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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
EA
1326
Ellsworth Advisors
Ohio
$2.1M +$4.82K +83 +0.2%
FDS
1327
Freedom Day Solutions
Texas
$2.1M +$228K +3,919 +13%
BOCM
1328
Bontempo Ohly Capital Management
Maryland
$2.1M -$3.6K -62 -0.2%
PI
1329
Pettee Investors
Connecticut
$2.09M +$62.9K +1,083 +3%
BCM
1330
BTR Capital Management
California
$2.09M +$95.7K +1,647 +5%
SC
1331
Savant Capital
Illinois
$2.09M +$7.9K +136 +0.4%
SCM
1332
Sterneck Capital Management
Missouri
$2.07M -$27.8K -478 -1%
GRP
1333
Global Retirement Partners
California
$2.06M +$39.2K +674 +2%
RIA
1334
Realta Investment Advisors
Delaware
$2.06M +$239K +4,106 +13%
EF
1335
Empirical Finance
Pennsylvania
$2.05M +$422K +7,265 +27%
JHCP
1336
Jackson Hole Capital Partners
Oklahoma
$2.05M +$320K +5,506 +19%
WA
1337
WBH Advisory
Maryland
$2.05M +$46.9K +808 +2%
CL
1338
CPWM LLC
Washington
$2.05M -$105K -1,814 -5%
CIC
1339
Cincinnati Indemnity Company
Ohio
$2.04M
AWA
1340
Arete Wealth Advisors
Illinois
$2.04M +$678K +11,672 +51%
BOTW
1341
Bank of the West
California
$2.04M -$476K -8,199 -19%
PPSG
1342
Princeton Portfolio Strategies Group
New Jersey
$2.04M -$231K -3,980 -10%
ISB
1343
Iowa State Bank
Iowa
$2.03M -$122K -2,099 -6%
TFS
1344
TrustCore Financial Services
Tennessee
$2.03M +$2.44K +42 +0.1%
Simplex Trading
1345
Simplex Trading
Illinois
$2.02M +$844K +14,520 +74%
WCM
1346
Whitener Capital Management
North Carolina
$2.02M +$121K +2,075 +7%
BWA
1347
BDO Wealth Advisors
Florida
$2.02M +$87.6K +1,508 +5%
Members Trust
1348
Members Trust
Florida
$2.02M +$357K +6,141 +22%
FC
1349
FORA Capital
Florida
$2.01M +$1.97M +33,859 New
CA
1350
Calton & Associates
Florida
$2.01M +$10.5K +180 +0.5%

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.