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
HCMT
476
Highland Capital Management (Tennessee)
Tennessee
$15.5M +$852K +14,664 +6%
CBT
477
Capital Bank & Trust
California
$15.5M +$241K +4,156 +2%
FNBT
478
FineMark National Bank & Trust
Florida
$15.4M +$44.4K +765 +0.3%
CFG
479
Citizens Financial Group
Rhode Island
$15.4M +$192K +3,312 +1%
HC
480
Henshaw Capital
Massachusetts
$15.3M
HTC
481
Haverford Trust Company
Pennsylvania
$15.1M -$27.9M -479,561 -65%
MSR
482
Main Street Research
Connecticut
$15.1M -$69.6K -1,198 -0.5%
NSAM
483
North Star Asset Management
Wisconsin
$14.9M +$150K +2,588 +1%
TU
484
TDAM USA
Ontario, Canada
$14.9M -$345K -5,936 -2%
AF
485
Ally Financial
Michigan
$14.9M
BCP
486
Blue Chip Partners
Michigan
$14.9M +$377K +6,489 +3%
ECM
487
Estabrook Capital Management
New York
$14.7M -$307K -5,292 -2%
RFA
488
Reilly Financial Advisors
California
$14.7M -$1.06M -18,286 -7%
GI
489
Gradient Investments
Minnesota
$14.6M +$1.36M +23,492 +11%
WIC
490
Woodmont Investment Counsel
Tennessee
$14.6M +$282K +4,846 +2%
T
491
TOBAM
France
$14.5M -$4.61M -79,366 -25%
FAAS
492
First Allied Advisory Services
California
$14.5M -$668K -11,502 -5%
BS
493
Banco Santander
Spain
$14.4M -$23.7K -408 -0.2%
ETC
494
Exchange Traded Concepts
Oklahoma
$14.4M +$6.74M +115,988 +92%
KRS
495
Kentucky Retirement Systems
Kentucky
$14.4M +$632K +10,875 +5%
SFS
496
Sowell Financial Services
Arkansas
$14.3M +$1.46M +25,180 +12%
Pzena Investment Management
497
Pzena Investment Management
New York
$14.3M -$67K -1,154 -0.5%
SCM
498
Shelton Capital Management
Colorado
$14.2M -$38.9K -669 -0.3%
ANI
499
American National Insurance
Texas
$14.2M
NLGIA
500
Nippon Life Global Investors Americas
New York
$14.1M -$806K -13,880 -6%

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.