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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 %
TI
2151
tru Independence
Oregon
$442K +$442K +8,234 New
BHWM
2152
Bay Harbor Wealth Management
Maryland
$441K +$19.6K +319 +5%
LB
2153
Legacy Bridge
Iowa
$441K +$82.3K +1,340 +23%
LRPA
2154
L. Roy Papp & Associates
Arizona
$438K +$10.8K +176 +3%
CP
2155
Cumberland Partners
Ontario, Canada
$436K +$37.1K +605 +9%
PFA
2156
Pettinga Financial Advisors
Indiana
$435K -$864K -14,086 -67%
GAM
2157
Gemmer Asset Management
California
$435K +$184 +3 +0%
RWM
2158
RKL Wealth Management
Pennsylvania
$435K +$1.53K +25 +0.4%
BMCM
2159
Bryn Mawr Capital Management
Pennsylvania
$435K +$12.5K +203 +3%
HFP
2160
Holistic Financial Partners
Indiana
$435K +$33.9K +553 +8%
TCWM
2161
Total Clarity Wealth Management
Illinois
$435K +$435K +7,082 New
TCM
2162
Tradewinds Capital Management
Washington
$432K +$43.4K +707 +11%
NPPM
2163
North Point Portfolio Managers
Ohio
$430K – – –
MA
2164
MONECO Advisors
Connecticut
$430K +$21.2K +353 +5%
LWA
2165
Lineweaver Wealth Advisors
Ohio
$430K +$430K +7,006 New
BMC
2166
Benin Management Corp
Connecticut
$428K +$29.2K +475 +7%
HCM
2167
Hilton Capital Management
New York
$427K +$9.51K +155 +2%
MTC
2168
McDaniel Terry & Co
Texas
$427K +$55.2K +899 +15%
BOM
2169
Bank of Marin
California
$427K +$427K +6,962 New
FP
2170
Fiduciary Planning
Florida
$427K +$427K +7,029 New
GD
2171
Grandfield & Dodd
New York
$426K +$10.3K +168 +2%
SRC
2172
Sage Rhino Capital
California
$426K +$12.1K +205 +3%
HWMG
2173
Hurlow Wealth Management Group
Indiana
$426K +$53.9K +911 +14%
BFC
2174
Bedel Financial Consulting
Indiana
$425K +$4.61K +75 +1%
PAG
2175
Pinnacle Advisory Group
Maryland
$425K +$10.5K +171 +3%
85 86
87
88 89