We are live on ! Find out more

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
PCM
426
Penserra Capital Management
California
$18.6M +$5.37M +92,381 +42%
DIA
427
Dana Investment Advisors
Wisconsin
$18.6M -$1.23M -21,237 -6%
Luther King Capital Management (LKCM)
428
Luther King Capital Management (LKCM)
Texas
$18.5M +$152K +2,609 +0.8%
BPB
429
Badgley, Phelps & Bell
Washington
$18.4M +$328K +5,645 +2%
PTC
430
Philadelphia Trust Company
Pennsylvania
$18.4M -$9.18M -158,068 -34%
NWM
431
Nicola Wealth Management
British Columbia, Canada
$18.4M -$291K -5,000 -2%
DWM
432
Doyle Wealth Management
Florida
$18.4M +$380K +6,544 +2%
B
433
BP
United Kingdom
$18.4M -$5.26M -90,452 -23%
PP
434
Palladium Partners
Virginia
$18.4M +$375K +6,457 +2%
BB
435
Busey Bank
Illinois
$18.1M +$3.74M +64,363 +27%
CA
436
Cornerstone Advisors
North Carolina
$18M +$5.81M +100,000 +50%
GCC
437
Guardian Capital (Canada)
Ontario, Canada
$17.9M -$152K -2,614 -0.9%
ACM
438
Argent Capital Management
Missouri
$17.9M -$284K -4,896 -2%
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$17.8M +$32.2K +554 +0.2%
Daiwa Securities Group
440
Daiwa Securities Group
Japan
$17.8M +$1.55M +26,659 +10%
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$17.8M -$2.11M -36,382 -11%
SCM
442
SKBA Capital Management
California
$17.8M -$1.13M -19,400 -6%
TSW
443
Thompson Siegel & Walmsley
Virginia
$17.6M -$846K -14,567 -5%
MAP
444
Managed Asset Portfolios
Michigan
$17.6M +$455K +7,831 +3%
JAM
445
Jupiter Asset Management
United Kingdom
$17.6M +$11.6M +199,076 +207%
WT
446
Whittier Trust
California
$17.5M -$21.8K -376 -0.1%
MC
447
Moors & Cabot
Massachusetts
$17.4M +$1.6M +27,555 +10%
PFPT
448
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.3M +$344K +5,919 +2%
DWM
449
Destination Wealth Management
California
$17.3M -$93K -1,601 -0.5%
FMLI
450
Fukoku Mutual Life Insurance
Japan
$17.2M +$34.9K +600 +0.2%

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.