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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
SMFG
976
Sumitomo Mitsui Financial Group
Japan
$4.16M +$710K +12,216 +21%
CCT
977
Capital City Trust
Florida
$4.15M +$69.4K +1,194 +2%
ET
978
Equitable Trust
Tennessee
$4.15M -$361K -6,208 -8%
WDA
979
Wendell David Associates
New Hampshire
$4.14M
MBTD
980
Mechanics Bank - Trust Department
California
$4.13M +$97.9K +1,685 +2%
VWA
981
Visionary Wealth Advisors
Illinois
$4.13M +$179K +3,084 +5%
HW
982
Hamilton Wealth
California
$4.09M +$175K +3,011 +5%
Holocene Advisors
983
Holocene Advisors
New York
$4.09M -$89.2K -1,535 -2%
AAS
984
Annex Advisory Services
Wisconsin
$4.08M +$196K +3,374 +5%
AII
985
AGF Investments Inc
Ontario, Canada
$4.08M +$822K +14,152 +26%
ETI
986
Enterprise Trust & Investment
California
$4.08M
CWG
987
Cornerstone Wealth Group
North Carolina
$4.08M +$13.5K +232 +0.3%
HCM
988
Hall Capital Management
Rhode Island
$4.07M -$31.3K -538 -0.8%
DBG
989
De Burlo Group
Massachusetts
$4.06M -$63.9K -1,100 -2%
PG
990
Pendal Group
Australia
$4.02M -$1.72M -29,638 -30%
LDB
991
Lee, Danner & Bass
Tennessee
$4.01M +$884K +15,223 +29%
DWA
992
Douglass Winthrop Advisors
New York
$4M +$340K +5,852 +10%
PMG
993
ProVise Management Group
Florida
$4M +$27.1K +467 +0.7%
EP
994
Eudaimonia Partners
Tennessee
$3.99M +$160K +2,748 +4%
IWM
995
IHT Wealth Management
Illinois
$3.97M +$603K +10,383 +18%
RWB
996
RMR Wealth Builders
New Jersey
$3.97M +$2.11M +36,260 +119%
DBT
997
Dubuque Bank & Trust
Iowa
$3.95M -$365K -6,290 -9%
UF
998
Univest Financial
Pennsylvania
$3.95M -$222K -3,822 -5%
HPIA
999
Hamilton Point Investment Advisors
North Carolina
$3.94M +$78.1K +1,345 +2%
IA
1000
IndexIQ Advisors
New York
$3.93M +$1.07M +18,426 +39%

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.