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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
AC
1226
Abbrea Capital
California
$2.54M -$69.3K -1,192 -3%
HFA
1227
HC Financial Advisors
California
$2.54M -$112K -1,928 -4%
SYBT
1228
Stock Yards Bank & Trust
Kentucky
$2.54M +$110K +1,898 +5%
HFRG
1229
Houlihan Financial Resource Group
Virginia
$2.53M +$2.41M +41,441 New
AC
1230
Arjuna Capital
North Carolina
$2.52M +$21.4K +368 +0.9%
CA
1231
Continuum Advisory
Idaho
$2.51M +$484K +8,336 +25%
SMC
1232
Smith, Moore & Co
Missouri
$2.49M -$189K -3,260 -7%
RC
1233
Roundview Capital
New Jersey
$2.48M -$187K -3,215 -7%
AIA
1234
Armor Investment Advisors
North Carolina
$2.48M -$118K -2,036 -5%
TGAM
1235
TBH Global Asset Management
Tennessee
$2.46M +$16.3K +280 +0.7%
Fisher Asset Management
1236
Fisher Asset Management
Washington
$2.45M +$61.9K +1,066 +3%
AWS
1237
Arkfeld Wealth Strategies
Nebraska
$2.45M +$2.13M +36,635 +778%
AFM
1238
Abbot Financial Management
Massachusetts
$2.44M +$17.1K +295 +0.7%
FHA
1239
First Horizon Advisors
Tennessee
$2.44M +$359K +6,183 +18%
QIM
1240
Quest Investment Management
Oregon
$2.43M -$113K -1,950 -5%
RWA
1241
Ropes Wealth Advisors
Massachusetts
$2.43M +$503K +8,654 +27%
GAMC
1242
Garner Asset Management Corp
Texas
$2.43M +$465 +8 +0%
FCA
1243
FLC Capital Advisors
California
$2.43M +$2.44K +42 +0.1%
LHC
1244
Little House Capital
Massachusetts
$2.43M +$12.4K +213 +0.5%
HFM
1245
Hartford Financial Management
Connecticut
$2.42M +$9.06K +156 +0.4%
NIM
1246
Northeast Investment Management
Massachusetts
$2.42M +$155K +2,660 +7%
SHA
1247
Seneca House Advisors
Virginia
$2.42M +$57.2K +985 +2%
CIA
1248
CSat Investment Advisory
Michigan
$2.41M +$798K +13,728 +51%
MSS
1249
Mitchell Sinkler & Starr
Pennsylvania
$2.41M +$53.7K +925 +2%
HT
1250
HighTower Trust
Texas
$2.41M

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.