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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
WA
876
WealthTrust Axiom
Pennsylvania
$5.05M -$124K -2,140 -2%
JWM
877
Jupiter Wealth Management
Colorado
$5.05M -$885K -15,225 -15%
ACM
878
Alta Capital Management
Utah
$5.04M +$199K +3,427 +4%
DIA
879
Dean Investment Associates
Ohio
$4.98M -$104K -1,792 -2%
IA
880
IFP Advisors
Florida
$4.95M +$438K +7,534 +10%
VanEck Associates
881
VanEck Associates
New York
$4.95M -$2.11M -36,318 -30%
LC
882
Lavaca Capital
Texas
$4.94M +$55.2K +950 +1%
PAMG
883
Patton Albertson Miller Group
Tennessee
$4.94M -$30.8K -530 -0.6%
SMG
884
Spectrum Management Group
Indiana
$4.93M +$173K +2,972 +4%
LCP
885
Legacy Capital Partners
Wisconsin
$4.92M +$30.8K +530 +0.6%
RMAM
886
Raab & Moskowitz Asset Management
New Jersey
$4.92M -$72.6K -1,249 -1%
FFA
887
Fragasso Financial Advisors
Pennsylvania
$4.91M +$133K +2,293 +3%
MCM
888
Mengis Capital Management
Oregon
$4.89M +$220K +3,789 +5%
MAFM
889
Mid Atlantic Financial Management
Pennsylvania
$4.88M +$238K +4,102 +5%
BWM
890
BerganKDV Wealth Management
Minnesota
$4.88M -$78.3K -1,347 -2%
CP
891
Corbenic Partners
Pennsylvania
$4.86M +$82K +1,412 +2%
PSP
892
Principal Street Partners
Tennessee
$4.85M +$160K +2,749 +3%
VIA
893
Vident Investment Advisory
Georgia
$4.84M -$1.34M -23,019 -22%
LWAC
894
Laurel Wealth Advisors (California)
California
$4.84M -$24.6K -424 -0.5%
GT
895
Greenleaf Trust
Michigan
$4.82M +$236K +4,061 +5%
PHK
896
Point72 Hong Kong
Hong Kong
$4.82M +$3.72M +64,074 +380%
AT
897
Arden Trust
Delaware
$4.8M +$104K +1,790 +2%
PS
898
Pensionfund Sabic
Netherlands
$4.79M +$349K +6,000 +8%
HEIP
899
Hudson Edge Investment Partners
New Jersey
$4.78M +$3.89M +66,992 +503%
NSIM
900
North Star Investment Management
Illinois
$4.76M +$141K +2,435 +3%

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.