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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
ERSOT
526
Employees Retirement System of Texas
Texas
$12.9M -$9.76M -168,000 -44%
MWNA
527
Marshall Wace North America
New York
$12.9M +$12.6M +216,410 New
GIM
528
Goelzer Investment Management
Indiana
$12.9M -$110K -1,900 -0.9%
CCM
529
Callodine Capital Management
Massachusetts
$12.8M -$581K -10,000 -4%
MAM
530
Meeder Asset Management
Ohio
$12.7M +$93K +1,601 +0.8%
JMFC
531
J.M. Forbes & Co
Massachusetts
$12.7M +$158K +2,725 +1%
BAM
532
Bruderman Asset Management
New York
$12.7M -$878K -15,104 -7%
EHC
533
Everett Harris & Co
California
$12.7M +$3.6M +61,957 +41%
ASN
534
Advisory Services Network
Georgia
$12.7M +$700K +12,044 +6%
ACM
535
Azimuth Capital Management
Michigan
$12.6M -$60.8K -1,047 -0.5%
SCA
536
Snowden Capital Advisors
New York
$12.5M +$222K +3,818 +2%
NMIMC
537
Northwestern Mutual Investment Management Company
Wisconsin
$12.5M
LSERS
538
Louisiana State Employees Retirement System
Louisiana
$12.5M +$1.87M +32,200 +18%
SC
539
Saybrook Capital
North Carolina
$12.5M +$276K +4,750 +2%
NCM
540
Novare Capital Management
North Carolina
$12.3M +$11.8M +202,492 +3,968%
FM
541
Foster & Motley
Ohio
$12.3M -$64.3K -1,106 -0.5%
PP
542
Patten & Patten
Tennessee
$12.3M +$581 +10 +0%
ECM
543
ETrade Capital Management
Virginia
$12.2M +$353K +6,084 +3%
PI
544
PEAK6 Investments
Illinois
$12.2M +$12M +206,450 New
TBA
545
Tower Bridge Advisors
Pennsylvania
$12.1M -$119K -2,052 -1%
CA
546
Cullinan Associates
Kentucky
$12M +$134K +2,300 +1%
CA
547
Cetera Advisors
Colorado
$12M +$1.11M +19,067 +10%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$12M -$950K -16,350 -8%
BRWM
549
B. Riley Wealth Management
Tennessee
$12M +$2.21M +38,052 +23%
LM
550
Lincluden Management
Ontario, Canada
$11.9M -$1.45M -24,972 -11%

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.