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Verizon
VZ

Overview Fund Activity

2,616 hedge funds and large institutions have $163B invested in Verizon in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,222 increasing their positions, 1,070 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,616
Holders Change
+5
Holders Change %
+0.19%
% of All Funds
52.92%
Holding in Top 10
198
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.88%
% of All Funds
4.01%
New
113
Increased
1,222
Reduced
1,070
Closed
82
Calls
$1.41B
Puts
$1.02B
Net Calls
+$389M
Net Calls Change
+$303M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$3.47B
2
Parnassus Investments
Parnassus Investments
California
+$235M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
4
Bank of America
Bank of America
North Carolina
+$146M
5
Franklin Resources
Franklin Resources
California
+$144M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$808M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$627M
4
BlackRock
BlackRock
New York
-$539M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1401
Transcend Capital Advisors
New Jersey
$1.85M +$57.4K +965 +3%
CHA
1402
Carmichael Hill & Associates
Maryland
$1.84M +$127K +2,141 +7%
FFN
1403
Focus Financial Network
Minnesota
$1.84M +$41.8K +703 +2%
BAM
1404
Berkshire Asset Management
Pennsylvania
$1.83M +$245K +4,124 +15%
ATC
1405
Adirondack Trust Company
New York
$1.83M -$10.7K -180 -0.6%
FMT
1406
First Mercantile Trust
Tennessee
$1.83M -$403K -6,732 -18%
CT
1407
Clearstead Trust
Maine
$1.83M -$71.6K -1,204 -4%
JWM
1408
Jeppson Wealth Management
California
$1.83M +$1.83M +30,679 New
GFA
1409
Gifford Fong Associates
California
$1.82M – – –
BPA
1410
Beacon Pointe Advisors
California
$1.82M +$101K +1,694 +6%
HKAM
1411
Horizon Kinetics Asset Management
New York
$1.81M +$2.8K +47 +0.2%
PM
1412
Penbrook Management
New York
$1.81M +$71.4K +1,200 +4%
RFN
1413
RDA Financial Network
Iowa
$1.8M +$81.1K +1,363 +5%
EHWM
1414
Eads & Heald Wealth Management
Georgia
$1.8M -$113K -1,895 -6%
AF
1415
Aldebaran Financial
$1.8M +$184K +3,089 +11%
BMC
1416
Beaton Management Company
Massachusetts
$1.8M -$22.1K -371 -1%
CNFG
1417
Creegan & Nassoura Financial Group
New Hampshire
$1.8M -$10.3K -173 -0.6%
WC
1418
Whitney & Co
New York
$1.8M -$65.6K -1,102 -4%
AWC
1419
Abundance Wealth Counselors
Pennsylvania
$1.8M +$330K +5,541 +22%
SC
1420
Stolper & Co
Oklahoma
$1.79M -$142K -2,390 -7%
DRS
1421
Deane Retirement Strategies
Louisiana
$1.79M -$1.43K -24 -0.1%
CSUI
1422
Cincinnati Specialty Underwriters Insurance
Ohio
$1.79M – – –
SACTSONJ
1423
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.79M – – –
SWP
1424
Strategic Wealth Partners
Ohio
$1.78M -$73.1K -1,228 -4%
ANRIA
1425
American National Registered Investment Advisor
Texas
$1.78M – – –
55 56
57
58 59