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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 %
MWM
2426
MBE Wealth Management
Wisconsin
$245K +$245K +3,991 New
TWM
2427
Titus Wealth Management
California
$244K +$7.49K +122 +3%
FC
2428
Ferris Capital
Massachusetts
$244K +$34.5K +561 +16%
SFPG
2429
Stonebridge Financial Planning Group
Florida
$244K +$244K +3,980 New
IIA
2430
IPG Investment Advisors
California
$244K -$187K -3,045 -43%
TA
2431
Trellis Advisors
Washington
$243K +$1.41K +23 +0.6%
SCA
2432
SMH Capital Advisors
Texas
$243K +$2.21K +36 +0.9%
SICM
2433
Sustainable Insight Capital Management
New York
$242K -$6.14K -100 -2%
WA
2434
Waverly Advisors
Alabama
$242K -$3.8K -64 -2%
AW
2435
Alpha Windward
Massachusetts
$242K +$491 +8 +0.2%
UCI
2436
Uncommon Cents Investing
Wisconsin
$241K – – –
CCM
2437
Cox Capital Management
Massachusetts
$239K – – –
RWM
2438
Reston Wealth Management
Virginia
$239K +$1.29K +21 +0.5%
EA
2439
Elm Advisors
California
$238K – – –
FWM
2440
Fairhaven Wealth Management
Illinois
$237K – – –
AAS
2441
Annex Advisory Services
Wisconsin
$236K -$10.1K -164 -4%
FBA
2442
Front Barnett Associates
Illinois
$236K +$23.7K +386 +11%
NWS
2443
Newport Wealth Strategies
California
$236K +$38.2K +640 +19%
BBL
2444
Beck Bode LLC
Massachusetts
$235K +$235K +3,823 New
BA
2445
Ballew Advisors
Mississippi
$234K +$19.5K +330 +9%
APW
2446
Austin Private Wealth
Texas
$233K +$233K +3,796 New
CCA
2447
Conestoga Capital Advisors
Pennsylvania
$232K – – –
DS
2448
DRW Securities
Illinois
$232K +$232K +3,774 New
QWM
2449
Quaker Wealth Management
New Jersey
$232K +$232K +3,775 New
SWK
2450
Stephen W. Kidder
$231K – – –
96 97
98
99 100