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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
MDCM
651
Morgan Dempsey Capital Management
Wisconsin
$8.96M +$315K +5,429 +4%
JC
652
Jacobs & Co
California
$8.96M +$475K +8,169 +6%
Lido Advisors
653
Lido Advisors
California
$8.9M +$1.11M +19,117 +15%
IC
654
IEQ Capital
California
$8.85M -$104K -1,783 -1%
DHFB
655
Dixon Hubard Feinour & Brown
Virginia
$8.85M +$24.3K +419 +0.3%
EWM
656
Edge Wealth Management
New York
$8.82M -$402K -6,913 -4%
APA
657
American Portfolios Advisors
New York
$8.78M -$232K -3,985 -3%
B
658
Brightworth
Georgia
$8.69M +$414K +7,134 +5%
WRBC
659
W.R. Berkley Corp
Connecticut
$8.69M
AAIM
660
Asset Advisors Investment Management
Georgia
$8.69M -$302K -5,200 -3%
NC
661
Nicholas Company
Wisconsin
$8.62M +$1.4M +24,050 +20%
CWM
662
Cabot Wealth Management
Massachusetts
$8.6M +$249K +4,279 +3%
JIC
663
Johnson Investment Counsel
Ohio
$8.6M -$126K -2,162 -1%
DA
664
Denali Advisors
California
$8.57M +$372K +6,400 +5%
BFS
665
Bradley Foster & Sargent
Connecticut
$8.57M +$8.37M +144,087 New
WTC
666
WhitTier Trust Company
Nevada
$8.57M +$13.9K +239 +0.2%
AL
667
Arnhold LLC
New York
$8.54M +$975K +16,780 +13%
FMW
668
Farr Miller & Washington
District of Columbia
$8.5M -$16.2K -278 -0.2%
FA
669
FDx Advisors
Illinois
$8.5M +$841K +14,481 +11%
NRS
670
Neville Rodie & Shaw
New York
$8.47M -$62.8K -1,080 -0.8%
LW
671
Linscomb Wealth
Texas
$8.45M +$199K +3,426 +2%
IRF
672
IBM Retirement Fund
New York
$8.36M +$2.2M +37,878 +37%
AAIM
673
American Assets Investment Management
California
$8.33M
PSC
674
Prentiss Smith & Co
Vermont
$8.32M -$99.8K -1,718 -1%
WS
675
Wedbush Securities
California
$8.31M -$69K -1,187 -0.8%

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.