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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 %
MLFP
1926
MPS Loria Financial Planners
Illinois
$730K +$3.04K +51 +0.4%
TC
1927
Trust Company
Kansas
$728K +$36.7K +616 +5%
CCWA
1928
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K -$74.8K -1,258 -9%
GFS
1929
GYL Financial Synergies
Connecticut
$727K +$66.4K +1,116 +10%
ARTA
1930
A.R.T. Advisors
New York
$727K +$727K +12,225 New
TC
1931
Trilogy Capital
California
$726K +$75.9K +1,275 +12%
NPF
1932
Norris Perne & French
Michigan
$723K +$96.9K +1,629 +15%
OL
1933
Optas LLC
Texas
$721K +$330K +5,538 +84%
FFC
1934
First Financial Corp
Indiana
$719K -$7.98K -134 -1%
ML
1935
McAdam LLC
Pennsylvania
$718K -$75.2K -1,264 -9%
BA
1936
Ballast Advisors
Minnesota
$718K +$357 +6 +0%
ACM
1937
Ayrshire Capital Management
Connecticut
$717K +$15.3K +257 +2%
ACP
1938
Aveo Capital Partners
Colorado
$715K +$715K +12,018 New
CHAM
1939
Clear Harbor Asset Management
Connecticut
$715K +$3.39K +57 +0.5%
PAWC
1940
P.A.W. Capital
Connecticut
$714K – – –
CA
1941
Centerpoint Advisors
Massachusetts
$711K +$417 +7 +0.1%
PCP
1942
Proficio Capital Partners
Massachusetts
$709K +$57.7K +968 +9%
FWM
1943
Fairhaven Wealth Management
Illinois
$707K -$97.9K -1,645 -12%
PIA
1944
Pinion Investment Advisors
Kansas
$707K – – –
BFO
1945
Biltmore Family Office
North Carolina
$706K +$595 +10 +0.1%
LFA
1946
Legacy Financial Advisors
Kentucky
$705K +$705K +11,858 New
OPCM
1947
Osborne Partners Capital Management
California
$704K +$14K +235 +2%
S
1948
SimplyRich
California
$703K +$92.9K +1,562 +15%
BWM
1949
Baystate Wealth Management
Massachusetts
$702K -$17.8K -300 -2%
CCM
1950
Chilton Capital Management
Texas
$701K -$15.7K -264 -2%
76 77
78
79 80