We are live on ! Find out more

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
PCM
701
Parsons Capital Management
Rhode Island
$7.79M +$111K +1,905 +1%
PCM
702
Palisade Capital Management
New Jersey
$7.76M -$423K -7,288 -5%
BS
703
Boenning & Scattergood
Pennsylvania
$7.72M +$878K +15,120 +13%
EVM
704
Evelyn V. Moreno
$7.64M -$239K -4,110 -3%
GIM
705
Grassi Investment Management
California
$7.63M -$133K -2,297 -2%
HVIA
706
Hudson Valley Investment Advisors
New York
$7.63M -$38.8K -667 -0.5%
SVWAG
707
Sound View Wealth Advisors Group
Georgia
$7.61M -$210K -3,606 -3%
Jones Financial Companies
708
Jones Financial Companies
Missouri
$7.6M -$397K -6,826 -5%
AIP
709
Ameritas Investment Partners
Nebraska
$7.58M -$260K -4,472 -3%
AMG
710
Advisors Management Group
Wisconsin
$7.57M -$27.5K -474 -0.4%
SCA
711
Stonebridge Capital Advisors
Minnesota
$7.56M +$198K +3,412 +3%
CCT
712
Chemung Canal Trust
New York
$7.56M +$439K +7,563 +6%
HA
713
Hamel Associates
New Jersey
$7.55M +$31.4K +540 +0.4%
SIM
714
Sonora Investment Management
Arizona
$7.52M +$3.3M +56,826 +82%
CIC
715
Cutler Investment Counsel
Oregon
$7.5M +$9.24K +159 +0.1%
RWM
716
Rench Wealth Management
Texas
$7.49M +$89K +1,532 +1%
BIAS
717
Beacon Investment Advisory Services
New Jersey
$7.4M -$15.3K -263 -0.2%
CAG
718
Crestwood Advisors Group
Massachusetts
$7.39M -$88.3K -1,520 -1%
MJRIC
719
Mogy Joel R Investment Counsel
California
$7.37M -$26.1K -450 -0.4%
WJWM
720
Williams Jones Wealth Management
New York
$7.36M +$1.47M +25,290 +26%
GP
721
Greenline Partners
New York
$7.33M -$2.97M -51,114 -94%
SWM
722
SeaCrest Wealth Management
New York
$7.27M +$69.5K +1,197 +1%
FCH
723
Freestone Capital Holdings
Washington
$7.24M +$285K +4,912 +4%
SC
724
Sepio Capital
Utah
$7.24M +$1.06M +18,173 +18%
IHL
725
Investment House LLC
California
$7.23M -$294K -5,060 -4%

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.