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
JIR
501
James Investment Research
Ohio
$14M -$6.03M -103,782 -31%
AB
502
Amalgamated Bank
New York
$14M -$283K -4,878 -2%
TPCW
503
TD Private Client Wealth
New York
$13.9M -$143K -2,469 -1%
JCM
504
Janney Capital Management
Pennsylvania
$13.9M -$8.89M -153,008 -40%
LMIM
505
Lockheed Martin Investment Management
Maryland
$13.8M +$6.19M +106,600 +84%
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
$13.8M +$8.84M +152,212 +189%
LCM
507
LVM Capital Management
Michigan
$13.8M +$245K +4,225 +2%
TI
508
TT International
United Kingdom
$13.7M +$13.4M +231,066 New
EIA
509
Edgemoor Investment Advisors
Maryland
$13.7M -$140K -2,405 -1%
CAMG
510
CWA Asset Management Group
Florida
$13.7M +$2.75M +47,351 +26%
ZAM
511
Zevin Asset Management
Massachusetts
$13.7M +$236K +4,058 +2%
BCI
512
Brinker Capital Investments
Pennsylvania
$13.6M +$13.3M +229,065 New
GGHC
513
Gilder Gagnon Howe & Co
New York
$13.6M -$312K -5,363 -2%
MC
514
Middleton & Co
Massachusetts
$13.4M +$428K +7,370 +3%
ISL
515
Ingalls & Snyder LLC
New York
$13.3M -$242K -4,168 -2%
LS
516
Livforsakringsbolaget Skandia
Sweden
$13.3M -$221K -3,800 -2%
FHC
517
First Horizon Corporation
Tennessee
$13.3M +$12.9M +222,781 New
MCM
518
Maryland Capital Management
Maryland
$13.2M -$127K -2,190 -1%
AI
519
Atria Investments
North Carolina
$13.2M +$962K +16,558 +8%
MC
520
Martin Currie
United Kingdom
$13.1M -$1.31M -22,515 -9%
SPC
521
Sigma Planning Corp
Michigan
$13.1M +$622K +10,703 +5%
SSWM
522
Sheets Smith Wealth Management
North Carolina
$13.1M +$368K +6,333 +3%
TCM
523
Twin Capital Management
Pennsylvania
$13.1M -$288K -4,955 -2%
BAPIM
524
British Airways Pensions Investment Management
United Kingdom
$13M
BC
525
Burney Company
Virginia
$13M -$3.14M -54,085 -20%

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.