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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 %
PAM
2051
Peak Asset Management
Colorado
$563K – – –
PP
2052
PDS Planning
Ohio
$560K +$7.85K +132 +1%
HB
2053
Horizon Bancorp
Indiana
$559K +$28.3K +475 +5%
SFG
2054
StrategIQ Financial Group
Indiana
$556K +$8.93K +150 +2%
FWM
2055
Foresight Wealth Management
Utah
$555K -$25.9K -435 -4%
B
2056
Bridgeworth
Alabama
$553K -$52.4K -880 -9%
HCP
2057
Hexagon Capital Partners
Arkansas
$553K +$553K +9,590 New
BOM
2058
Bank of Marin
California
$551K +$9.64K +162 +2%
TF
2059
TimeScale Financial
Massachusetts
$550K -$84.1K -1,414 -13%
CS
2060
Capital Square
Tennessee
$549K -$62.6K -1,053 -10%
EI
2061
EDMP Inc
Florida
$546K -$29.1K -489 -5%
HWM
2062
Howard Wealth Management
Connecticut
$546K -$17.8K -300 -3%
EMG
2063
ETF Managers Group
New Jersey
$546K +$43.8K +739 +9%
SBL
2064
Sargent Bickham Lagudis
Colorado
$545K +$3.39K +57 +0.6%
RSWM
2065
Robertson Stephens Wealth Management
California
$545K +$168K +2,836 +45%
BFC
2066
Blue Fin Capital
Rhode Island
$544K -$2.14K -36 -0.4%
RHDIC
2067
R.H. Dinel Investment Counsel
California
$541K -$97.4K -1,695 -15%
WDL
2068
Well Done LLC
Michigan
$541K +$60.7K +1,020 +13%
CAM
2069
Concorde Asset Management
Michigan
$541K +$152K +2,556 +39%
NAS
2070
Nicolet Advisory Services
Wisconsin
$540K -$294K -4,951 -35%
WB
2071
West Bancorporation
Iowa
$540K – – –
SAM
2072
Security Asset Management
New York
$539K -$196K -3,287 -27%
GBBWRPM
2073
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$539K -$147K -2,476 -21%
PIA
2074
Perennial Investment Advisors
California
$538K -$155K -2,596 -22%
PWAG
2075
Polaris Wealth Advisory Group
California
$537K -$95.1K -1,592 -15%
81 82
83
84 85