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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
MMA
726
Miracle Mile Advisors
California
$7.2M -$1.62M -27,905 -19%
TW
727
Transform Wealth
Colorado
$7.17M +$298K +5,130 +4%
EAM
728
Erste Asset Management
Austria
$7.17M -$3.27M -56,256 -32%
QI
729
QV Investors
Alberta, Canada
$7.07M -$1.13M -19,380 -14%
VV
730
Verity & Verity
South Carolina
$7.04M +$127K +2,191 +2%
FB
731
Fulton Bank
Pennsylvania
$7.03M -$286K -4,924 -4%
MIAN
732
Mariner Independent Advisor Network
Kansas
$7.01M +$754K +12,977 +12%
CFSG
733
Community Financial Services Group
Vermont
$7M -$83.9K -1,444 -1%
FCBT
734
First Citizens Bank & Trust
North Carolina
$6.94M -$1.44M -24,783 -18%
AOWM
735
Alpha Omega Wealth Management
Virginia
$6.88M +$643K +11,068 +11%
OIM
736
Opus Investment Management
Massachusetts
$6.87M
BFG
737
Beacon Financial Group
Texas
$6.84M +$106K +1,830 +2%
WSCM
738
Wellington Shields Capital Management
New York
$6.81M +$313K +5,387 +5%
PA
739
Parallel Advisors
California
$6.8M -$46K -791 -0.7%
GP
740
Girard Partners
Pennsylvania
$6.8M -$155K -2,660 -2%
Impax Asset Management Group
741
Impax Asset Management Group
United Kingdom
$6.79M -$20.8M -358,227 -76%
TF
742
Tompkins Financial
New York
$6.75M -$35.3K -608 -0.5%
CNC
743
Canandaigua National Corp
New York
$6.74M -$186K -3,195 -3%
SW
744
SteelPeak Wealth
California
$6.71M -$1.19M -20,483 -15%
PAS
745
Park Avenue Securities
New York
$6.7M +$697K +11,993 +12%
TNB
746
TCF National Bank
South Dakota
$6.69M -$546K -9,405 -8%
AAMA
747
Advanced Asset Management Advisors
Ohio
$6.68M +$116 +2 +0%
RWP
748
RWA Wealth Partners
Massachusetts
$6.65M +$159K +2,729 +3%
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.61M +$156K +2,688 +2%
ECM
750
Evergreen Capital Management
Washington
$6.61M +$96.1K +1,654 +2%

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.