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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
CA
1201
Claro Advisors
Massachusetts
$2.69M +$52.9K +910 +2%
BIM
1202
Baldwin Investment Management
Pennsylvania
$2.69M +$1.53M +26,295 +139%
NEIRG
1203
New England Investment & Retirement Group
Massachusetts
$2.69M -$56.2K -967 -2%
AWM
1204
Altium Wealth Management
New York
$2.68M +$60K +1,033 +2%
CM
1205
Crestline Management
Texas
$2.68M +$1.55M +26,709 +146%
BDWM
1206
Brewin Dolphin Wealth Management
Ireland
$2.68M -$92.6K -1,593 -3%
MIC
1207
Meridian Investment Counsel
California
$2.66M -$1.63K -28 -0.1%
SFA
1208
Semmax Financial Advisors
North Carolina
$2.65M +$31K +534 +1%
CFG
1209
Capstone Financial Group
Oklahoma
$2.64M +$90.9K +1,564 +4%
CPA
1210
Court Place Advisors
Maryland
$2.63M +$29.6K +509 +1%
BAS
1211
Brown Advisory Securities
Maryland
$2.63M +$88.4K +1,522 +4%
BWM
1212
Buckley Wealth Management
Nevada
$2.61M -$118K -2,031 -4%
MHS
1213
M Holdings Securities
Oregon
$2.61M -$238K -4,091 -9%
AW
1214
ACG Wealth
Georgia
$2.6M +$166K +2,855 +7%
CHJWM
1215
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.59M +$11.7K +201 +0.5%
SF
1216
Symphony Financial
Texas
$2.58M +$314K +5,411 +14%
UFG
1217
United Fire Group
Iowa
$2.58M
TI
1218
Truehand Inc
New Hampshire
$2.57M -$8.66K -149 -0.3%
KCM
1219
Kempner Capital Management
Texas
$2.57M
SIP
1220
Stoneridge Investment Partners
Pennsylvania
$2.56M -$618K -10,629 -20%
AA
1221
Altman Advisors
Illinois
$2.56M +$46K +792 +2%
IWP
1222
Icon Wealth Partners
Texas
$2.56M +$754K +12,985 +43%
HFBOT
1223
Home Federal Bank of Tennessee
Tennessee
$2.56M -$2.9K -50 -0.1%
NCM
1224
Neumann Capital Management
California
$2.55M
CCC
1225
Chelsea Counsel Company
California
$2.55M +$17K +293 +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.