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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 %
BWA
2126
Beam Wealth Advisors
Louisiana
$458K +$458K +7,455 New
RPC
2127
Rossmore Private Capital
Connecticut
$456K -$30.7K -500 -6%
MWM
2128
Mattern Wealth Management
Kansas
$456K +$456K +7,433 New
RAM
2129
Riggs Asset Management
Pennsylvania
$455K +$17.7K +288 +4%
PCMC
2130
Private Capital Management (Colorado)
Colorado
$453K – – –
TC
2131
Trust Company
Kansas
$453K +$3.93K +64 +0.9%
TCM
2132
Traynor Capital Management
Pennsylvania
$452K -$37.6K -613 -8%
DE
2133
Day & Ennis
Georgia
$450K -$9.03K -147 -2%
JGIA
2134
Jackson Grant Investment Advisers
Connecticut
$450K +$1.41K +23 +0.3%
SCM
2135
Smith Capital Management
Arkansas
$450K +$10.7K +175 +2%
CFG
2136
Cooper Financial Group
California
$450K +$41.8K +681 +10%
SHWM
2137
Smith & Howard Wealth Management
Georgia
$449K +$99.5K +1,619 +28%
DIM
2138
Delta Investment Management
California
$449K +$191K +3,122 +74%
BFG
2139
Barber Financial Group
Kansas
$447K +$15.2K +248 +4%
LI
2140
Lafayette Investments
Maryland
$446K -$14K -228 -3%
FSC
2141
Full Sail Capital
Oklahoma
$446K +$50.5K +868 +13%
CPA
2142
Capital Planning Advisors
California
$445K -$27.7K -452 -6%
SFG
2143
StrategIQ Financial Group
Indiana
$445K +$34.3K +558 +8%
AWM
2144
Aberdeen Wealth Management
Illinois
$445K +$445K +7,253 New
VCM
2145
Vivaldi Capital Management
Illinois
$444K -$123K -2,010 -22%
SWM
2146
Selective Wealth Management
Virginia
$444K -$6.07K -99 -1%
SFSIG
2147
San Francisco Sentry Investment Group
California
$444K +$3.13K +51 +0.7%
IAP
2148
Indie Asset Partners
Indiana
$444K +$444K +7,229 New
KS
2149
Karpas Strategies
Connecticut
$443K – – –
GCA
2150
Guardian Capital Advisors
Ontario, Canada
$443K +$8.86K +150 +2%
84 85
86
87 88