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Verizon
VZ

Overview Fund Activity

2,611 hedge funds and large institutions have $151B invested in Verizon in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,279 increasing their positions, 973 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,611
Holders Change
+48
Holders Change %
+1.87%
% of All Funds
53.67%
Holding in Top 10
187
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.08%
% of All Funds
3.84%
New
159
Increased
1,279
Reduced
973
Closed
84
Calls
$1.23B
Puts
$1.15B
Net Calls
+$85.8M
Net Calls Change
-$78.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$553M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$446M
3
Franklin Resources
Franklin Resources
California
+$433M
4
SGM
Skye Global Management
Florida
+$395M
5
Capital World Investors
Capital World Investors
California
+$384M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
2
Boston Partners
Boston Partners
Massachusetts
-$571M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$485M
4
Osaic Holdings
Osaic Holdings
Arizona
-$472M
5
Ameriprise
Ameriprise
Minnesota
-$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
2426
Brown Capital Management
Maryland
$242K – – –
SA
2427
Sicart Associates
New York
$242K – – –
RAM
2428
Roanoke Asset Management
New Jersey
$241K +$10.5K +190 +5%
NCM
2429
Noesis Capital Mangement
Florida
$240K -$11K -200 -4%
TFGT
2430
TS Financial Group (TSFG)
Illinois
$240K -$8.37K -152 -3%
BAM
2431
Bellevue Asset Management
Washington
$240K – – –
RWRC
2432
R.W. Roge & Company
New York
$238K – – –
IP
2433
Isthmus Partners
Wisconsin
$237K – – –
MPW
2434
MA Private Wealth
California
$237K – – –
AP
2435
Advisors Preferred
Maryland
$236K -$777K -14,213 -77%
MS
2436
Maven Securities
Jersey
$236K +$236K +4,272 New
EGWAG
2437
Elwood & Goetz Wealth Advisory Group
Georgia
$235K – – –
KFA
2438
Kays Financial Advisory
Georgia
$234K +$1.27K +23 +0.5%
AIM
2439
Axiom Investment Management
New York
$233K – – –
WCM
2440
Washburn Capital Management
Florida
$232K -$11K -200 -5%
AFG
2441
Affinia Financial Group
Massachusetts
$232K – – –
AIM
2442
Arcadia Investment Management
Michigan
$232K – – –
FA
2443
Financial Advantage
Maryland
$232K +$11.3K +206 +5%
PP
2444
PrairieView Partners
Minnesota
$231K – – –
TF
2445
TRH Financial
Iowa
$231K +$231K +4,163 New
DMC
2446
Drexel Morgan & Co
Pennsylvania
$231K +$231K +4,201 New
BAAM
2447
Baker Avenue Asset Management
California
$230K -$52.2K -947 -18%
BFP
2448
Briaud Financial Planning
Texas
$230K +$230K +4,185 New
SQA
2449
Simon Quick Advisors
New Jersey
$229K +$77.9K +1,413 +52%
QCM
2450
Quantinno Capital Management
New York
$228K -$54.6K -992 -19%
96 97
98
99 100