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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
TIM
2476
Thompson Investment Management
Wisconsin
$225K
APW
2477
Austin Private Wealth
Texas
$224K -$21.5K -370 -9%
SCA
2478
Stillwater Capital Advisors
Pennsylvania
$224K +$5.81K +100 +3%
QCI
2479
Quaker Capital Investments
Pennsylvania
$223K
KFS
2480
Kelly Financial Services
Massachusetts
$222K -$2.21K -38 -1%
FBA
2481
Front Barnett Associates
Illinois
$222K
HFS
2482
Howard Financial Services
Texas
$221K -$291 -5 -0.1%
PWA
2483
Physician Wealth Advisors
Utah
$221K +$407 +7 +0.2%
IGGA
2484
Iron Gate Global Advisors
Utah
$221K +$28.9K +498 +15%
EW
2485
Element Wealth
Mississippi
$221K +$216K +3,722 New
BCB
2486
Brian C. Broderick
$220K +$215K +3,696 New
MWM
2487
MinichMacGregor Wealth Management
New York
$220K +$215K +3,698 New
SC
2488
Saturna Capital
Washington
$219K
EE
2489
EWG Elevate
California
$219K +$214K +3,689 New
TCM
2490
Teza Capital Management
Illinois
$218K -$2.01M -34,670 -90%
PFWA
2491
Paces Ferry Wealth Advisors
Georgia
$218K +$213K +3,663 New
KLI
2492
Kelman-Lazarov Inc
Tennessee
$217K
CCM
2493
Chiron Capital Management
Florida
$217K +$212K +3,647 New
LTI
2494
Laffer Tengler Investments
Tennessee
$217K +$139K +2,396 +192%
BAM
2495
Bellevue Asset Management
Washington
$216K -$42.5K -732 -17%
BRC
2496
Bell Rock Capital
Delaware
$215K -$52K -895 -20%
BFP
2497
Briaud Financial Planning
Texas
$215K -$32.8K -565 -14%
HCM
2498
Huber Capital Management
California
$214K -$116K -2,000 -36%
MWM
2499
MBE Wealth Management
Wisconsin
$214K
FPF
2500
First Pacific Financial
Washington
$212K +$207K +3,558 New

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.