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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
DAM
826
Delta Asset Management
Tennessee
$5.72M +$126K +2,174 +2%
WAM
827
Weatherly Asset Management
California
$5.71M +$123K +2,116 +2%
BFA
828
Benedict Financial Advisors
Georgia
$5.68M +$569K +9,786 +11%
AWP
829
Ascent Wealth Partners
New York
$5.67M +$135K +2,321 +2%
WIC
830
WealthBridge Investment Counsel
Alberta, Canada
$5.63M +$18.3K +315 +0.3%
WPIC
831
White Pine Investment Company
Michigan
$5.63M +$18.4K +316 +0.3%
BO
832
Bank OZK
Arkansas
$5.62M +$284K +4,892 +5%
BIC
833
Beach Investment Counsel
Pennsylvania
$5.61M -$122K -2,100 -2%
JWBC
834
J.W. Burns & Co
New York
$5.6M +$263K +4,531 +5%
VAG
835
VisionPoint Advisory Group
Texas
$5.59M -$1.92M -33,122 -26%
VCM
836
Vision Capital Management
Oregon
$5.59M -$39K -672 -0.7%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$5.57M +$117K +2,012 +2%
Cetera Investment Advisers
838
Cetera Investment Advisers
Illinois
$5.54M +$309K +5,316 +6%
GC
839
Grimes & Company
Massachusetts
$5.53M +$227K +3,913 +4%
APSI
840
Asset Planning Services Inc
Louisiana
$5.51M -$90.1K -1,550 -2%
SLI
841
Sumitomo Life Insurance
Japan
$5.51M -$374K -6,431 -6%
BPM
842
Bowling Portfolio Management
Ohio
$5.5M -$1.69M -29,148 -24%
OSNBOA
843
Old Second National Bank of Aurora
Illinois
$5.5M -$129K -2,220 -2%
PCA
844
Providence Capital Advisors
North Carolina
$5.46M +$197K +3,386 +4%
FNBTCON
845
First National Bank & Trust Co of Newtown
Pennsylvania
$5.45M -$28.1K -484 -0.5%
APP
846
Avantax Planning Partners
Iowa
$5.45M -$145K -2,490 -3%
EWA
847
EP Wealth Advisors
California
$5.44M -$411K -7,074 -7%
AFM
848
Andesa Financial Management
Pennsylvania
$5.42M +$2.25M +38,752 +74%
CK
849
Cohen Klingenstein
New York
$5.41M
CB
850
Cadence Bank
Mississippi
$5.38M +$126K +2,164 +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.