VZ icon

Verizon
VZ

Overview Fund Activity

2,823 hedge funds and large institutions have $163B invested in Verizon in 2020 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,308 increasing their positions, 987 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,823
Holders Change
+207
Holders Change %
+7.91%
% of All Funds
50.09%
Holding in Top 10
131
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-33.84%
% of All Funds
2.32%
New
330
Increased
1,308
Reduced
987
Closed
79
Calls
$1.38B
Puts
$1.39B
Net Calls
-$8.8M
Net Calls Change
-$398M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.19B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$413M
3
Goldman Sachs
Goldman Sachs
New York
+$394M
4
Morgan Stanley
Morgan Stanley
New York
+$168M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$745M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$520M
3
Sanders Capital
Sanders Capital
Florida
-$401M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$365M
5
SGM
Skye Global Management
Florida
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
2626
Aristotle Atlantic Partners
Florida
$235K – – –
NEWAS
2627
N.E.W. Advisory Services
Wisconsin
$235K +$235K +3,955 New
RF
2628
Rollins Financial
Georgia
$235K +$235K +3,997 New
HFA
2629
Hoover Financial Advisors
Pennsylvania
$233K +$2.28K +40 +1%
RTC
2630
Riverview Trust Company
Washington
$232K – – –
ACM
2631
Ashford Capital Management
Delaware
$230K – – –
PP
2632
Patron Partners
Texas
$230K +$230K +3,911 New
MA
2633
Modus Advisors
Minnesota
$229K -$94.7K -1,613 -29%
MHIC
2634
Marble Harbor Investment Counsel
Massachusetts
$229K – – –
ACA
2635
Affinity Capital Advisors
California
$228K -$2.82K -48 -1%
PCM
2636
Poehling Capital Management
Wisconsin
$228K – – –
BRA
2637
Bender Robert & Associates
California
$228K – – –
CCA
2638
Conestoga Capital Advisors
Pennsylvania
$228K – – –
MWM
2639
MBE Wealth Management
Wisconsin
$228K +$234 +4 +0.1%
SAS
2640
Sanford Advisory Services
Michigan
$227K +$227K +3,856 New
RG
2641
Renaissance Group
Kentucky
$227K +$227K +3,857 New
BDFN
2642
Bond & Devick Financial Network
Minnesota
$226K +$226K +3,854 New
EE
2643
EWG Elevate
California
$225K +$8.34K +142 +4%
BCM
2644
Brown Capital Management
Maryland
$222K -$35.2K -600 -14%
RWM
2645
RBA Wealth Management
California
$222K -$18.1K -308 -8%
PWA
2646
Physician Wealth Advisors
Utah
$221K +$2.34K +41 +1%
KFS
2647
Kelly Financial Services
Massachusetts
$220K +$705 +12 +0.3%
QCI
2648
Quaker Capital Investments
Pennsylvania
$220K – – –
EW
2649
Element Wealth
Mississippi
$219K +$470 +8 +0.2%
BA
2650
Ballew Advisors
Mississippi
$219K +$17K +296 +8%
104 105
106
107 108