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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
RMC
951
Resources Management Corp
Connecticut
$4.33M +$144K +2,479 +4%
NPT
952
Nixon Peabody Trust
Massachusetts
$4.32M +$12.5K +215 +0.3%
WFMPM
953
Woodley Farra Manion Portfolio Management
Indiana
$4.31M -$443K -7,619 -10%
JCM
954
Jacobi Capital Management
Pennsylvania
$4.3M -$50.6K -871 -1%
PA
955
Perennial Advisors
New York
$4.28M +$117K +2,014 +3%
AIC
956
Argus Investors Counsel
New York
$4.27M +$273K +4,700 +7%
IAN
957
Integrated Advisors Network
Texas
$4.26M +$118K +2,038 +3%
BEAM
958
Baker Ellis Asset Management
Washington
$4.26M +$173K +2,978 +4%
AM
959
Atwater Malick
Pennsylvania
$4.26M +$170K +2,925 +4%
Bank Julius Baer & Co
960
Bank Julius Baer & Co
Switzerland
$4.25M -$1.37M -23,648 -25%
SGA
961
Strategic Global Advisors
California
$4.24M +$315K +5,415 +8%
BST
962
Bath Savings Trust
Maine
$4.24M +$580K +9,975 +16%
CBTWT
963
Community Bank & Trust (Waco, Texas)
Texas
$4.24M +$66.8K +1,150 +2%
MYLI
964
Meiji Yasuda Life Insurance
Japan
$4.24M +$62.5K +1,075 +2%
BCM
965
Brookstone Capital Management
Illinois
$4.23M +$624K +10,741 +18%
MCM
966
Mattern Capital Management
Colorado
$4.22M +$71.1K +1,223 +2%
BRM
967
Boston Research & Management
Massachusetts
$4.2M -$75.6K -1,301 -2%
AMIM
968
Aull & Monroe Investment Management
Alabama
$4.19M +$2.9K +50 +0.1%
CAM
969
Cubic Asset Management
Massachusetts
$4.19M +$201K +3,455 +5%
TCOT
970
Trust Company of Toledo
Ohio
$4.18M -$86.2K -1,484 -2%
FNFDCM
971
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.18M +$66.8K +1,150 +2%
GIP
972
Granite Investment Partners
California
$4.17M +$78.1K +1,345 +2%
FANJ
973
Financial Architects (New Jersey)
New Jersey
$4.17M -$181K -3,107 -4%
NEAM
974
New England Asset Management
Connecticut
$4.17M -$148K -2,550 -4%
VFA
975
Valeo Financial Advisors
Indiana
$4.17M -$54.1K -931 -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.