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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
NWP
1251
Northstar Wealth Partners
Connecticut
$2.41M -$396K -6,814 -14%
FSA
1252
Fort Sheridan Advisors
Illinois
$2.41M +$10.7K +185 +0.5%
FDS
1253
First Dallas Securities
Texas
$2.41M +$2.35M +40,468 New
ACP
1254
Ashfield Capital Partners
California
$2.4M -$33.6K -578 -1%
HIA
1255
Harbor Investment Advisory
Maryland
$2.4M +$123K +2,124 +6%
IIC
1256
Ironwood Investment Counsel
Arizona
$2.39M +$81K +1,394 +4%
QPWM
1257
Quadrant Private Wealth Management
Pennsylvania
$2.39M +$521K +8,972 +29%
DLA
1258
Douglas Lane & Associates
New York
$2.38M -$62.8K -1,080 -3%
TG
1259
TCW Group
California
$2.37M +$25K +431 +1%
MWM
1260
Meridian Wealth Management
Kentucky
$2.37M +$1.01M +17,419 +78%
GEA
1261
Glen Eagle Advisors
New Jersey
$2.37M +$187K +3,219 +9%
SCA
1262
Strategic Capital Advisers
Colorado
$2.37M +$47.3K +814 +2%
BOPW
1263
Brandywine Oak Private Wealth
Pennsylvania
$2.36M -$63.3K -1,089 -3%
RCG
1264
Rock Creek Group
District of Columbia
$2.35M +$732K +12,602 +47%
CMO
1265
Covenant Multifamily Offices
Texas
$2.35M -$397K -6,837 -15%
RG
1266
Rikoon Group
New Mexico
$2.35M -$7.32K -126 -0.3%
WA1
1267
Wimmer Associates 1
California
$2.35M +$254K +4,370 +12%
SLG
1268
Stanley-Laman Group
Pennsylvania
$2.35M +$116K +2,005 +5%
CAM
1269
Cidel Asset Management
Ontario, Canada
$2.34M -$86.9K -1,495 -4%
EBT
1270
Enterprise Bank & Trust
Massachusetts
$2.34M -$48.7K -838 -2%
WIS
1271
Wright Investors Service
Connecticut
$2.34M +$571K +9,835 +33%
SAMC
1272
Spectrum Asset Management (California)
California
$2.33M +$1.92K +33 +0.1%
NHC
1273
Nicholas Hoffman & Company
Georgia
$2.33M +$48.9K +841 +2%
TIA
1274
Traphagen Investment Advisors
New Jersey
$2.32M +$52K +895 +2%
MIM
1275
Miller Investment Management
Pennsylvania
$2.32M

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.