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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
GCA
1001
Greenwood Capital Associates
South Carolina
$3.92M -$2.02M -34,694 -35%
BCCM
1002
Bridge Creek Capital Management
Massachusetts
$3.91M -$10.4K -179 -0.3%
GVAG
1003
Great Valley Advisor Group
Delaware
$3.91M +$215K +3,695 +6%
IEFM
1004
IQ EQ Fund Management
Ireland
$3.91M -$40.9K -704 -1%
BA
1005
Baugh & Associates
Georgia
$3.89M -$43.8K -754 -1%
PWAP
1006
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.89M +$120K +2,064 +3%
S
1007
SignatureFD
Georgia
$3.89M +$268K +4,609 +8%
NAM
1008
NTV Asset Management
West Virginia
$3.88M -$2.56K -44 -0.1%
CAM
1009
Centre Asset Management
New York
$3.88M +$1.17M +20,110 +45%
NSEDCP
1010
NJ State Employees Deferred Compensation Plan
New Jersey
$3.87M
CCM
1011
Courage Capital Management
Tennessee
$3.87M +$3.78M +65,000 New
CCG
1012
Chatham Capital Group
Georgia
$3.87M -$46.5K -800 -1%
MA
1013
Montag & Associates
Georgia
$3.86M -$31.5K -542 -0.8%
SFG
1014
SevenBridge Financial Group
Pennsylvania
$3.86M +$29.4K +506 +0.8%
SAM
1015
Strategy Asset Managers
California
$3.85M +$154K +2,648 +4%
SNT
1016
Security National Trust
West Virginia
$3.83M -$122K -2,094 -3%
SCM
1017
Salem Capital Management
Massachusetts
$3.83M -$212K -3,650 -5%
SCM
1018
Spreng Capital Management
Ohio
$3.83M -$75.5K -1,300 -2%
WIM
1019
Waverton Investment Management
United Kingdom
$3.81M -$124K -2,138 -3%
DA
1020
DCF Advisers
Connecticut
$3.81M +$378K +6,500 +11%
WCM
1021
Windward Capital Management
California
$3.8M +$22.6K +389 +0.6%
JGUA
1022
John G. Ullman & Associates
New York
$3.79M
BSB
1023
Bangor Savings Bank
Maine
$3.78M +$14.3K +246 +0.4%
FCCM
1024
First City Capital Management
Georgia
$3.78M +$1.67M +28,728 +80%
BB
1025
Berkshire Bank
Massachusetts
$3.78M +$3.69M +63,489 New

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.