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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
GCM
551
Gabalex Capital Management
New York
$11.9M
IIM
552
Intact Investment Management
Quebec, Canada
$11.9M
CA
553
CapWealth Advisors
Tennessee
$11.8M -$890K -15,310 -7%
Wealthfront Advisers
554
Wealthfront Advisers
California
$11.8M +$2.16M +37,226 +23%
Jacobs Levy Equity Management
555
Jacobs Levy Equity Management
New Jersey
$11.8M -$5.78M -99,535 -33%
PWP
556
Private Wealth Partners
California
$11.8M +$907K +15,611 +9%
DCM
557
Dupont Capital Management
Delaware
$11.7M -$1.4M -24,164 -11%
BRWA
558
B. Riley Wealth Advisors
Florida
$11.7M +$1.43M +24,533 +14%
IWA
559
IBEX Wealth Advisors
New Jersey
$11.7M -$6.16K -106 -0.1%
AHB
560
Abner Herrman & Brock
New Jersey
$11.6M -$155K -2,672 -1%
CG
561
Colony Group
Massachusetts
$11.5M +$538K +9,257 +5%
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$11.5M +$8.78M +151,195 +360%
CM
563
Churchill Management
California
$11.5M +$2.99M +51,525 +37%
CSIC
564
Clifford Swan Investment Counsel
California
$11.4M +$31K +533 +0.3%
Nomura Holdings
565
Nomura Holdings
Japan
$11.4M +$2.3M +39,513 +26%
NCM
566
Narwhal Capital Management
Georgia
$11.4M +$1.8M +30,909 +19%
KCM
567
Kanawha Capital Management
Virginia
$11.3M +$134K +2,310 +1%
FBB
568
Fulton Breakefield Broenniman
Maryland
$11.3M -$56.1K -965 -0.5%
GJIC
569
Gamble Jones Investment Counsel
California
$11.3M -$109K -1,870 -1%
GC
570
Gratus Capital
Georgia
$11.2M +$416K +7,157 +4%
GI
571
GAMCO Investors
Connecticut
$11.2M -$145K -2,496 -1%
PI
572
PFS Investments
Georgia
$11.2M +$1.34M +23,122 +14%
MIM
573
Marco Investment Management
Georgia
$11.2M +$63.9K +1,100 +0.6%
TCM
574
Telos Capital Management
California
$11.2M -$106K -1,822 -1%
SB
575
Simmons Bank
Arkansas
$11.2M -$144K -2,485 -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.