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
DGHMC
801
Dalton, Greiner, Hartman, Maher & Co
New York
$5.97M -$2.23M -38,427 -28%
CHC
802
City Holding Co
West Virginia
$5.97M +$18.7K +322 +0.3%
SFWA
803
Summit Financial Wealth Advisors
Louisiana
$5.96M +$67.3K +1,158 +1%
CCM
804
Coldstream Capital Management
Washington
$5.95M +$204K +3,504 +4%
BHC
805
Bowen Hanes & Co
Florida
$5.92M +$156K +2,688 +3%
BRCM
806
Bright Rock Capital Management
Massachusetts
$5.89M +$1.45M +25,000 +34%
XWM
807
Xcel Wealth Management
Florida
$5.88M -$4.53K -78 -0.1%
HR
808
Howe & Rusling
New York
$5.88M -$79.2K -1,363 -1%
LCS
809
Levin Capital Strategies
New York
$5.87M -$507K -8,727 -8%
PAG
810
Private Advisory Group
Washington
$5.87M +$697K +11,993 +14%
HIC
811
Holderness Investments Company
North Carolina
$5.87M -$24.5K -421 -0.4%
NP
812
NS Partners
United Kingdom
$5.85M -$2.14M -36,874 -27%
AFG
813
Albion Financial Group
Utah
$5.83M +$57K +981 +1%
OCM
814
Oakwood Capital Management
California
$5.82M -$84.7K -1,458 -1%
KFP
815
KMG Fiduciary Partners
Ohio
$5.8M -$188K -3,240 -3%
SA
816
Strategic Advisors
New York
$5.8M -$1.11M -19,065 -16%
SW
817
SkyOak Wealth
Michigan
$5.79M +$94K +1,617 +2%
FTC
818
Farmers Trust Company
Ohio
$5.79M +$1.04M +17,816 +22%
WFG
819
Wills Financial Group
Virginia
$5.77M +$80.9K +1,392 +1%
IMRF
820
Illinois Municipal Retirement Fund
Illinois
$5.76M +$2.79M +48,027 +98%
LOPW
821
Live Oak Private Wealth
North Carolina
$5.75M -$24.6K -424 -0.4%
KHCM
822
Kettle Hill Capital Management
New York
$5.74M +$5.6M +96,416 New
ODCM
823
Old Dominion Capital Management
Virginia
$5.73M +$63.9K +1,099 +1%
BIA
824
Biondo Investment Advisors
Pennsylvania
$5.73M +$202K +3,473 +4%
MC
825
Miramar Capital
Illinois
$5.73M +$834K +14,346 +18%

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.