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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
NNP
1301
Nachman Norwood & Parrott
South Carolina
$2.19M -$35.8K -617 -2%
NERM
1302
New England Research & Management
Illinois
$2.19M -$11.6K -200 -0.5%
LWM
1303
Laidlaw Wealth Management
New York
$2.19M +$67K +1,154 +3%
NL
1304
NVWM LLC
Pennsylvania
$2.19M +$49K +843 +2%
KWMG
1305
King Wealth Management Group
Florida
$2.18M +$35.3K +608 +2%
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M -$25.9K -446 -1%
CCM
1307
Crossvault Capital Management
Texas
$2.18M +$53.7K +925 +3%
PVWM
1308
Point View Wealth Management
New Jersey
$2.17M +$3.08K +53 +0.1%
TMAM
1309
Tokio Marine Asset Management
Japan
$2.17M +$304K +5,227 +17%
CT
1310
Chicago Trust
Illinois
$2.16M -$152K -2,610 -7%
WPP
1311
Whalerock Point Partners
Rhode Island
$2.16M -$1.89M -32,491 -94%
WP
1312
WealthPLAN Partners
Nebraska
$2.15M -$56.8K -978 -3%
TPWA
1313
TRUE Private Wealth Advisors
Oregon
$2.15M +$87.6K +1,507 +4%
GBT
1314
Grove Bank & Trust
Florida
$2.15M -$168K -2,887 -7%
HCM
1315
Hengehold Capital Management
Ohio
$2.14M +$111K +1,906 +6%
EFSCE
1316
Enterprise Financial Services Corp (EFSC)
Missouri
$2.14M -$897K -15,434 -30%
RCAG
1317
Rehmann Capital Advisory Group
Michigan
$2.13M +$57.6K +991 +3%
NSB
1318
Norway Savings Bank
Maine
$2.13M +$98.2K +1,690 +5%
QCM
1319
Quest Capital Management
Texas
$2.13M -$112K -1,936 -5%
WOC
1320
West Oak Capital
California
$2.13M -$84K -1,445 -4%
CICI
1321
Capital Investment Counsel Inc
North Carolina
$2.12M +$176K +3,032 +9%
BWP
1322
Bernardo Wealth Planning
Pennsylvania
$2.12M +$109K +1,877 +6%
PAM
1323
Paradigm Asset Management
New York
$2.11M -$343K -5,900 -14%
KFA
1324
Kelleher Financial Advisors
New York
$2.11M -$1.28K -22 -0.1%
WAS
1325
Wealth Advisory Solutions
Indiana
$2.1M +$65.1K +1,121 +3%

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.