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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 %
RC
2076
Reik & Co
New York
$537K – – –
OWA
2077
Outlook Wealth Advisors
Texas
$535K +$42.8K +719 +9%
CWM
2078
Confluence Wealth Management
Oregon
$532K -$106K -1,758 -17%
SIS
2079
Sound Income Strategies
Florida
$531K -$66.6K -1,120 -11%
SWRP
2080
Summit Wealth & Retirement Planning
California
$530K -$91.9K -1,547 -15%
WCM
2081
WealthBridge Capital Management
Ohio
$530K -$7.02K -118 -1%
HCA
2082
Harbour Capital Advisors
Virginia
$527K -$29.7K -500 -5%
MA
2083
MONECO Advisors
Connecticut
$527K +$45.4K +764 +9%
PCTC
2084
Perkins Coie Trust Company
Washington
$526K -$54.5K -916 -9%
GPWA
2085
Great Point Wealth Advisors
Massachusetts
$526K – – –
HIS
2086
Horizon Investment Services
Indiana
$526K +$26K +437 +5%
WG
2087
Watchman Group
Texas
$525K +$31.2K +524 +6%
BP
2088
BBR Partners
New York
$524K -$2.13M -35,882 -80%
CF
2089
Copperwynd Financial
Arizona
$521K -$9.7K -163 -2%
LRPA
2090
L. Roy Papp & Associates
Arizona
$520K -$212K -3,564 -29%
ACH
2091
ArrowMark Colorado Holdings
Colorado
$519K – – –
LWP
2092
Legacy Wealth Planning
Nevada
$519K +$38.8K +653 +8%
RI
2093
Ridgewood Investments
New Jersey
$518K -$13.5K -227 -3%
HIC
2094
Hartline Investment Corp
Illinois
$516K -$56.4K -948 -10%
IFAM
2095
Institutional & Family Asset Management
Colorado
$516K +$95.6K +1,608 +23%
ADBIC
2096
A.D. Beadell Investment Counsel
Wisconsin
$514K +$14.9K +250 +3%
MFW
2097
Meristem Family Wealth
Minnesota
$512K – – –
CA
2098
Cambridge Advisors
Nebraska
$508K +$10.9K +183 +2%
SIC
2099
Shoker Investment Counsel
Ohio
$500K -$130K -2,192 -21%
SWMG
2100
Strategic Wealth Management Group
Maryland
$499K -$5.83K -98 -1%
82 83
84
85 86