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Verizon
VZ

Overview Fund Activity

2,772 hedge funds and large institutions have $144B invested in Verizon in 2021 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 1,345 increasing their positions, 1,089 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,772
Holders Change
-32
Holders Change %
-1.14%
% of All Funds
48.68%
Holding in Top 10
92
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.75%
% of All Funds
1.62%
New
119
Increased
1,345
Reduced
1,089
Closed
109
Calls
$1.92B
Puts
$1.93B
Net Calls
-$13.6M
Net Calls Change
-$65.2M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$201M
2
Charles Schwab
Charles Schwab
California
+$165M
3
SGM
Skye Global Management
Florida
+$154M
4
Two Sigma Investments
Two Sigma Investments
New York
+$152M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$139M

Top Sellers

1
BlackRock
BlackRock
New York
-$350M
2
Franklin Resources
Franklin Resources
California
-$290M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
4
Parnassus Investments
Parnassus Investments
California
-$230M
5
AIG
American International Group
New York
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
851
Bank Julius Baer & Co
Switzerland
$4.79M -$1.01M -18,744 -17%
PSP
852
Principal Street Partners
Tennessee
$4.79M +$117K +2,164 +3%
BMA
853
Brooks Moore & Associates
Tennessee
$4.78M +$362K +6,702 +8%
APSI
854
Asset Planning Services Inc
Louisiana
$4.76M -$24.3K -450 -0.5%
BWM
855
BerganKDV Wealth Management
Minnesota
$4.75M +$182K +3,373 +4%
PFS
856
Prospera Financial Services
Texas
$4.74M +$84.7K +1,567 +2%
JCM
857
Jacobi Capital Management
Pennsylvania
$4.73M +$745K +13,800 +19%
UFG
858
United Fire Group
Iowa
$4.72M – – –
LA
859
LVW Advisors
New York
$4.69M +$4.81K +89 +0.1%
HSA
860
HBK Sorce Advisory
Pennsylvania
$4.69M +$63.1K +1,168 +1%
FNBTCON
861
First National Bank & Trust Co of Newtown
Pennsylvania
$4.69M +$85K +1,574 +2%
LSPW
862
Lake Street Private Wealth
Illinois
$4.69M +$262K +4,860 +6%
SC
863
Sepio Capital
Utah
$4.67M +$162K +3,005 +4%
LFAS
864
Level Four Advisory Services
Texas
$4.67M -$570K -10,547 -11%
ATPW
865
Ashton Thomas Private Wealth
Arizona
$4.67M +$46.2K +856 +1%
MPAM
866
Murphy Pohlad Asset Management
Minnesota
$4.66M +$231K +4,285 +5%
GT
867
Greenleaf Trust
Michigan
$4.66M +$102K +1,891 +2%
KA
868
Kintegral Advisory
New York
$4.65M – – –
SCP
869
Stamos Capital Partners
California
$4.65M – – –
CCM
870
Compton Capital Management
Rhode Island
$4.65M +$75.6K +1,400 +2%
BRM
871
Boston Research & Management
Massachusetts
$4.65M +$221K +4,095 +5%
GIP
872
Granite Investment Partners
California
$4.62M +$97.2K +1,800 +2%
WA
873
WealthTrust Axiom
Pennsylvania
$4.59M +$15.3K +284 +0.3%
AF
874
Allworth Financial
California
$4.56M +$2.37M +43,833 +108%
TCA
875
Transcend Capital Advisors
New Jersey
$4.53M +$4.53M +85,304 New
33 34
35
36 37