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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 %
ECA
2201
Elevated Capital Advisors
Utah
$405K +$405K +6,598 New
OWP
2202
Obermeyer Wealth Partners
Colorado
$404K – – –
LA
2203
Legacy Advisors
Pennsylvania
$404K +$1.97K +32 +0.5%
M
2204
Mirova
France
$404K +$140K +2,277 +53%
HHGA
2205
Halbert Hargrove Global Advisors
California
$403K -$83.5K -1,359 -17%
PCMC
2206
Paragon Capital Management (Colorado)
Colorado
$403K -$7K -114 -2%
AWM
2207
Aries Wealth Management
Maine
$403K – – –
TAM
2208
Townsend Asset Management
North Carolina
$403K +$403K +6,565 New
BFA
2209
Brendel Financial Advisors
New Hampshire
$402K +$45.4K +740 +13%
JC
2210
Jentner Corp
Ohio
$401K – – –
WA
2211
Wealth Advisors
California
$401K +$401K +6,920 New
KP
2212
Keel Point
Alabama
$400K -$9.64K -157 -2%
JHP
2213
James Hambro & Partners
United Kingdom
$399K +$57.8K +942 +17%
ER
2214
Enlightenment Research
Florida
$399K +$399K +6,500 New
CIAS
2215
CBIZ Investment Advisory Services
Ohio
$398K – – –
TPW
2216
Tiller Private Wealth
Pennsylvania
$395K +$126K +2,055 +47%
VCM
2217
Versant Capital Management
Arizona
$393K -$31.4K -512 -7%
PP
2218
PDS Planning
Ohio
$393K -$5.28K -86 -1%
CF
2219
Corrigan Financial
Rhode Island
$392K +$9.33K +152 +2%
VFP
2220
Verus Financial Partners
Virginia
$390K -$9.76K -159 -2%
MMM
2221
Mendel Money Management
Illinois
$390K – – –
PIA
2222
Powell Investment Advisors
Florida
$390K +$390K +6,357 New
CCM
2223
Condor Capital Management
New Jersey
$387K -$5.41K -88 -1%
LIA
2224
LBMC Investment Advisors
Tennessee
$386K -$319K -5,196 -45%
SA
2225
Sicart Associates
New York
$386K -$9.09K -148 -2%
87 88
89
90 91