2,369 hedge funds and large institutions have $158B invested in Verizon in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,146 increasing their positions, 907 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,369
Holders Change
-15
Holders Change %
-0.63%
% of All Funds
51.53%
Holding in Top 10
178
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-18.72%
% of All Funds
3.87%
New
103
Increased
1,146
Reduced
907
Closed
84
Calls
$1.52B
Puts
$1.15B
Net Calls
+$370M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
2001
Exchange Capital Management
Michigan
$389K
HCM
2002
Huber Capital Management
California
$388K
GD
2003
Grandfield & Dodd
New York
$387K +$3.43K +60 +0.9%
TCM
2004
Tradewinds Capital Management
Washington
$386K -$8.85K -155 -2%
PWM
2005
Paulson Wealth Management
Illinois
$386K +$14.8K +266 +4%
AWM
2006
Aries Wealth Management
Maine
$383K
PCMC
2007
Paragon Capital Management (Colorado)
Colorado
$382K -$11K -192 -3%
PAG
2008
Pinnacle Advisory Group
Maryland
$382K +$17K +297 +5%
FC
2009
FCA Corp
Texas
$382K +$175K +3,060 +84%
IMOV
2010
Investment Management of Virginia
Virginia
$381K -$346K -6,063 -48%
RWM
2011
RKL Wealth Management
Pennsylvania
$380K -$209K -3,656 -35%
VFP
2012
Verus Financial Partners
Virginia
$379K +$1.83K +32 +0.5%
HHGA
2013
Halbert Hargrove Global Advisors
California
$378K -$2.63K -46 -0.7%
PGWM
2014
Parisi Gray Wealth Management
New Jersey
$377K -$187K -3,268 -33%
KP
2015
Keel Point
Alabama
$377K +$5.03K +88 +1%
SWMG
2016
Strategic Wealth Management Group
Maryland
$376K -$53K -927 -12%
WIS
2017
Wright Investors Service
Connecticut
$374K +$20.9K +366 +6%
CAM
2018
ClariVest Asset Management
California
$373K -$409K -7,159 -52%
JC
2019
Jentner Corp
Ohio
$373K -$20K -350 -5%
PHK
2020
Point72 Hong Kong
Hong Kong
$373K +$373K +6,535 New
GAB
2021
German American Bancorp
Indiana
$372K
SFS
2022
Summit Financial Strategies
Ohio
$369K
SW
2023
SlateStone Wealth
Florida
$369K +$48.9K +855 +15%
MA
2024
MONECO Advisors
Connecticut
$366K -$12.6K -221 -3%
ACP
2025
Aviance Capital Partners
Florida
$366K +$95.1K +1,664 +35%