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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
CAM
676
Close Asset Management
United Kingdom
$8.24M -$248K -4,271 -3%
PAM
677
Palisade Asset Management
Minnesota
$8.21M +$20.9K +360 +0.3%
OAM
678
Optimal Asset Management
California
$8.19M +$3.83M +65,990 +92%
EWM
679
Evercore Wealth Management
New York
$8.13M -$143K -2,462 -2%
ONB
680
Old National Bancorp
Indiana
$8.09M -$895K -15,403 -10%
DWM
681
Dakota Wealth Management
Florida
$8.07M +$3.34M +57,468 +73%
BCA
682
Bernzott Capital Advisors
California
$8.05M +$301K +5,183 +4%
V
683
Veritable
Delaware
$8.04M +$95.1K +1,637 +1%
GIA
684
GHP Investment Advisors
Colorado
$8.01M +$781K +13,449 +11%
ALAM
685
Asahi Life Asset Management
Japan
$7.99M -$150K -2,587 -2%
PAI
686
Pittenger & Anderson Inc
Nebraska
$7.99M +$51.2K +882 +0.7%
CI
687
Cigna Investments
Connecticut
$7.96M -$1.38M -23,811 -15%
BBL
688
Beck Bode LLC
Massachusetts
$7.94M +$1.11M +19,156 +17%
SG
689
Swarthmore Group
Pennsylvania
$7.9M
TCM
690
Tufton Capital Management
Maryland
$7.89M -$181K -3,107 -2%
MPM
691
Meritage Portfolio Management
Kansas
$7.89M -$401K -6,905 -5%
AAA
692
Adams Asset Advisors
Texas
$7.88M +$28.2K +485 +0.4%
KFP
693
Keystone Financial Planning
Ohio
$7.88M +$688K +11,841 +10%
GG
694
Greenwood Gearhart
Arkansas
$7.86M -$112K -1,920 -1%
SBH
695
Segall Bryant & Hamill
Illinois
$7.85M -$1.32M -22,762 -15%
CCP
696
Corient Capital Partners
California
$7.85M +$74K +1,274 +1%
WC
697
Woodstock Corp
Massachusetts
$7.84M -$93.8K -1,615 -1%
BCM
698
BTC Capital Management
Iowa
$7.83M +$237K +4,076 +3%
FMBTD
699
First Midwest Bank Trust Division
Illinois
$7.8M -$57.8K -995 -0.8%
6M
700
6 Meridian
Kansas
$7.79M -$2.14M -36,849 -22%

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.