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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
NCM
2601
New Capital Management
Texas
$18K
SIA
2602
SeaBridge Investment Advisors
New Jersey
$18K
LWA
2603
Lenox Wealth Advisors
New York
$17K -$87.6K -1,508 -84%
HI
2604
Hoey Investments
Pennsylvania
$17K
AFIA
2605
America First Investment Advisors
Nebraska
$15K
MUS
2606
Mitsubishi UFJ Securities
Japan
$15K +$14.5K +250 New
PFS
2607
Prospera Financial Services
Texas
$13K -$4.17M -71,832 -100%
SIAS
2608
Shine Investment Advisory Services
Colorado
$11K -$26.1K -450 -70%
IRAG
2609
Investment Research & Advisory Group
Georgia
$10K -$5.81K -100 -37%
SGAM
2610
Smith Group Asset Management
Texas
$8K
AWA
2611
Artemis Wealth Advisors
New York
$7.32K +$7.15K +123 New
TJHA
2612
Thomas J. Herzfeld Advisors
Florida
$7K
BWM
2613
BNC Wealth Management
Oregon
$7K +$6.86K +118 New
FCAS
2614
First Command Advisory Services
Texas
$7K +$13.2K +227 New
GC
2615
Globeflex Capital
California
$6K
Koshinski Asset Management
2616
Koshinski Asset Management
Illinois
$5.92K -$9.41K -162 -0.2%
CIM
2617
Contravisory Investment Management
Massachusetts
$5K
PCS
2618
Personal CFO Solutions
New Jersey
$4K -$26.6K -457 -0.6%
MFT
2619
Moisand Fitzgerald Tamayo
Florida
$4K
TFA
2620
Transamerica Financial Advisors
Florida
$3K -$1.88M -32,311 -100%
UFF
2621
USA Financial Formulas
Michigan
$3K -$5.11K -88 -66%
Millennium Management
2622
Millennium Management
New York
$2.9K -$57.4M -988,227 -95%
CAM
2623
ClariVest Asset Management
California
$2K
YAL
2624
Your Advocates Ltd
Texas
$2K
FCA
2625
FinTrust Capital Advisors
South Carolina
$1.75K -$131K -2,249 -7%

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.