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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
RCG
2576
Ruggie Capital Group
Florida
$56K +$581 +10 +1%
CIA
2577
Cascade Investment Advisors
Oregon
$52.5K
MI
2578
Markston International
New York
$51K
WAM
2579
Westport Asset Management
Connecticut
$51K
BC
2580
Barnett & Company
Tennessee
$49K -$55.6K -957 -54%
HRC
2581
Hoertkorn Richard Charles
$48K
KCM
2582
Kathmere Capital Management
Pennsylvania
$46K +$44.4K +765 New
HWM
2583
HighMark Wealth Management
Minnesota
$45K -$2.03K -35 -4%
TCM
2584
TD Capital Management
Tennessee
$45K
CMA
2585
Cedar Mountain Advisors
Oregon
$43K
CWM
2586
Cranbrook Wealth Management
Michigan
$39K +$12.8K +221 +50%
PCWA
2587
Pacific Capital Wealth Advisors
California
$38K +$37.1K +639 New
OAJ
2588
Ogorek Anthony Joseph
New York
$36K -$5.81K -100 -14%
AW
2589
Avion Wealth
Texas
$36K +$23.2K +400 +191%
TFA
2590
Toth Financial Advisory
Virginia
$35K -$2.21K -38 -6%
BFG
2591
Baron Financial Group
New Jersey
$34.8K +$34K +585 New
WCMN
2592
Westchester Capital Management (Nebraska)
Nebraska
$34K
CFG
2593
CKW Financial Group
Hawaii
$32K
AWMS
2594
Advocacy Wealth Management Services
Georgia
$31K -$13.3K -229 -30%
IF
2595
Ironwood Financial
Arizona
$28K
SXL
2596
Summit X LLC
Missouri
$20.8K +$29.1K +501 +1%
HS
2597
Horan Securities
United States
$20K -$2.32K -40 -11%
CCM
2598
Cribstone Capital Management
Maine
$19K -$15.6K -269 -46%
CDIA
2599
Capital Directions Investment Advisors
Georgia
$18K
KIG
2600
Kessler Investment Group
Indiana
$18K

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.