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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
SAM
576
Sompo Asset Management
Japan
$11.2M -$569K -9,790 -5%
ABC
577
Associated Banc-Corp
Wisconsin
$11.2M -$955K -16,442 -8%
Cerity Partners
578
Cerity Partners
New York
$11.1M +$1.44M +24,836 +15%
CCMD
579
Cypress Capital Management (Delaware)
Delaware
$11.1M +$53.3K +918 +0.5%
Marshall Wace
580
Marshall Wace
United Kingdom
$11.1M +$10.8M +185,795 New
VIP
581
Vantage Investment Partners
Missouri
$11M +$227K +3,912 +2%
CIA
582
CCM Investment Advisers
South Carolina
$11M -$58.5K -1,006 -0.5%
HFS
583
Hantz Financial Services
Michigan
$11M -$67.3K -1,159 -0.6%
MCM
584
Murphy Capital Management
New Jersey
$11M +$53K +913 +0.5%
CTA
585
Chesley Taft & Associates
Illinois
$10.9M +$8.24M +141,901 +338%
AP
586
Advisor Partners
California
$10.9M +$248K +4,271 +2%
SDJVC
587
St. Denis J. Villere & Co
Louisiana
$10.9M +$343K +5,905 +3%
UR
588
USCA RIA
Texas
$10.9M +$721K +12,405 +7%
CB
589
Community Bank
New York
$10.8M +$140K +2,405 +1%
VFA
590
Voya Financial Advisors
Connecticut
$10.8M -$78.1K -1,344 -0.7%
EW
591
Evoke Wealth
California
$10.7M +$9.86M +169,744 +1,736%
CAM
592
Carret Asset Management
New York
$10.7M -$97K -1,670 -0.9%
VAS
593
Valicenti Advisory Services
New York
$10.6M +$17.2K +296 +0.2%
ATC
594
Argent Trust Co
Tennessee
$10.6M -$475K -8,171 -4%
TCOV
595
Trust Company of Vermont
Vermont
$10.6M +$308K +5,309 +3%
MYAM
596
Meiji Yasuda Asset Management
Japan
$10.6M -$1.8M -30,980 -15%
TAM
597
Troy Asset Management
United Kingdom
$10.6M +$3.08M +53,000 +43%
BII
598
Bainco International Investors
Massachusetts
$10.6M +$273K +4,695 +3%
LOIM
599
Liberty One Investment Management
Illinois
$10.5M +$247K +4,252 +2%
B
600
Barings
North Carolina
$10.5M -$1.32M -22,738 -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.