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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
N
26
Nuveen
North Carolina
$1.31B -$60.7M -1,044,396 -5%
Invesco
27
Invesco
Georgia
$1.17B -$23.1M -397,637 -2%
Swiss National Bank
28
Swiss National Bank
Switzerland
$1.12B +$4.01M +69,000 +0.4%
Capital Research Global Investors
29
Capital Research Global Investors
California
$1.1B +$144M +2,485,848 +15%
UBS AM
30
UBS AM
Illinois
$1.08B +$54.5M +937,809 +5%
LSV Asset Management
31
LSV Asset Management
Illinois
$1.08B -$37.8M -650,636 -3%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$1.01B -$61.7M -1,062,126 -6%
AAMU
33
Amundi Asset Management US
Massachusetts
$1B +$110M +1,896,445 +13%
Parnassus Investments
34
Parnassus Investments
California
$954M +$230M +3,954,387 +33%
PPA
35
Parametric Portfolio Associates
Washington
$927M +$1.27M +21,890 +0.1%
Goldman Sachs
36
Goldman Sachs
New York
$914M -$184M -3,167,842 -17%
AllianceBernstein
37
AllianceBernstein
Tennessee
$867M -$78.2M -1,345,233 -8%
Sanders Capital
38
Sanders Capital
Florida
$860M +$19.2M +330,979 +2%
UBS Group
39
UBS Group
Switzerland
$825M +$140M +2,412,483 +21%
RJA
40
Raymond James & Associates
Florida
$787M -$1.86M -32,064 -0.2%
American Century Companies
41
American Century Companies
Missouri
$765M -$44.4M -764,328 -6%
Macquarie Group
42
Macquarie Group
Australia
$719M -$30.8M -530,089 -4%
Principal Financial Group
43
Principal Financial Group
Iowa
$659M -$27.9M -480,515 -4%
Federated Hermes
44
Federated Hermes
Pennsylvania
$658M -$31.2M -537,692 -5%
ClearBridge Investments
45
ClearBridge Investments
New York
$643M -$30.5M -525,297 -5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$626M -$18.3M -314,245 -3%
State Farm Mutual Automobile Insurance
47
State Farm Mutual Automobile Insurance
Illinois
$622M
Nordea Investment Management
48
Nordea Investment Management
Sweden
$608M -$615M -10,590,035 -51%
APG Asset Management
49
APG Asset Management
Netherlands
$564M -$8.13M -140,009 -1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$552M +$7.7M +132,596 +1%

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.