$606K +$606K +9,875 New
LC
1983
Lindbrook Capital
California
$605K +$23.5K +382 +4%
AMC
1984
Asset Management Corp
Illinois
$603K +$603K +9,815 New
AFC
1985
AFT Forsyth & Company
Florida
$602K – – –
FWM
1986
Foresight Wealth Management
Utah
$601K +$430 +7 +0.1%
SAG
1987
Spotlight Asset Group
Illinois
$601K +$601K +10,461 New
BCA
1988
Berman Capital Advisors
Georgia
$600K +$133K +2,173 +28%
BA
1989
Ballast Advisors
Minnesota
$600K +$600K +9,766 New
HWM
1990
Howard Wealth Management
Connecticut
$600K +$600K +9,774 New
SIC
1991
Shoker Investment Counsel
Ohio
$596K +$491 +8 +0.1%
IF
1992
IRON Financial
Illinois
$596K +$38.8K +632 +7%
ORI
1993
Oak Ridge Investments
Illinois
$594K -$7.55K -123 -1%
HCA
1994
Harbour Capital Advisors
Virginia
$593K -$2.76K -45 -0.5%
AWA
1995
Acorn Wealth Advisors
Michigan
$593K +$6.41K +107 +1%
HT
1996
Heritage Trust
Oklahoma
$593K +$92.9K +1,516 +19%
GCM
1997
Grisanti Capital Management
New York
$592K – – –
DCM
1998
Dimension Capital Management
Florida
$591K – – –
GAM
1999
Garrison Asset Management
Arkansas
$590K – – –
PFM
2000
Peak Financial Management
Massachusetts
$589K – – –
78 79
80
81 82