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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 %
WIC
801
WealthBridge Investment Counsel
Alberta, Canada
$5.87M +$306K +5,200 +5%
SFWA
802
Summit Financial Wealth Advisors
Louisiana
$5.82M -$321K -5,398 -5%
BRCM
803
Bright Rock Capital Management
Massachusetts
$5.82M – – –
GC
804
Grimes & Company
Massachusetts
$5.81M +$344K +5,849 +6%
WKWM
805
Walter & Keenan Wealth Management
Indiana
$5.79M -$218K -3,715 -4%
BIA
806
Biondo Investment Advisors
Pennsylvania
$5.79M +$134K +2,273 +2%
LWM
807
Lyell Wealth Management
California
$5.78M +$503K +8,553 +10%
FMC
808
First Merchants Corp
Indiana
$5.78M -$446K -7,591 -7%
FTC
809
Farmers Trust Company
Ohio
$5.75M +$34.6K +589 +0.6%
MA
810
Mutual Advisors
Nebraska
$5.73M -$739K -12,580 -11%
DAM
811
Delta Asset Management
Tennessee
$5.73M +$73.3K +1,247 +1%
SW
812
SkyOak Wealth
Michigan
$5.71M -$11.2K -191 -0.2%
CCM
813
Cullen Capital Management
New York
$5.71M -$557K -9,475 -9%
HR
814
Howe & Rusling
New York
$5.7M -$107K -1,819 -2%
ECM
815
Everence Capital Management
Indiana
$5.69M -$428K -7,290 -7%
OPTFSNA
816
Old Point Trust & Financial Services N A
Virginia
$5.68M -$220K -3,743 -4%
XWM
817
Xcel Wealth Management
Florida
$5.66M -$143K -2,428 -2%
JWBC
818
J.W. Burns & Co
New York
$5.66M +$131K +2,228 +2%
DAS
819
Dynamic Advisor Solutions
Arizona
$5.65M +$353K +6,002 +7%
GFG
820
Greystone Financial Group
Michigan
$5.65M +$5.65M +102,609 New
BMWM
821
Brown Miller Wealth Management
Virginia
$5.64M +$5.64M +95,912 New
SP
822
Symmetry Partners
Connecticut
$5.61M -$310K -5,273 -5%
WPIC
823
White Pine Investment Company
Michigan
$5.61M +$50.5K +860 +0.9%
BO
824
Bank OZK
Arkansas
$5.6M +$51.6K +878 +0.9%
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$5.6M -$241K -4,107 -4%
31 32
33
34 35