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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
RWML
2526
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$184K -$2.03K -35 -1%
LWA
2527
Lowe Wealth Advisors
Maryland
$168K +$58 +1 +0%
AP
2528
Atwood & Palmer
Missouri
$167K
BCM
2529
Blume Capital Management
California
$167K
TWP
2530
TFO Wealth Partners
Ohio
$163K
LFG
2531
Larson Financial Group
Missouri
$161K -$55.5K -955 -26%
MWP
2532
Meridian Wealth Partners
Pennsylvania
$159K +$8.66K +149 +6%
PWM
2533
Provident Wealth Management
Tennessee
$157K +$154K +2,642 New
TIM
2534
Thornburg Investment Management
New Mexico
$155K
FP
2535
Financial Perspectives
Minnesota
$152K +$755 +13 +0.5%
NG
2536
NWK Group
California
$137K
CPA
2537
Cowen Prime Advisors
New York
$135K
FMP
2538
Financial Management Professionals
Texas
$128K
AJ
2539
Ashburton (Jersey)
Jersey
$125K
LJHT
2540
Laurie J. Hall Trustee
$124K +$121K +2,086 New
SAS
2541
Stelac Advisory Services
New York
$122K +$119K +2,047 New
DOA
2542
D'Orazio & Associates
Virginia
$121K +$5.58K +96 +5%
EWM
2543
Elmwood Wealth Management
California
$116K
EARNEST Partners
2544
EARNEST Partners
Georgia
$115K
CAL
2545
Capital Advisors Ltd
Ohio
$111K
NIM
2546
NuWave Investment Management
New Jersey
$106K -$790K -13,597 -88%
EWA
2547
Evolution Wealth Advisors
Florida
$106K +$56.9K +979 +122%
SC
2548
Solstein Capital
California
$105K
FWM
2549
Filbrandt Wealth Management
Wisconsin
$104K -$108K -1,865 -52%
POIA
2550
Pin Oak Investment Advisors
Texas
$104K

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.