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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
Creative Planning
276
Creative Planning
Kansas
$38.3M +$3.22M +55,434 +9%
Calamos Advisors
277
Calamos Advisors
Illinois
$38.1M -$7.32M -125,922 -16%
ProShare Advisors
278
ProShare Advisors
Maryland
$37.9M -$3.09M -53,191 -8%
KAS
279
Kestra Advisory Services
Texas
$37M +$36.1M +621,234 New
AIA
280
Avalon Investment & Advisory
Texas
$36.9M -$1.89M -32,462 -5%
RCM
281
RNC Capital Management
California
$36.6M -$507K -8,719 -1%
OAC
282
OMERS Administration Corp
Ontario, Canada
$36.4M
PCM
283
Polaris Capital Management
Massachusetts
$36.3M +$3.64M +62,666 +11%
SAM
284
Sawgrass Asset Management
Florida
$35.4M -$3.25M -55,877 -9%
First Manhattan
285
First Manhattan
New York
$35.4M -$536K -9,227 -2%
FP
286
Foundry Partners
Minnesota
$35.3M +$2.71M +46,669 +9%
SI
287
Stephens Inc
Arkansas
$35.1M +$360K +6,190 +1%
DP
288
Dearborn Partners
Illinois
$35.1M -$7.84K -135 -0%
CFB
289
Cullen/Frost Bankers
Texas
$35M -$544K -9,370 -2%
MSA
290
Mason Street Advisors
Wisconsin
$34.6M -$555K -9,558 -2%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$34.5M
TAM
292
Trillium Asset Management
Massachusetts
$34.3M -$2.63M -45,198 -7%
QI
293
QS Investors
New York
$34M +$2.03M +34,961 +7%
GH
294
Grosvenor Holdings
Illinois
$33.9M +$33.1M +569,100 New
DFO
295
Duquesne Family Office
New York
$33.8M +$23.6M +406,768 +253%
MLICM
296
Metropolitan Life Insurance Company (MetLife)
New York
$33.6M -$1.45M -24,958 -4%
MOACM
297
Mutual of America Capital Management
New York
$33.5M -$129K -2,224 -0.4%
Flossbach Von Storch
298
Flossbach Von Storch
Germany
$33.3M +$3.51M +60,448 +12%
Mirae Asset Global Investments
299
Mirae Asset Global Investments
South Korea
$33.1M +$1.82M +31,349 +6%
AAS
300
Avantax Advisory Services
Texas
$33M +$15.1M +259,054 +88%

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.