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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
CFA
1126
Carroll Financial Associates
North Carolina
$3.08M +$13.9K +239 +0.5%
HCM
1127
Hodges Capital Management
Texas
$3.08M +$116 +2 +0%
WAP
1128
Wealthcare Advisory Partners
Pennsylvania
$3.08M +$234K +4,027 +8%
CG
1129
Caprock Group
Idaho
$3.08M -$320K -5,510 -10%
BIM
1130
Bridgecreek Investment Management
Oklahoma
$3.06M -$5.81K -100 -0.2%
EFS
1131
Essex Financial Services
Connecticut
$3.06M +$312K +5,363 +12%
TLP
1132
Trinity Legacy Partners
Texas
$3.05M +$19.3K +333 +0.7%
DCM
1133
Donaldson Capital Management
Indiana
$3.04M -$137K -2,352 -4%
UBV
1134
United Bank (Virginia)
Virginia
$3.04M +$24.8K +427 +0.8%
SCP
1135
Shorepoint Capital Partners
Massachusetts
$3.02M -$28.8K -496 -1%
SL
1136
Summitry LLC
California
$3.01M +$4.82K +83 +0.2%
MSA
1137
Marino Stram & Associates
Massachusetts
$3.01M +$56.2K +968 +2%
HAIM
1138
Hunter Associates Investment Management
Pennsylvania
$2.99M +$32K +550 +1%
LA
1139
Lynch & Associates
Indiana
$2.99M -$11.1K -191 -0.4%
DWM
1140
Dorchester Wealth Management
Quebec, Canada
$2.98M -$54.4K -937 -2%
ST
1141
Smithfield Trust
Pennsylvania
$2.97M +$199K +3,428 +7%
CIA
1142
Choate Investment Advisors
Massachusetts
$2.96M -$88.8K -1,528 -3%
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$2.96M +$147K +2,535 +5%
BC
1144
Burleson & Co
California
$2.96M -$74.4K -1,280 -2%
SIMM
1145
Stillwater Investment Management (Minnesota)
Minnesota
$2.96M +$71.5K +1,231 +3%
OAM
1146
Oak Asset Management
California
$2.96M -$1.92K -33 -0.1%
BB
1147
Bell Bank
North Dakota
$2.95M -$116K -2,001 -4%
JSL
1148
JT Stratford LLC
Georgia
$2.94M -$405K -6,977 -12%
DSC
1149
Duncker Streett & Co
Missouri
$2.94M -$13.2K -227 -0.5%
MME
1150
Meag Munich Ergo
Germany
$2.92M -$419K -7,217 -13%

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.