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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
CS
301
Candriam SCA
Luxembourg
$32.6M -$2.04M -35,188 -6%
WG
302
Welch Group
Alabama
$32.6M +$457K +7,869 +1%
WIC
303
Willis Investment Counsel
Georgia
$32.5M +$1.91M +32,793 +6%
OC
304
Oppenheimer & Co
New York
$32.3M -$211K -3,627 -0.7%
DILIC
305
Dai-ichi Life Insurance Company
Japan
$32M +$3.65M +62,859 +13%
HNB
306
Huntington National Bank
Ohio
$32M -$724K -12,459 -2%
BCM
307
Bridgeway Capital Management
Texas
$31.9M -$7.07M -121,625 -18%
PI
308
PineBridge Investments
New York
$31.2M +$9.14M +157,295 +43%
SPIA
309
Steward Partners Investment Advisory
New York
$31.1M +$2.47M +42,483 +9%
ST
310
Sabal Trust
Florida
$30.9M -$1.17M -20,139 -4%
WRF
311
Waddell & Reed Financial
Kansas
$30.8M -$108M -1,858,746 -78%
KIA
312
KCM Investment Advisors
California
$30.7M -$646K -11,115 -2%
CT
313
Cambridge Trust
Massachusetts
$30.6M -$25K -430 -0.1%
UB
314
UMB Bank
Missouri
$30.1M
N
315
Natixis
France
$30.1M +$29.7M +510,893 New
OAM
316
Oppenheimer Asset Management
New York
$29.9M +$1.14M +19,550 +4%
MGIM
317
M&G Investment Management
United Kingdom
$29.5M -$263K -4,527 -0.9%
CC
318
Cornerstone Capital
California
$29M +$310K +5,327 +1%
CFC
319
Cincinnati Financial Corp
Ohio
$29M
ZIC
320
ZWJ Investment Counsel
Georgia
$28.9M -$458K -7,887 -2%
CTA
321
Carillon Tower Advisers
Florida
$28.8M +$1.2M +20,637 +4%
SDIC
322
South Dakota Investment Council
South Dakota
$28.7M +$120K +2,070 +0.4%
EWA
323
Exencial Wealth Advisors
Oklahoma
$28.3M +$12.1M +207,660 +77%
WF
324
Welch & Forbes
Massachusetts
$28.3M +$1.69M +29,049 +7%
USAA
325
United Services Automobile Association
Texas
$28.2M +$3.15M +54,241 +13%

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.