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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 %
WGA
1976
Weather Gauge Advisory
Virginia
$801K +$10.2K +175 +1%
CWA
1977
Canvas Wealth Advisors
Kansas
$797K +$797K +13,854 New
NAG
1978
Northstar Advisory Group
New Jersey
$794K +$177K +3,039 +29%
AIS
1979
AM Investment Strategies
Tennessee
$793K +$73.8K +1,269 +10%
CWM
1980
Calamos Wealth Management
Illinois
$790K +$32.9K +565 +4%
KFI
1981
Key Financial Inc
Pennsylvania
$788K -$1.57K -27 -0.2%
W
1982
WealthStone
Ohio
$788K +$348 +6 +0%
WA
1983
WP Advisors
California
$787K +$787K +13,532 New
CAC
1984
Core Alternative Capital
Georgia
$787K +$787K +13,538 New
EI
1985
Ellevest Inc
New York
$786K -$81.3K -1,398 -9%
SG
1986
Stonnington Group
California
$786K +$786K +13,463 New
GAG
1987
GM Advisory Group
New York
$785K -$598K -10,285 -43%
LD
1988
Lipe & Dalton
New York
$784K -$647K -11,131 -45%
GIA
1989
Granite Investment Advisors
New Hampshire
$782K – – –
BWP
1990
Bernardo Wealth Planning
Pennsylvania
$779K -$1.43M -24,573 -65%
NME
1991
Notis-McConarty Edward
$777K -$9.77K -168 -1%
MCM
1992
McKinley Capital Management
Alaska
$777K +$1.57K +27 +0.2%
GI
1993
Glovista Investments
New Jersey
$775K – – –
BCP
1994
Berkeley Capital Partners
Georgia
$774K +$203K +3,496 +36%
CG
1995
Cutler Group
California
$773K -$838K -14,423 -52%
LB
1996
Legacy Bridge
Iowa
$772K +$129K +2,215 +20%
DDC
1997
DF Dent & Co
Maryland
$766K -$236K -4,055 -24%
MCC
1998
Malaga Cove Capital
California
$766K -$10.5K -181 -1%
SFG
1999
Sowa Financial Group
Rhode Island
$765K +$59.2K +1,017 +8%
TAM
2000
Taurus Asset Management
New York
$763K -$51.9K -893 -6%
78 79
80
81 82