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 %
CRWM
2001
Castle Rock Wealth Management
California
$588K +$22.3K +381 +4%
ACM
2002
AlphaStar Capital Management
North Carolina
$587K -$5.22K -85 -0.9%
JLBC
2003
J.L. Bainbridge & Co
Florida
$587K +$58.6K +954 +11%
CFA
2004
Capstone Financial Advisors
Illinois
$584K +$2.21K +36 +0.4%
MCA
2005
Magnolia Capital Advisors
Mississippi
$584K +$584K +9,511 New
WDL
2006
Well Done LLC
Michigan
$583K -$31.9K -519 -5%
CPC
2007
Cookson Peirce & Co
Pennsylvania
$580K -$26.8K -437 -4%
EWM
2008
Endurance Wealth Management
Rhode Island
$577K – – –
MFW
2009
Meristem Family Wealth
Minnesota
$575K +$83.4K +1,358 +17%
EA
2010
Emerald Advisors
Washington
$575K +$575K +9,603 New
PFA
2011
Paradigm Financial Advisors
Missouri
$573K +$14.7K +240 +3%
BBA
2012
Braun-Bostich & Associates
Pennsylvania
$572K +$38K +623 +7%
TC
2013
Tatro Capital
Kentucky
$571K +$571K +9,302 New
BPA
2014
Beacon Pointe Advisors
California
$569K -$101K -1,652 -15%
VF
2015
Virtu Financial
New York
$568K -$3.37M -54,934 -86%
FI
2016
Fosun International
China
$568K +$100K +1,630 +21%
SCA
2017
Stillwater Capital Advisors
Pennsylvania
$568K +$345K +5,624 +155%
WB
2018
West Bancorporation
Iowa
$568K +$568K +9,248 New
KM
2019
Kalos Management
Georgia
$568K +$568K +9,321 New
ACM
2020
Anfield Capital Management
California
$568K +$568K +9,593 New
AWM
2021
Atticus Wealth Management
Florida
$566K +$566K +9,216 New
GC
2022
Gilbert & Cook
Iowa
$564K -$675 -11 -0.1%
JIP
2023
Jaffetilchin Investment Partners
Florida
$564K +$23K +375 +4%
RICHC
2024
Renaissance Investment Consultants Holding Company
Pennsylvania
$564K +$564K +9,216 New
ACM
2025
Adalta Capital Management
New York
$563K -$37.7K -614 -6%
79 80
81
82 83