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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
MCP
926
Martin Capital Partners
Oregon
$4.47M -$97.4K -1,677 -2%
Select Equity Group
927
Select Equity Group
New York
$4.46M
AWA
928
ARS Wealth Advisors
Florida
$4.45M +$1.44M +24,724 +49%
Jane Street
929
Jane Street
New York
$4.44M -$21.3M -366,550 -83%
WLPWM
930
Walled Lake Planning & Wealth Management
Illinois
$4.44M +$20.2K +348 +0.5%
SC
931
Sawyer & Company
Massachusetts
$4.44M -$41K -705 -0.9%
PLFAM
932
Pineno Levin & Ford Asset Management
Virginia
$4.44M +$875K +15,064 +25%
Cohen & Steers
933
Cohen & Steers
New York
$4.44M -$82.4K -1,418 -2%
PTC
934
Private Trust Company
Ohio
$4.42M +$74.4K +1,281 +2%
CIA
935
Covington Investment Advisors
Pennsylvania
$4.42M +$53.2K +915 +1%
MBT
936
Montecito Bank & Trust
California
$4.4M +$99.5K +1,713 +2%
LCC
937
Lincoln Capital Corp
Rhode Island
$4.4M -$51.9K -894 -1%
SFA
938
Sequoia Financial Advisors
Ohio
$4.4M +$1.11M +19,173 +35%
PAA
939
Peregrine Asset Advisers
Oregon
$4.4M +$2.38M +41,031 +125%
FWM
940
Frontier Wealth Management
Missouri
$4.39M +$246K +4,242 +6%
WBC
941
West Branch Capital
Massachusetts
$4.37M -$69.7K -1,199 -2%
OIA
942
OneDigital Investment Advisors
Kansas
$4.36M -$146K -2,515 -3%
GSBTD
943
Glenview State Bank Trust Department
Illinois
$4.36M +$497K +8,552 +13%
STB
944
S&T Bank
Pennsylvania
$4.36M -$130K -2,233 -3%
KWM
945
Kingsview Wealth Management
Oregon
$4.35M +$53.1K +914 +1%
NI
946
Nepsis Inc
Minnesota
$4.35M +$1.45M +24,997 +52%
FFWA
947
FRG Family Wealth Advisors
Washington
$4.34M -$32.2K -555 -0.8%
CT
948
Coastline Trust
Rhode Island
$4.34M -$20.3K -350 -0.5%
PWSG
949
Pacific Wealth Strategies Group
California
$4.34M -$370K -6,361 -8%
LA
950
LVW Advisors
New York
$4.33M -$3.43K -59 -0.1%

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.