2,563 hedge funds and large institutions have $148B invested in Verizon in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 1,261 increasing their positions, 1,009 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,563
Holders Change
-46
Holders Change %
-1.76%
% of All Funds
56.62%
Holding in Top 10
260
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+35.42%
% of All Funds
5.74%
New
130
Increased
1,261
Reduced
1,009
Closed
142
Calls
$1.18B
Puts
$1.02B
Net Calls
+$164M
Net Calls Change
+$98.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
2101
Trek Financial
Arizona
$440K +$38.6K +720 +10%
IAP
2102
Indie Asset Partners
Indiana
$440K +$51.2K +951 +13%
RWM
2103
Ritholtz Wealth Management
New York
$439K -$10.6K -197 -2%
CIC
2104
Chase Investment Counsel
Virginia
$439K +$11.8K +220 +3%
TFO
2105
Tarbox Family Office
California
$439K +$35.7K +666 +9%
NWS
2106
Newport Wealth Strategies
California
$438K +$208K +3,570 +90%
PAM
2107
Peak Asset Management
Colorado
$437K +$113K +2,100 +35%
EWM
2108
EPG Wealth Management
Georgia
$436K +$160K +2,967 +58%
SBWIC
2109
Schaper Benz & Wise Investment Counsel
Wisconsin
$434K
LB
2110
Legacy Bridge
Iowa
$434K +$47.9K +890 +12%
RP
2111
Rowlandmiller & Partners
Georgia
$434K +$6.88K +128 +2%
GG
2112
GenWealth Group
New Jersey
$433K -$125K -2,322 -22%
IFAM
2113
Institutional & Family Asset Management
Colorado
$433K -$16.7K -311 -4%
LWP
2114
Legacy Wealth Planning
Nevada
$433K -$3.54K -66 -0.8%
GD
2115
Grandfield & Dodd
New York
$432K +$59.6K +1,109 +16%
SHWM
2116
Silicon Hills Wealth Management
Texas
$431K +$430K +8,005 +53,367%
CP
2117
Cumberland Partners
Ontario, Canada
$430K +$48.3K +900 +13%
CG
2118
CFO4Life Group
Texas
$429K +$17.5K +325 +4%
SPP
2119
Single Point Partners
Massachusetts
$428K +$1.51K +28 +0.4%
PFA
2120
Paradigm Financial Advisors
Missouri
$427K -$74.9K -1,393 -15%
JWCA
2121
J.W. Coons Advisors
Ohio
$427K +$427K +7,907 New
WAG
2122
Winthrop Advisory Group
Massachusetts
$424K +$58.8K +1,094 +16%
CWM
2123
Connecticut Wealth Management
Connecticut
$423K +$1.18K +22 +0.3%
SWMG
2124
Strategic Wealth Management Group
Maryland
$422K -$36.6K -681 -8%
LWM
2125
Liberty Wealth Management
California
$422K +$6.02K +112 +1%