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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 %
Financial Engines Advisors
2101
Financial Engines Advisors
California
$479K +$68.4K +1,112 +17%
CS
2102
Cannell & Spears
New York
$478K +$84.3K +1,371 +21%
VFM
2103
Vivid Financial Management
California
$478K +$478K +7,978 New
CA
2104
Cambridge Advisors
Nebraska
$475K +$799 +13 +0.2%
LWM
2105
Liberty Wealth Management
California
$475K +$149K +2,424 +46%
GFPC
2106
Global Financial Private Client
Florida
$475K +$475K +7,729 New
NAM
2107
NorthCoast Asset Management
Connecticut
$474K +$10.7K +174 +2%
WAS
2108
Winch Advisory Services
Wisconsin
$474K +$20.9K +340 +5%
CWA
2109
Carolina Wealth Advisors
South Carolina
$472K +$472K +7,693 New
FNBSF
2110
First National Bank Sioux Falls
South Dakota
$471K +$78.6K +1,280 +20%
CG
2111
CFO4Life Group
Texas
$470K +$10.6K +173 +2%
LC
2112
Landaas & Company
Wisconsin
$470K +$185K +3,020 +65%
OCM
2113
One Capital Management
California
$469K -$38.3K -624 -8%
AMCA
2114
Arthur M. Cohen & Associates
Illinois
$468K – – –
ECM
2115
EagleClaw Capital Management
Massachusetts
$466K -$83.9K -1,360 -15%
CIA
2116
Compass Ion Advisors
Pennsylvania
$466K +$466K +7,588 New
FC
2117
Fulcrum Capital
Washington
$464K – – –
SRSA
2118
S.R. Schill & Associates
Washington
$461K – – –
JWA
2119
JFS Wealth Advisors
Pennsylvania
$461K +$4.61K +75 +1%
TFO
2120
Tarbox Family Office
California
$461K +$95.2K +1,552 +26%
22CM
2121
20/20 Capital Management
California
$460K +$460K +7,735 New
TF
2122
Trek Financial
Arizona
$459K -$347K -5,661 -43%
DW
2123
Domani Wealth
Pennsylvania
$459K -$2.33K -38 -0.5%
MWM
2124
Maltin Wealth Management
New Jersey
$459K +$459K +7,477 New
CFG
2125
CKW Financial Group
Hawaii
$458K – – –
83 84
85
86 87