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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
BDF
1076
Balasa Dinverno & Foltz
$3.42M +$1.24M +21,270 +59%
RMCM
1077
Reynders McVeigh Capital Management
Massachusetts
$3.41M -$98.1K -1,688 -3%
BDS
1078
Banco de Sabadell
Florida
$3.41M -$1.33M -22,932 -29%
CWM
1079
Concentric Wealth Management
California
$3.39M +$22.5K +388 +0.7%
AA
1080
AlphaMark Advisors
Kentucky
$3.38M -$461K -7,926 -12%
JFL
1081
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.38M +$69.7K +1,200 +2%
SLWS
1082
Swaine & Leidel Wealth Services
Florida
$3.38M +$46.3K +797 +1%
IB
1083
Intrust Bank
Kansas
$3.37M +$102K +1,756 +3%
HCM
1084
Hillman Capital Management
Maryland
$3.37M +$69.9K +1,203 +2%
MLL
1085
Moody Lynn & Lieberson
Massachusetts
$3.37M -$889K -15,304 -21%
RA
1086
RFG Advisory
Alabama
$3.35M +$250K +4,304 +8%
NMIFOAC
1087
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.34M
GCM
1088
Gables Capital Management
Florida
$3.34M -$38.3K -660 -1%
EFIC
1089
Eliot Finkel Investment Counsel
California
$3.33M -$3.49K -60 -0.1%
RBA
1090
Richard Bernstein Advisors
New York
$3.33M
CAM
1091
Costello Asset Management
Pennsylvania
$3.32M +$17K +292 +0.5%
AL
1092
Aspiriant LLC
California
$3.32M +$2.16M +37,250 +201%
SIM
1093
Stratos Investment Management
Ohio
$3.29M +$461K +7,943 +17%
BUB
1094
BBVA USA Bancshares
Texas
$3.29M -$347K -5,967 -10%
FM
1095
Family Management
New York
$3.28M -$88.1K -1,516 -3%
TAM
1096
Tealwood Asset Management
Minnesota
$3.27M -$79.3K -1,364 -2%
MCM
1097
McMillion Capital Management
North Carolina
$3.27M -$172K -2,959 -5%
SWM
1098
SVA Wealth Management
Wisconsin
$3.27M +$196K +3,381 +7%
EF
1099
Exeter Financial
Arizona
$3.27M +$13K +223 +0.4%
IF
1100
Insight Folios
North Carolina
$3.26M -$21.7K -373 -0.7%

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.