We are live on ! Find out more

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
AC
2501
Addison Capital
Pennsylvania
$212K +$207K +3,564 New
HHRDM
2502
H&H Retirement Design & Management
Nevada
$212K +$207K +3,568 New
WPA
2503
Winning Points Advisors
Florida
$212K +$207K +3,563 New
BA
2504
Ballew Advisors
Mississippi
$210K +$205K +3,521 New
PWM
2505
Praetorian Wealth Management
California
$210K +$205K +3,533 New
JWBC
2506
John W. Bristol & Co
New York
$208K +$203K +3,500 New
Rafferty Asset Management
2507
Rafferty Asset Management
New York
$207K -$379K -6,515 -65%
HFAS
2508
Hummer Financial Advisory Services
Illinois
$207K -$37K -636 -15%
SFA
2509
Stewardship Financial Advisors
Georgia
$206K -$57.9K -996 -22%
PAS
2510
Professional Advisory Services
Florida
$206K +$201K +3,456 New
BFIC
2511
Bedell Frazier Investment Counselling
California
$206K +$201K +3,460 New
SSA
2512
South Street Advisors
New York
$206K +$201K +3,467 New
IWAG
2513
Integer Wealth Advisors Group
Georgia
$205K +$200K +3,438 New
EIA
2514
Eastover Investment Advisors
North Carolina
$205K +$200K +3,439 New
CPC
2515
Consolidated Planning Corp
Georgia
$205K +$201K +3,462 New
IWA
2516
Inspirion Wealth Advisors
Illinois
$204K -$34.9K -600 -15%
CAM
2517
CenterStar Asset Management
Illinois
$204K
JPLA
2518
Joseph P. Lucia & Associates
New York
$203K +$101K +1,737 +104%
OAM
2519
Oberweis Asset Management
Illinois
$203K +$198K +3,412 New
UTC
2520
Unified Trust Company
Kentucky
$203K +$199K +3,417 New
TP
2521
Tranquility Partners
Tennessee
$201K -$26K -447 -12%
Credit Agricole
2522
Credit Agricole
France
$197K +$4.53K +78 +2%
HIM
2523
Hillsdale Investment Management
Ontario, Canada
$190K +$13.4K +230 +8%
SC
2524
Steph & Co
Wisconsin
$189K
CWAF
2525
Core Wealth Advisors (Florida)
Florida
$189K +$8.43K +145 +5%

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.