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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
HBT
1351
Hills Bank & Trust
Iowa
$2.01M -$11K -189 -0.6%
PIMG
1352
Patriot Investment Management Group
Tennessee
$2.01M +$69.1K +1,189 +4%
CWM
1353
Chesapeake Wealth Management
Virginia
$2M -$10.6K -183 -0.5%
MIM
1354
Moseley Investment Management
Florida
$2M -$67K -1,153 -3%
CSM
1355
CAMG Solamere Management
North Carolina
$2M +$3.6K +62 +0.2%
ADL
1356
Asset Dedication LLC
California
$2M +$437K +7,529 +29%
MS
1357
Madden Securities
Texas
$2M +$51.3K +883 +3%
SWM
1358
Sculati Wealth Management
Michigan
$2M +$56K +963 +3%
GL
1359
Graypoint LLC
New York
$1.99M +$1.6M +27,472 +456%
VPIM
1360
Vanguard Personalized Indexing Management
California
$1.99M +$1.17M +20,171 +152%
CFC
1361
Coyle Financial Counsel
Illinois
$1.99M -$33.6K -579 -2%
MFG
1362
Merit Financial Group
Georgia
$1.99M +$190K +3,275 +11%
PA
1363
Probity Advisors
Texas
$1.98M +$38.5K +662 +2%
PP
1364
Professional Planning
California
$1.98M -$73.8K -1,270 -4%
SWIG
1365
Strategic Wealth Investment Group
Kentucky
$1.96M +$231K +3,984 +14%
CGL
1366
Clarius Group LLC
Washington
$1.96M -$1.64M -28,154 -46%
FRA
1367
Front Row Advisors
California
$1.96M -$86.2K -1,483 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1368
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.96M +$1.87M +32,227 +4,732%
VWM
1369
Vigilare Wealth Management
Arizona
$1.95M +$94.4K +1,624 +5%
FWP
1370
FAS Wealth Partners
Kansas
$1.95M +$2.27K +39 +0.1%
MMHP
1371
Murphy Middleton Hinkle & Parker
Georgia
$1.95M -$38.8K -668 -2%
MCWS
1372
McKinley Carter Wealth Services
West Virginia
$1.95M +$266K +4,573 +16%
MF
1373
Manchester Financial
California
$1.94M +$930 +16 +0%
PWAC
1374
Private Wealth Advisors (California)
California
$1.94M +$462K +7,946 +32%
WWM
1375
Windsor Wealth Management
Indiana
$1.93M +$83.1K +1,431 +4%

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.