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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
Susquehanna International Group
901
Susquehanna International Group
Pennsylvania
$4.75M -$90.1M -1,550,404 -95%
JWM
902
JGP Wealth Management
Oregon
$4.75M +$99.4K +1,711 +2%
RIM
903
Regent Investment Management
Kentucky
$4.74M -$196K -3,375 -4%
BOH
904
Bank of Hawaii
Hawaii
$4.74M -$790K -13,604 -15%
BSW
905
Buckingham Strategic Wealth
Missouri
$4.74M +$398K +6,857 +9%
OPPTF
906
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.73M +$411K +7,076 +10%
FA
907
FMA Advisory
Pennsylvania
$4.71M +$115K +1,975 +3%
HB
908
Homrich & Berg
Georgia
$4.7M +$722K +12,427 +19%
EWM
909
Executive Wealth Management
Michigan
$4.68M +$174K +2,991 +4%
BHWM
910
Bar Harbor Wealth Management
New Hampshire
$4.67M -$103K -1,768 -2%
CCM
911
Compton Capital Management
Rhode Island
$4.66M -$87.2K -1,500 -2%
LNWWM
912
Laird Norton Wetherby Wealth Management
California
$4.66M -$87.2K -1,500 -2%
RCM
913
Radnor Capital Management
Pennsylvania
$4.63M +$105K +1,807 +2%
HDIM
914
Hanson & Doremus Investment Management
Vermont
$4.63M -$94.8K -1,632 -2%
SIG
915
Sky Investment Group
Connecticut
$4.62M +$396K +6,822 +10%
ATPW
916
Ashton Thomas Private Wealth
Arizona
$4.61M -$216K -3,713 -5%
GWM
917
Graybill Wealth Management
Illinois
$4.61M +$6.22K +107 +0.1%
BIM
918
Bridges Investment Management
Nebraska
$4.57M -$233K -4,012 -5%
KCPG
919
Kavar Capital Partners Group
Kansas
$4.57M +$200K +3,444 +5%
WWM
920
Western Wealth Management
Colorado
$4.53M -$31K -533 -0.7%
MKC
921
M. Kraus & Co
Vermont
$4.52M +$24.1K +415 +0.5%
CBB
922
Citizens Business Bank
California
$4.52M +$289K +4,971 +7%
TRCT
923
Tower Research Capital (TRC)
New York
$4.51M +$642K +11,056 +17%
PCIA
924
Prime Capital Investment Advisors
Kansas
$4.48M +$1.56M +26,866 +55%
LSPW
925
Lake Street Private Wealth
Illinois
$4.47M -$36K -619 -0.8%

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.