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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
F
2626
F3Logic
Minnesota
$391 -$715K -12,304 -65%
UWM
2627
USAdvisors Wealth Management
Minnesota
$304 -$70.6K -1,215 -19%
CPA
2628
Clear Perspective Advisors
Illinois
$284 +$18.9K +325 +2%
SSW
2629
Smith Shellnut Wilson
Mississippi
$266 +$35.3K +607 +16%
HF
2630
Halpern Financial
Virginia
$194
WIM
2631
Westside Investment Management
California
$149 +$39.8K +685 +37%
HAM
2632
Harber Asset Management
North Carolina
-$16.7M -302,314 Closed
NNPTE
2633
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
-$10.4M -188,213 Closed
HF
2634
HRT Financial
New York
-$10.2M -184,794 Closed
VIA
2635
Vantis Investment Advisers
Florida
-$9.43M -171,000 Closed
JCM
2636
Jag Capital Management
Missouri
-$7.54M -136,796 Closed
AMI
2637
Amica Mutual Insurance
Rhode Island
-$6.93M -125,740 Closed
Westfield Capital Management
2638
Westfield Capital Management
Massachusetts
-$6.38M -115,660 Closed
ADEF
2639
Adams Diversified Equity Fund
Maryland
-$4.79M -86,800 Closed
WAS
2640
WESPAC Advisors SoCal
California
-$4.58M -83,971 Closed
MCG
2641
Meru Capital Group
New York
-$4.58M -83,000 Closed
RAM
2642
Riggs Asset Management
Pennsylvania
-$3.73M -67,578 Closed
SCM
2643
Stevens Capital Management
Pennsylvania
-$3.31M -60,002 Closed
MERSOM
2644
Municipal Employees' Retirement System of Michigan
Michigan
-$3.07M -55,670 Closed
Tudor Investment Corp
2645
Tudor Investment Corp
Connecticut
-$2.96M -53,659 Closed
RIA
2646
Regal Investment Advisors
Michigan
-$2.66M -48,180 Closed
KCM
2647
Karp Capital Management
California
-$2.6M -47,179 Closed
CM
2648
Capula Management
Cayman Islands
-$2.32M -42,104 Closed
DTL
2649
Dynamic Technology Lab
Singapore
-$2.15M -38,988 Closed
HA
2650
H2O AM
United Kingdom
-$2M -36,216 Closed

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.