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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
AAM
601
Autus Asset Management
Arizona
$10.4M +$74.8K +1,288 +0.7%
BBA
602
BLB&B Advisors
Pennsylvania
$10.4M -$357K -6,140 -3%
KPWS
603
Kestra Private Wealth Services
Texas
$10.3M +$10.1M +173,029 New
CSS
604
Cubist Systematic Strategies
Connecticut
$10.3M +$8.21M +141,384 +448%
NCM
605
Nelson Capital Management
California
$10.3M -$355K -6,106 -3%
B
606
Bailard
California
$10.2M +$974K +16,767 +11%
AIS
607
American Investment Services
Massachusetts
$10.2M -$4.02M -69,175 -29%
FG
608
Fiduciary Group
Georgia
$10.1M -$43.6K -750 -0.4%
FEG
609
Financial Enhancement Group
Indiana
$10M -$198K -3,407 -2%
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$9.98M +$262K +4,511 +3%
CAM
611
Cresset Asset Management
Illinois
$9.91M -$728K -12,533 -7%
SSB
612
Sandy Spring Bank
Maryland
$9.88M +$930 +16 +0%
1IA
613
1834 Investment Advisors
Wisconsin
$9.87M +$1.25M +21,529 +15%
SBIA
614
Sheaff Brock Investment Advisors
Indiana
$9.83M -$1.6M -27,610 -14%
WAM
615
World Asset Management
Michigan
$9.79M -$355K -6,104 -4%
HW
616
Hancock Whitney
Mississippi
$9.78M -$596K -10,265 -6%
MAA
617
Matrix Asset Advisors
New York
$9.77M -$1.41M -24,304 -13%
VCM
618
Violich Capital Management
California
$9.77M +$35.3K +608 +0.4%
HAI
619
Hennessy Advisors Inc
California
$9.75M -$398K -6,850 -4%
IAA
620
Independent Advisor Alliance
North Carolina
$9.71M -$2.5M -42,960 -21%
GLLW
621
Graves Light Lenhart Wealth
Virginia
$9.71M -$146K -2,509 -2%
BL
622
BFSG LLC
California
$9.67M -$35K -603 -0.4%
PHS
623
Pekin Hardy Strauss
Illinois
$9.63M +$146K +2,509 +2%
LIA
624
LS Investment Advisors
Michigan
$9.6M +$402K +6,912 +4%
IG
625
ING Group
Netherlands
$9.6M +$4.37M +75,189 +87%

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.