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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
DAS
851
Dynamic Advisor Solutions
Arizona
$5.37M +$138K +2,375 +3%
BFIM
852
Beese Fulmer Investment Management
Ohio
$5.37M -$91.7K -1,579 -2%
Fayez Sarofim & Co
853
Fayez Sarofim & Co
Texas
$5.36M +$104K +1,787 +2%
MA
854
MYDA Advisors
New York
$5.35M +$3.14M +54,000 +150%
LWM
855
Lyell Wealth Management
California
$5.34M +$89.8K +1,546 +2%
HSA
856
HBK Sorce Advisory
Pennsylvania
$5.29M +$27K +465 +0.5%
AIM
857
Anchor Investment Management
South Carolina
$5.27M +$187K +3,210 +4%
GLA
858
Great Lakes Advisors
Illinois
$5.26M +$827K +14,230 +19%
FHB
859
First Hawaiian Bank
Hawaii
$5.25M -$925K -15,914 -15%
DY
860
Dowling & Yahnke
California
$5.24M +$237K +4,074 +5%
CIP
861
Convergence Investment Partners
Florida
$5.23M +$768K +13,222 +18%
MPAM
862
Murphy Pohlad Asset Management
Minnesota
$5.22M +$401K +6,895 +9%
ACM
863
Argyle Capital Management
Pennsylvania
$5.2M -$62K -1,067 -1%
SIAP
864
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.19M +$220K +3,784 +5%
SWA
865
Stratos Wealth Advisors
Ohio
$5.15M -$86K -1,480 -2%
IC
866
Intersect Capital
California
$5.12M +$95.5K +1,643 +2%
KA
867
Kintegral Advisory
New York
$5.12M -$161K -2,771 -3%
AF
868
Alerus Financial
North Dakota
$5.11M +$17.3K +298 +0.3%
LNC
869
Lincoln National Corp
Pennsylvania
$5.11M +$48.1K +828 +1%
UCMOK
870
United Capital Management of KS
Kansas
$5.11M +$289K +4,966 +6%
CAM
871
Columbia Asset Management
Michigan
$5.1M +$48.7K +839 +1%
TNB
872
Thomasville National Bank
Georgia
$5.1M -$445K -7,663 -8%
PWM
873
Perigon Wealth Management
California
$5.09M -$274K -4,710 -5%
RFM
874
Royal Fund Management
Florida
$5.09M +$376K +6,464 +8%
GIA
875
Guyasuta Investment Advisors
Pennsylvania
$5.08M +$300K +5,165 +6%

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.