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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 %
RPWA
2026
Regent Peak Wealth Advisors
Georgia
$594K -$62K -1,042 -9%
HT
2027
Heritage Trust
Oklahoma
$593K +$49.6K +833 +9%
BCP
2028
Berkeley Capital Partners
Georgia
$591K -$243K -4,092 -29%
Edgewood Management
2029
Edgewood Management
Connecticut
$590K -$501K -8,415 -46%
AAP
2030
Arax Advisory Partners
Colorado
$590K -$105K -1,769 -15%
MWM
2031
Mattern Wealth Management
Kansas
$590K -$7.14K -120 -1%
AF
2032
Affiance Financial
Minnesota
$590K – – –
FFS
2033
Founders Financial Securities
Maryland
$590K +$590K +9,919 New
VCS
2034
Vaughan & Co Securities
New Jersey
$589K -$18K -303 -3%
MGWM
2035
Marks Group Wealth Management
Minnesota
$589K +$11.2K +188 +2%
KWA
2036
KCS Wealth Advisory
California
$588K -$9.88K -166 -2%
MA
2037
MCF Advisors
Kentucky
$587K +$93.3K +1,570 +19%
SC
2038
SRB Corp
Massachusetts
$586K +$58.9K +991 +11%
BOS
2039
Bingham Osborn & Scarborough
California
$584K -$128K -2,161 -18%
WP
2040
WMS Partners
Maryland
$584K -$125K -2,101 -18%
MCA
2041
Magnolia Capital Advisors
Mississippi
$579K -$17.5K -294 -3%
LCM
2042
Landscape Capital Management
New Jersey
$576K -$33.4K -562 -5%
LS
2043
Leelyn Smith
Illinois
$574K +$74.4K +1,250 +15%
DW
2044
Domani Wealth
Pennsylvania
$574K +$79K +1,328 +16%
PWM
2045
Paulson Wealth Management
Illinois
$572K -$27.3K -459 -5%
SDH
2046
Sloy Dahl & Holst
Washington
$572K -$12.5K -220 -2%
GAM
2047
Garrison Asset Management
Arkansas
$572K – – –
BCA
2048
Berman Capital Advisors
Georgia
$572K +$71.1K +1,202 +14%
MCM
2049
Manchester Capital Management
Vermont
$566K -$291K -4,883 -34%
FC
2050
Fusion Capital
South Carolina
$564K +$5.17K +87 +0.9%
80 81
82
83 84