2,395 hedge funds and large institutions have $166B invested in Verizon in 2019 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,151 increasing their positions, 906 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,395
Holders Change
+26
Holders Change %
+1.1%
% of All Funds
52.6%
Holding in Top 10
227
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+27.53%
% of All Funds
4.99%
New
122
Increased
1,151
Reduced
906
Closed
78
Calls
$1.44B
Puts
$1.44B
Net Calls
-$522K
Net Calls Change
-$371M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
2001
Barber Financial Group
Kansas
$425K +$302 +5 +0.1%
PBO
2002
Peoples Bank (Ohio)
Ohio
$424K -$27.3K -452 -6%
HGWM
2003
Harvest Group Wealth Management
Massachusetts
$424K +$40.8K +675 +11%
IIA
2004
IPG Investment Advisors
California
$423K +$139K +2,305 +49%
SRC
2005
Sage Rhino Capital
California
$423K -$422 -7 -0.1%
NPPM
2006
North Point Portfolio Managers
Ohio
$423K
LBD
2007
Landsberg Bennett & Dubbaneh
Florida
$421K +$1.03K +17 +0.2%
LRPA
2008
L. Roy Papp & Associates
Arizona
$420K
VCM
2009
Versant Capital Management
Arizona
$418K -$2.9K -48 -0.7%
AIA
2010
AIMZ Investment Advisors
California
$417K +$31.9K +528 +8%
BMCM
2011
Bryn Mawr Capital Management
Pennsylvania
$415K -$36.1K -598 -8%
BHWM
2012
Bay Harbor Wealth Management
Maryland
$413K -$12.4K -206 -3%
BFC
2013
Bedel Financial Consulting
Indiana
$413K -$6.88K -114 -2%
FRM
2014
Fox Run Management
Connecticut
$413K +$413K +6,840 New
HCM
2015
Hilton Capital Management
New York
$411K +$124K +2,056 +43%
JF
2016
JSF Financial
California
$410K -$7.85K -130 -2%
HCM
2017
Huber Capital Management
California
$410K
MA
2018
MONECO Advisors
Connecticut
$410K +$23.9K +396 +6%
VSWA
2019
Vontobel Swiss Wealth Advisors
Switzerland
$409K -$160K -2,655 -28%
GD
2020
Grandfield & Dodd
New York
$408K
PAG
2021
Pinnacle Advisory Group
Maryland
$408K +$3.81K +63 +0.9%
PGWM
2022
Parisi Gray Wealth Management
New Jersey
$407K +$7.8K +129 +2%
ECM
2023
Exchange Capital Management
Michigan
$406K -$4.65K -77 -1%
PAA
2024
Peregrine Asset Advisers
Oregon
$405K -$4.87M -80,705 -92%
FSC
2025
Full Sail Capital
Oklahoma
$404K +$27.5K +463 +7%