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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
HW
1176
Hedeker Wealth
Illinois
$2.81M -$1.11M -19,048 -29%
DCM
1177
Delta Capital Management
New Jersey
$2.8M -$29.1K -500 -1%
FC
1178
Forte Capital
New York
$2.8M -$105K -1,815 -4%
JIC
1179
Joel Isaacson & Co
New York
$2.8M +$120K +2,061 +5%
WANY
1180
Wealthspire Advisors (New York)
New York
$2.8M +$146K +2,520 +6%
WA
1181
Wealth Alliance
New York
$2.79M +$191K +3,283 +8%
IFG
1182
Independent Financial Group
California
$2.78M +$64.1K +1,104 +2%
MIC
1183
Means Investment Company
Maine
$2.78M +$196K +3,382 +8%
CCA
1184
Checchi Capital Advisers
California
$2.78M +$12.6K +216 +0.5%
FBT
1185
First Bank & Trust
South Dakota
$2.78M -$90.1K -1,550 -3%
CCA
1186
Cobblestone Capital Advisors
New York
$2.78M +$40.6K +699 +2%
SFM
1187
Signet Financial Management
New Jersey
$2.77M -$168K -2,889 -6%
EIP
1188
Ellis Investment Partners
Pennsylvania
$2.76M -$23.5K -404 -0.9%
SFI
1189
SPC Financial Inc
Maryland
$2.75M +$119K +2,043 +5%
RWA
1190
River Wealth Advisors
Pennsylvania
$2.75M +$597K +10,279 +29%
RMDI
1191
R.M. Davis Inc
Maine
$2.75M +$123K +2,117 +5%
LBC
1192
Lowe Brockenbrough & Co
Virginia
$2.74M +$18.2K +313 +0.7%
MOS
1193
MGO One Seven
Ohio
$2.71M -$51.2K -882 -2%
NL
1194
NWAM LLC
Washington
$2.71M -$697K -12,003 -21%
MFG
1195
MidWestOne Financial Group
Iowa
$2.71M +$1.39M +23,952 +111%
FMTCOCP
1196
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.71M -$156K -2,690 -6%
CC
1197
Chicago Capital
Illinois
$2.71M +$7.79K +134 +0.3%
PHIMC
1198
Private Harbour Investment Management & Counsel
Ohio
$2.7M -$44.9K -772 -2%
SC
1199
Schulhoff & Co
Ohio
$2.69M +$41.9K +721 +2%
SFO
1200
Stokes Family Office
Louisiana
$2.69M -$58.7K -1,010 -2%

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.