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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
$1.14B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.21B
3
Franklin Resources
Franklin Resources
California
$1.92B
4
SGM
Skye Global Management
Florida
$446M
5
Capital World Investors
Capital World Investors
California
$3.39B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.66B
2
Boston Partners
Boston Partners
Massachusetts
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.58B
4
Osaic Holdings
Osaic Holdings
Arizona
$125M
5
Ameriprise
Ameriprise
Minnesota
$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
2451
Loudon Investment Management
New Hampshire
$228K -$26.8K -486 -11%
APW
2452
Austin Private Wealth
Texas
$228K -$11.8K -214 -5%
P
2453
&Partners
Tennessee
$228K -$2.32K -42 -1%
DCM
2454
Driehaus Capital Management
Illinois
$227K -$125K -2,266 -36%
HFAS
2455
Hummer Financial Advisory Services
Illinois
$227K +$227K +4,113 New
CP
2456
Cumberland Partners
Ontario, Canada
$226K -$215K -3,900 -49%
PWA
2457
Physician Wealth Advisors
Utah
$226K -$11.3K -192 -5%
AF
2458
Apexium Financial
Texas
$226K +$226K +4,103 New
SFPG
2459
Stonebridge Financial Planning Group
Florida
$225K +$547 +10 +0.2%
SCA
2460
SMH Capital Advisors
Texas
$224K -$607 -11 -0.3%
IAS
2461
IMA Advisory Services
Colorado
$223K – – –
FAM
2462
Flaharty Asset Management
Florida
$222K -$11.5K -209 -5%
SSWG
2463
Seven Springs Wealth Group
Tennessee
$222K – – –
IWA
2464
Inspirion Wealth Advisors
Illinois
$222K – – –
AWM
2465
Aprio Wealth Management
Georgia
$222K +$1.43K +26 +0.7%
AAP
2466
Aristotle Atlantic Partners
Florida
$221K – – –
KWM
2467
Keebeck Wealth Management
Illinois
$221K +$9.62K +175 +5%
ACA
2468
Ackerman Capital Advisors
Texas
$221K +$221K +4,000 New
W
2469
Wealthquest
Ohio
$221K +$221K +4,461 New
SFG
2470
Sather Financial Group
Texas
$220K -$55K -1,000 -20%
PFA
2471
Pathway Financial Advisors
Vermont
$219K -$21.7K -393 -9%
ACA
2472
Affinity Capital Advisors
California
$219K +$605 +11 +0.3%
MIH
2473
Meitav Investment House
Israel
$219K +$219K +4,000 New
FI
2474
Fosun International
China
$218K – – –
CCP
2475
Cardan Capital Partners
Colorado
$218K +$218K +3,958 New
97 98
99
100 101