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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
PCMC
2676
Private Capital Management (Colorado)
Colorado
-$427K -7,753 Closed
FC
2677
Fulcrum Capital
Washington
-$416K -7,550 Closed
SSG
2678
Summit Securities Group
New York
-$397K -7,200 Closed
SHWM
2679
Smith & Howard Wealth Management
Georgia
-$372K -6,748 Closed
FIA
2680
FNY Investment Advisers
New York
-$362K -6,573 Closed
CI
2681
Capital International
California
-$356K -6,450 Closed
HFA
2682
High Falls Advisors
New York
-$345K -6,265 Closed
WMC
2683
Westwood Management Corporation
Illinois
-$331K -6,000 Closed
GAM
2684
Griffin Asset Management
New York
-$294K -5,335 Closed
BCM
2685
Beck Capital Management
Texas
-$292K -5,295 Closed
CCM
2686
Crabel Capital Management
California
-$287K -5,212 Closed
WMSA
2687
Weiss Multi-Strategy Advisers
New York
-$262K -4,746 Closed
RWM
2688
Reston Wealth Management
Virginia
-$257K -4,667 Closed
SWM
2689
Shakespeare Wealth Management
Wisconsin
-$250K -4,530 Closed
OCM
2690
Ovata Capital Management
Hong Kong
-$244K -4,430 Closed
MS
2691
Maven Securities
Jersey
-$248K -4,272 Closed
AFG
2692
Affinia Financial Group
Massachusetts
-$232K -4,204 Closed
BAAM
2693
Baker Avenue Asset Management
California
-$230K -4,173 Closed
CP
2694
Cumberland Partners
Ontario, Canada
-$226K -4,105 Closed
AF
2695
Apexium Financial
Texas
-$226K -4,103 Closed
MIH
2696
Meitav Investment House
Israel
-$219K -4,000 Closed
PBC
2697
Pavion Blue Capital
California
-$215K -3,897 Closed
EPA
2698
Element Pointe Advisors
Florida
-$210K -3,824 Closed
SIC
2699
Sigma Investment Counselors
Michigan
-$202K -3,662 Closed
GWAG
2700
Garrett Wealth Advisory Group
Texas
-$200K -3,633 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.