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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
CC
1151
Courier Capital
New York
$2.91M +$42.5K +732 +1%
LWANC
1152
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9M +$324K +5,574 +13%
CA
1153
Clearstead Advisors
Ohio
$2.89M +$490K +8,433 +21%
DWT
1154
Dorsey & Whitney Trust
South Dakota
$2.89M -$344K -5,914 -11%
BCA
1155
Bay Colony Advisors
Massachusetts
$2.89M +$801K +13,791 +40%
NP
1156
NorthRock Partners
Minnesota
$2.89M -$25.4K -438 -0.9%
ACM
1157
Adalta Capital Management
New York
$2.88M +$97.3K +1,675 +4%
EI
1158
Ethic Inc
New York
$2.88M +$668K +11,489 +31%
NFG
1159
Nations Financial Group
Iowa
$2.88M -$371K -6,393 -12%
CCM
1160
Cadence Capital Management
Massachusetts
$2.87M -$659K -11,335 -19%
ST
1161
Spinnaker Trust
Maine
$2.86M +$161K +2,768 +6%
ANTB
1162
AMG National Trust Bank
Colorado
$2.85M +$639 +11 +0%
KMWM
1163
Keudell/Morrison Wealth Management
Oregon
$2.85M -$15.9K -273 -0.6%
IPW
1164
Inlet Private Wealth
Florida
$2.84M
SFS
1165
Strategic Financial Services
New York
$2.84M -$325K -5,589 -10%
SC
1166
Slow Capital
California
$2.83M +$63.9K +1,100 +2%
TC
1167
Telemus Capital
Michigan
$2.83M +$527K +9,077 +23%
NDSI
1168
Newman Dignan & Sheerar Inc
Rhode Island
$2.83M +$62.2K +1,071 +2%
VMPIC
1169
Varma Mutual Pension Insurance Co
Finland
$2.83M +$1.53M +26,405 +124%
CPO
1170
Cerity Partners OCIO
New York
$2.82M -$13.9K -239 -0.5%
HZ
1171
Hixon Zuercher
Ohio
$2.82M +$67.5K +1,161 +3%
TSWM
1172
Triangle Securities Wealth Management
North Carolina
$2.81M -$93K -1,600 -3%
FI
1173
FormulaFolio Investments
Michigan
$2.81M +$59.8K +1,029 +2%
BFPW
1174
BOK Financial Private Wealth
Colorado
$2.81M -$1.94M -33,443 -41%
CFMC
1175
Curbstone Financial Management Corp
New Hampshire
$2.81M -$19.8K -340 -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.