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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
PAIM
776
Punch & Associates Investment Management
Minnesota
$6.28M -$78K -1,343 -1%
NB
777
NBT Bank
New York
$6.28M +$169K +2,912 +3%
1SB
778
1ST Source Bank
Indiana
$6.27M -$976K -16,806 -14%
HKIM
779
Hayek Kallen Investment Management
Alabama
$6.26M -$25.3K -435 -0.4%
PT
780
Plimoth Trust
Massachusetts
$6.26M +$111K +1,903 +2%
HAG
781
HighPoint Advisor Group
Illinois
$6.21M +$203K +3,486 +3%
ECM
782
Everence Capital Management
Indiana
$6.19M +$367K +6,320 +6%
VCA
783
Verdence Capital Advisors
Maryland
$6.19M -$373K -6,413 -6%
VAS
784
Vestmark Advisory Solutions
Massachusetts
$6.18M +$94K +1,617 +2%
GHAM
785
Gilman Hill Asset Management
Connecticut
$6.18M +$156K +2,677 +3%
NIA
786
Northstar Investment Advisors
Colorado
$6.18M -$2.09M -35,948 -26%
AC
787
Allstate Corporation
Illinois
$6.15M -$455K -7,823 -7%
SCM
788
Schnieders Capital Management
California
$6.11M +$109K +1,875 +2%
WKWM
789
Walter & Keenan Wealth Management
Indiana
$6.09M -$7.09K -122 -0.1%
IWC
790
Integrated Wealth Concepts
Massachusetts
$6.08M +$472K +8,117 +9%
Kovitz Investment Group Partners
791
Kovitz Investment Group Partners
Illinois
$6.08M -$50K -860 -0.8%
FNBOMD
792
First National Bank of Mount Dora
Florida
$6.07M +$231K +3,984 +4%
AIA
793
Affinity Investment Advisors
California
$6.07M +$863K +14,849 +17%
TC
794
TownSquare Capital
Utah
$6.05M +$199K +3,429 +3%
RIM
795
Redpoint Investment Management
Australia
$6.04M -$9.61M -165,351 -62%
SP
796
Symmetry Partners
Connecticut
$6M +$4.13M +71,103 +239%
LPT
797
Legacy Private Trust
Wisconsin
$5.99M -$258K -4,444 -4%
SCM
798
Sitrin Capital Management
California
$5.99M +$1.56M +26,817 +36%
OPTFSNA
799
Old Point Trust & Financial Services N A
Virginia
$5.98M +$49.5K +852 +0.9%
TNBTD
800
Trustmark National Bank Trust Department
Mississippi
$5.97M +$608K +10,467 +12%

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.