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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
SWA
1026
SFMG Wealth Advisors
Texas
$3.77M +$723K +12,446 +24%
CII
1027
Capital International Inc
California
$3.77M -$131K -2,255 -3%
LIM
1028
Leavell Investment Management
Alabama
$3.76M +$23K +396 +0.6%
WB
1029
Webster Bank
Connecticut
$3.75M +$28.4K +489 +0.8%
HA
1030
Heartland Advisors
Wisconsin
$3.73M -$5.24M -90,156 -59%
HPC
1031
HM Payson & Co
Maine
$3.72M +$121K +2,075 +3%
OIA
1032
Optimum Investment Advisors
Illinois
$3.71M -$212K -3,656 -6%
PA
1033
Profund Advisors
Maryland
$3.67M -$122K -2,102 -3%
FBT
1034
First Bankers Trust
Kentucky
$3.65M -$255K -4,382 -7%
BWL
1035
Bogart Wealth LLC
Virginia
$3.65M +$211K +3,624 +6%
GSC
1036
G&S Capital
Colorado
$3.64M +$11.9K +204 +0.3%
LFAS
1037
Level Four Advisory Services
Texas
$3.64M +$145K +2,489 +4%
WEC
1038
Winslow Evans & Crocker
Massachusetts
$3.63M -$136K -2,345 -4%
CFGS
1039
Concourse Financial Group Securities
Alabama
$3.61M +$170K +2,924 +5%
PFS
1040
Physicians Financial Services
North Carolina
$3.61M +$47.3K +814 +1%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.61M +$949K +16,330 +37%
MCP
1042
Mirador Capital Partners
California
$3.6M +$35.4K +609 +1%
TTWM
1043
TCV Trust & Wealth Management
Virginia
$3.6M -$228K -3,929 -6%
MSAM
1044
Moloney Securities Asset Management
Missouri
$3.6M +$156K +2,681 +5%
HCA
1045
Horan Capital Advisors
Ohio
$3.59M -$17.8K -307 -0.5%
SCA
1046
Sage Capital Advisors
South Dakota
$3.59M -$1.22K -21 -0%
LBC
1047
Lawrence B. Cohen
$3.58M -$96.8K -1,666 -3%
OC
1048
Oarsman Capital
Wisconsin
$3.58M -$208K -3,585 -6%
CPIA
1049
Cornell Pochily Investment Advisors
New York
$3.57M +$25.5K +439 +0.7%
FHA
1050
Flagship Harbor Advisors
Massachusetts
$3.57M -$308K -5,305 -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.