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2,627 hedge funds and large institutions have $163B invested in Verizon in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,226 increasing their positions, 1,073 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 82

38% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.02B

14% more repeat investments, than reductions

Existing positions increased: 1,226 | Existing positions reduced: 1,073

8% more capital invested

Capital invested by funds: $151B → $163B (+$12B)

6% more funds holding in top 10

Funds holding in top 10: 187198 (+11)

0% more funds holding

Funds holding: 2,6212,627 (+6)

0.01% more ownership

Funds ownership: 66.45%66.46% (+0.01%)

Holders
2,627
Holders Change
+6
Holders Change %
+0.23%
% of All Funds
53%
Holding in Top 10
198
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.88%
% of All Funds
3.99%
New
114
Increased
1,226
Reduced
1,073
Closed
82
Calls
$1.41B
Puts
$1.02B
Net Calls
+$389M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
226
Homestead Advisers
Virginia
$56.2M -$7.89M -135,800 -13%
CIP
227
Cornerstone Investment Partners
Georgia
$56.1M -$2.54M -43,796 -4%
PCA
228
Personal Capital Advisors
California
$55.6M +$2.03M +35,002 +4%
AIM
229
Artemis Investment Management
United Kingdom
$52.4M +$496K +8,541 +1%
MAM
230
Madison Asset Management
Wisconsin
$51.7M +$1.04M +17,851 +2%
Man Group
231
Man Group
United Kingdom
$51.7M +$5.93M +102,126 +13%
FCI
232
Financial Counselors Inc
Kansas
$50.7M +$1.27M +21,892 +3%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$50.7M +$1.82M +31,352 +4%
VCM
234
Voleon Capital Management
California
$50.6M +$26.4M +455,000 +115%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$50.5M +$590K +10,159 +1%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$50.4M -$30.6M -527,070 -38%
MML Investors Services
237
MML Investors Services
Massachusetts
$50.4M +$2.46M +42,262 +5%
GC
238
Guggenheim Capital
Illinois
$50M -$2.62M -45,142 -5%
EIP
239
Easterly Investment Partners
Massachusetts
$49.8M +$12.7M +219,347 +36%
H
240
Hexavest
Quebec, Canada
$49.8M -$35.7M -613,687 -42%
KCM
241
Kornitzer Capital Management
Kansas
$49.4M +$102K +1,747 +0.2%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$48.5M -$6.73M -115,884 -12%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$48.2M -$958K -16,488 -2%
Mariner
244
Mariner
Kansas
$48M +$1.94M +33,468 +4%
MSL
245
Mackay Shields LLC
New York
$47.7M +$1.76M +30,341 +4%
URS
246
Utah Retirement Systems
Utah
$47.3M +$308K +5,300 +0.7%
SC
247
Scotia Capital
Ontario, Canada
$47.1M -$1.72M -29,654 -4%
TPSF
248
Texas Permanent School Fund
Texas
$46.3M +$2.84M +48,803 +7%
CI
249
Conning Inc
Connecticut
$46.1M -$1.51M -25,922 -3%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$45.6M -$88.4K -1,521 -0.2%

VZ Hedge Fund Activity: Q3 2020 in Review

2,627 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2020, worth a combined $163B — up 7.9% from $151B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VZ positions and 82 closed out — a net gain of 32 holders — while 1,226 added to existing stakes and 1,073 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $3.39B. The largest seller was Wellington Management Group, cutting an estimated $1.07B.

  • 2,627 institutional investors held Verizon (VZ) as of Q3 2020, up from 2,621 in Q2 2020.
  • Funds reported $163B of Verizon stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 114 funds opened new Verizon positions in Q3 2020 and 82 closed out, a net change of +32 holders.
  • The largest Verizon buyer in Q3 2020 was Berkshire Hathaway, an estimated $3.39B added.
  • The largest Verizon seller in Q3 2020 was Wellington Management Group, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2020.