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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
WCM
451
Wedge Capital Management
North Carolina
$17M -$2.21M -37,983 -12%
MNBTD
452
Moody National Bank Trust Division
Texas
$16.8M -$10.1K -173 -0.1%
BWP
453
Baldwin Wealth Partners
Massachusetts
$16.8M -$48K -827 -0.3%
TF
454
TIAA FSB
Florida
$16.8M -$464K -7,978 -3%
SFM
455
Stack Financial Management
Montana
$16.7M +$118K +2,033 +0.7%
TAIM
456
Te Ahumairangi Investment Management
New Zealand
$16.6M +$16.2M +278,905 New
ELI
457
Empire Life Investments
Ontario, Canada
$16.4M +$127K +2,191 +0.8%
ABTD
458
Arvest Bank Trust Division
Oklahoma
$16.4M -$549K -9,456 -3%
BSA
459
Braun Stacey Associates
New York
$16.3M -$152K -2,620 -0.9%
GAM
460
Gotham Asset Management
New York
$16.2M +$2M +34,377 +14%
RMA
461
Roffman Miller Associates
Pennsylvania
$16.1M -$197K -3,388 -1%
RT
462
Rockland Trust
Massachusetts
$16.1M +$162K +2,792 +1%
VHAM
463
Van Hulzen Asset Management
California
$16M +$4.41M +75,920 +39%
AUB
464
Atlantic Union Bankshares
Virginia
$16M +$143K +2,467 +0.9%
SS
465
Simplicity Solutions
Minnesota
$16M +$1.56M +26,886 +11%
RIG
466
Roosevelt Investment Group
New York
$16M +$3.47M +59,781 +29%
WB
467
WesBanco Bank
West Virginia
$15.9M +$101K +1,740 +0.7%
RCYC
468
Richard C. Young & Co
Rhode Island
$15.9M +$359K +6,177 +2%
NMERB
469
New Mexico Educational Retirement Board
New Mexico
$15.8M -$750K -12,900 -5%
MIA
470
MainStreet Investment Advisors
Illinois
$15.7M +$4.04M +69,487 +36%
CIS
471
Connors Investor Services
Pennsylvania
$15.7M -$340K -5,850 -2%
VC
472
Vestor Capital
Illinois
$15.7M +$15.4M +264,256 New
NA
473
NewEdge Advisors
Louisiana
$15.7M -$15.1M -260,287 -50%
SWP
474
Stratos Wealth Partners
Ohio
$15.6M -$117K -2,010 -0.8%
S
475
Seeyond
France
$15.5M -$5.21M -89,702 -26%

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.