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Verizon
VZ

Overview Fund Activity

2,828 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,452 increasing their positions, 1,036 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+5
Holders Change %
+0.18%
% of All Funds
49.8%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.85%
New
158
Increased
1,452
Reduced
1,036
Closed
121
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$704M
2
TAM
Troy Asset Management
United Kingdom
+$476M
3
BlackRock
BlackRock
New York
+$385M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$242M
5
Charles Schwab
Charles Schwab
California
+$229M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1B
2
Deutsche Bank
Deutsche Bank
Germany
-$473M
3
Sanders Capital
Sanders Capital
Florida
-$448M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$290M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
1001
Beacon Harbor Wealth Advisors
Virginia
$3.93M +$103K +1,779 +3%
GVAG
1002
Great Valley Advisor Group
Delaware
$3.91M -$109K -1,881 -3%
PA
1003
Profund Advisors
Maryland
$3.91M +$209K +3,586 +6%
BOH
1004
Bank of Hawaii
Hawaii
$3.91M +$131K +2,248 +3%
LIM
1005
Leavell Investment Management
Alabama
$3.9M +$61.9K +1,065 +2%
HPIA
1006
Hamilton Point Investment Advisors
North Carolina
$3.89M +$48.5K +834 +1%
MJRIC
1007
Mogy Joel R Investment Counsel
California
$3.88M -$3.2M -55,023 -45%
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$556K +9,565 +17%
MBTD
1009
Mechanics Bank - Trust Department
California
$3.88M -$167K -2,870 -4%
NAM
1010
NTV Asset Management
West Virginia
$3.88M +$43.8K +753 +1%
SIM
1011
Sterling Investment Management
Arizona
$3.88M +$1.7M +29,223 +78%
SNT
1012
Security National Trust
West Virginia
$3.84M -$45.4K -780 -1%
IEFM
1013
IQ EQ Fund Management
Ireland
$3.84M -$20.2K -348 -0.5%
CWM
1014
Concentric Wealth Management
California
$3.83M +$445K +7,647 +13%
TWM
1015
TriaGen Wealth Management
California
$3.82M -$48K -825 -1%
SIM
1016
Stratos Investment Management
Ohio
$3.81M -$283K -4,871 -7%
PFS
1017
Physicians Financial Services
North Carolina
$3.81M +$395K +6,797 +12%
HWAM
1018
Hennion & Walsh Asset Management
New Jersey
$3.8M +$3.8M +65,357 New
CC
1019
Constitution Capital
Connecticut
$3.79M +$840K +14,450 +28%
CCT
1020
Capital City Trust
Florida
$3.78M +$49.7K +854 +1%
NSEDCP
1021
NJ State Employees Deferred Compensation Plan
New Jersey
$3.78M – – –
BWG
1022
Beta Wealth Group
California
$3.78M +$2.96M +50,844 +361%
BA
1023
Baugh & Associates
Georgia
$3.74M -$1.45K -25 -0%
TTWM
1024
TCV Trust & Wealth Management
Virginia
$3.74M +$26.9K +463 +0.7%
SFA
1025
Semmax Financial Advisors
North Carolina
$3.74M +$1.08M +18,570 +41%
39 40
41
42 43