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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
WGCA
1276
Wolf Group Capital Advisors
Virginia
$2.31M -$821K -14,129 -27%
CS
1277
Comerica Securities
Michigan
$2.29M -$376K -6,475 -14%
IP
1278
Intellectus Partners
California
$2.28M +$537K +9,248 +32%
JFGIW
1279
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.28M +$771K +13,274 +53%
OSAM
1280
O'Shaughnessy Asset Management
Connecticut
$2.27M +$810K +13,949 +58%
CCMW
1281
Cypress Capital Management (Wyoming)
Wyoming
$2.27M -$2.27K -39 -0.1%
SSI
1282
Scott & Selber Inc
Texas
$2.26M -$13.7K -236 -0.6%
AF
1283
Allworth Financial
California
$2.25M -$38.9K -669 -2%
RM
1284
Resource Management
Louisiana
$2.25M +$303K +5,222 +16%
FGA
1285
Fortis Group Advisors
New Jersey
$2.25M +$2.2M +37,876 New
WP
1286
WealthSource Partners
California
$2.25M +$192K +3,296 +10%
EWM
1287
Empirical Wealth Management
Washington
$2.25M +$359K +6,180 +20%
WPC
1288
White Pine Capital
Minnesota
$2.25M -$23.2K -400 -1%
HBWM
1289
Hollow Brook Wealth Management
New York
$2.24M +$20.8K +358 +1%
AAM
1290
Auxier Asset Management
Oregon
$2.24M -$18K -310 -0.8%
FMTC
1291
Farmers & Merchants Trust Company
California
$2.23M -$9.47K -163 -0.4%
DAM
1292
Doheny Asset Management
California
$2.23M +$1.05M +18,046 +93%
FUBT
1293
First United Bank & Trust
Maryland
$2.23M +$83.1K +1,431 +4%
YWP
1294
YorkBridge Wealth Partners
New York
$2.22M +$231K +3,983 +12%
SIM
1295
Sterling Investment Management
Arizona
$2.21M -$68.3K -1,175 -3%
PTP
1296
Platform Technology Partners
New York
$2.2M +$29.5K +507 +1%
FNBOSM
1297
First National Bank of South Miami
Florida
$2.2M +$1.04M +17,918 +87%
PIM
1298
Penobscot Investment Management
Massachusetts
$2.2M -$872 -15 -0%
AIL
1299
AGF Investments LLC
Ontario, Canada
$2.2M -$1.34M -23,030 -38%
BE
1300
Bonness Enterprises
District of Columbia
$2.19M

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.