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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
ST
2551
Sageworth Trust
Pennsylvania
$103K +$18.8K +324 +23%
PVH
2552
Psagot Value Holdings
Israel
$101K -$17.6K -303 -15%
NIC
2553
Northwest Investment Counselors
Oregon
$100K +$97.4K +1,677 New
FFC
2554
Fure Financial Corporation
Minnesota
$100K +$98.3K +1,692 New
DI
2555
Disciplined Investments
Oklahoma
$99K +$48K +827 +100%
GCM
2556
Gladius Capital Management
Illinois
$94K +$91K +1,567 New
PFA
2557
Professional Financial Advisors
Nebraska
$94K +$95.9K +1,650 New
TVWM
2558
Tower View Wealth Management
Wisconsin
$92K +$813 +14 +0.9%
VIM
2559
Veritas Investment Management
United Kingdom
$91K
CA
2560
Crewe Advisors
Utah
$91K +$19K +327 +27%
MS
2561
Mizuho Securities
Japan
$88K +$86K +1,480 New
CWM
2562
Cedar Wealth Management
California
$86K
JWM
2563
Janiczek Wealth Management
Colorado
$84K +$22.1K +381 +37%
GC
2564
Grace Capital
Massachusetts
$78K +$76.1K +1,310 New
LFG
2565
LifePlan Financial Group
Ohio
$76K
SA
2566
SRH Advisors
Kansas
$76K
TIM
2567
Tortoise Investment Management
New York
$76K +$5.81K +100 +8%
LWS
2568
Lucia Wealth Services
California
$75K -$22.1K -380 -23%
SCA
2569
Stuart Chaussee & Associates
California
$73K +$24.8K +426 +53%
LGWM
2570
Litman Gregory Wealth Management
California
$72K +$9.24K +159 +15%
HFS
2571
HBC Financial Services
Washington
$70K +$1.57K +27 +2%
JWBC
2572
John W. Brooker & Co
California
$68K
BAMG
2573
Brand Asset Management Group
Missouri
$67K
IWP
2574
IAG Wealth Partners
Wisconsin
$66K
M
2575
Mirova
France
$56K -$205K -3,524 -79%

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.