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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
OWIM
2651
Old West Investment Management
California
-$1.94M -35,120 Closed
PCM
2652
Pennsylvania Capital Management
Pennsylvania
-$1.9M -34,488 Closed
TA
2653
TCG Advisors
Texas
-$1.74M -31,642 Closed
Wealth Enhancement Advisory Services
2654
Wealth Enhancement Advisory Services
Minnesota
-$1.65M -29,567 Closed
CWS
2655
Cypress Wealth Services
California
-$1.57M -27,091 Closed
OGC
2656
One68 Global Capital
New York
-$1.1M -20,000 Closed
LSA
2657
L & S Advisors
California
-$1.05M -19,062 Closed
MF
2658
Magnetar Financial
Illinois
-$921K -16,707 Closed
ARMC
2659
American Research & Management Company
Massachusetts
-$917K -16,640 Closed
ARMT
2660
Amica Retiree Medical Trust
Rhode Island
-$743K -13,472 Closed
FS
2661
Ferguson Shapiro
Georgia
-$735K -13,264 Closed
SCP
2662
Stamos Capital Partners
California
-$717K -13,000 Closed
SSA
2663
Schonfeld Strategic Advisors
New York
-$716K -12,980 Closed
HA
2664
HC Advisors
Georgia
-$702K -12,735 Closed
Capstone Investment Advisors
2665
Capstone Investment Advisors
New York
-$697K -11,991 Closed
PRC
2666
Pearl River Capital
Michigan
-$642K -11,639 Closed
FIB
2667
First Interstate Bank
Montana
-$639K -11,602 Closed
CCFM
2668
Clear Creek Financial Management
Washington
-$635K -11,532 Closed
SMFS
2669
Squar Milner Financial Services
California
-$613K -11,116 Closed
ACM
2670
Anfield Capital Management
California
-$570K -9,919 Closed
ATWA
2671
Arbor Trust Wealth Advisors
Michigan
-$540K -9,792 Closed
TC
2672
TradeLink Capital
Illinois
-$485K -8,800 Closed
DIM
2673
DC Investments Management
Virginia
-$464K -8,413 Closed
SM
2674
Sciencast Management
New Jersey
-$455K -8,200 Closed
CMTU
2675
Capital Markets Trading (UK)
United Kingdom
-$458K -7,890 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.