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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 %
MWM
1776
Marietta Wealth Management
Georgia
$963K -$3.97M -66,759 -80%
CFFP
1777
Center for Financial Planning
Michigan
$962K +$952 +16 +0.1%
GIA
1778
Gladstone Institutional Advisory
Florida
$962K +$16K +269 +2%
AG
1779
AlphaSimPlex Group
Massachusetts
$960K +$270K +4,534 +39%
HA
1780
HYA Advisors
Missouri
$958K -$833 -14 -0.1%
KBG
1781
Kahn Brothers Group
New York
$957K -$114K -1,921 -11%
MPCG
1782
Matrix Private Capital Group
New York
$955K +$9.46K +159 +1%
KFC
1783
Klingenstein Fields & Co
New York
$954K -$315K -5,294 -25%
EPWM
1784
Essex Private Wealth Management
Massachusetts
$954K -$9.63K -162 -1%
SW
1785
SlateStone Wealth
Florida
$953K +$78.7K +1,324 +9%
WP
1786
Wedgewood Partners
Missouri
$951K – – –
WWM
1787
WT Wealth Management
Arizona
$946K +$188K +3,156 +25%
PCM
1788
Perkins Capital Management
Minnesota
$944K +$944K +15,875 New
CFD
1789
Creative Financial Designs
Indiana
$943K +$116K +1,946 +14%
VCM
1790
Vivaldi Capital Management
Illinois
$940K -$2.32K -38 -0.2%
GFP
1791
Gryphon Financial Partners
Ohio
$940K +$29.6K +496 +3%
BCWM
1792
Blue Chip Wealth Management
Florida
$939K +$41.1K +690 +5%
VVP
1793
Venture Visionary Partners
Ohio
$938K +$207K +3,367 +28%
TWP
1794
Tempus Wealth Planning
California
$936K – – –
WGA
1795
Weather Gauge Advisory
Virginia
$934K +$56.9K +957 +6%
CAM
1796
Cozad Asset Management
Illinois
$933K +$38.4K +645 +4%
IFS
1797
Ifrah Financial Services
Arkansas
$927K -$9.1K -153 -1%
MMG
1798
Monetary Management Group
Missouri
$924K +$7.43K +125 +0.8%
SP
1799
Successful Portfolios
Florida
$923K +$4.46K +75 +0.5%
PA
1800
Procyon Advisors
Connecticut
$920K -$2.68K -45 -0.3%
70 71
72
73 74