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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
SSWM
1051
Smith Salley Wealth Management
North Carolina
$3.57M +$66.3K +1,141 +2%
FAIM
1052
Financial Advocates Investment Management
Washington
$3.56M +$143K +2,466 +4%
CAM
1053
Cypress Asset Management
Texas
$3.56M +$159K +2,731 +5%
WMA
1054
Wealth Management Associates
New Jersey
$3.56M +$458K +7,880 +15%
HH
1055
Hilltop Holdings
Texas
$3.55M +$441K +7,598 +15%
BHWA
1056
Beacon Harbor Wealth Advisors
Virginia
$3.54M -$77.2K -1,329 -2%
WR
1057
Watson Rebecca
$3.54M +$32.1K +553 +0.9%
VDBMI
1058
Van Den Berg Management I
Texas
$3.54M -$61.2K -1,053 -2%
PAM
1059
Pegasus Asset Management
New York
$3.54M -$6.74K -116 -0.2%
KTM
1060
Keeler Thomas Management
Utah
$3.53M +$8.71K +150 +0.3%
ZB
1061
Zions Bancorporation
Utah
$3.52M -$76.8K -1,322 -2%
JWM
1062
Jackson Wealth Management
Florida
$3.51M +$287K +4,945 +9%
AWCI
1063
Alpine Woods Capital Investors
New York
$3.51M +$3.09M +53,151 +918%
FPFS
1064
First Personal Financial Services
North Carolina
$3.5M -$1.72M -29,668 -34%
SS
1065
Sunbelt Securities
Texas
$3.5M +$316K +5,441 +10%
MFG
1066
Monte Financial Group
Connecticut
$3.5M -$207K -3,565 -6%
BBHC
1067
Brown Brothers Harriman & Co
New York
$3.49M +$80.3K +1,382 +2%
KPW
1068
Kore Private Wealth
New York
$3.48M +$18.9K +326 +0.6%
FAM
1069
Fred Alger Management
New York
$3.47M +$232 +4 +0%
CNBTD
1070
Citizens National Bank Trust Department
Mississippi
$3.47M -$17.4K -300 -0.5%
HI
1071
Hudock Inc
Pennsylvania
$3.46M -$131K -2,257 -4%
KA
1072
Kovack Advisors
Florida
$3.45M +$350K +6,017 +12%
S
1073
Surevest
California
$3.44M +$315K +5,417 +10%
PFSC
1074
Peoples Financial Services Corp
Pennsylvania
$3.44M -$5.46K -94 -0.2%
CBN
1075
Cadence Bank NA
Texas
$3.43M +$103K +1,767 +3%

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.