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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
BMA
1101
Brooks Moore & Associates
Tennessee
$3.26M -$11.9K -204 -0.4%
AF
1102
Arrow Financial
New York
$3.25M -$105K -1,802 -3%
ACS
1103
Archford Capital Strategies
Illinois
$3.24M +$209K +3,599 +7%
BA
1104
BCM Advisors
Louisiana
$3.24M
SFA
1105
Souders Financial Advisors
Ohio
$3.21M +$170K +2,920 +6%
FFG
1106
Fortem Financial Group
California
$3.19M +$868K +14,936 +39%
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$3.19M +$2.58M +44,474 +487%
TPA
1108
Trivium Point Advisory
Connecticut
$3.18M -$4.76K -82 -0.2%
GWMIA
1109
Global Wealth Management Investment Advisory
Florida
$3.18M -$99.5K -1,712 -3%
HC
1110
Hourglass Capital
Texas
$3.17M -$50K -860 -2%
NC
1111
NewSquare Capital
Pennsylvania
$3.16M +$215K +3,704 +7%
CCM
1112
Check Capital Management
California
$3.15M -$11.6K -200 -0.4%
ACA
1113
Aptus Capital Advisors
Alabama
$3.15M +$68.6K +1,181 +2%
GLA
1114
Good Life Advisors
Pennsylvania
$3.14M +$24.2K +416 +0.8%
CIC
1115
Cornercap Investment Counsel
Georgia
$3.13M +$205K +3,523 +7%
SOAMC
1116
Spirit of America Management Corp
New York
$3.13M
NFG
1117
Next Financial Group
Texas
$3.12M +$174K +3,001 +6%
BKA
1118
Brick & Kyle Associates
Pennsylvania
$3.12M +$45.9K +790 +2%
WSC
1119
Wellington Shields & Co
New York
$3.11M -$240K -4,136 -7%
MSU
1120
Mizuho Securities USA
New York
$3.11M +$3.04M +52,290 New
HIP
1121
Harrell Investment Partners
Texas
$3.11M -$67.6K -1,163 -2%
GW
1122
GW & Wade
Massachusetts
$3.1M +$21.7K +374 +0.7%
GAM
1123
Grandview Asset Management
Pennsylvania
$3.09M +$5.87K +101 +0.2%
OCM
1124
Orleans Capital Management
Louisiana
$3.09M +$214K +3,690 +8%
BPC
1125
Banque Pictet & Cie
Switzerland
$3.08M +$821K +14,133 +37%

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.