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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
HI
1376
Human Investing
Oregon
$1.92M -$117K -2,009 -6%
SW
1377
StrongBox Wealth
Missouri
$1.92M +$258K +4,442 +16%
VCM
1378
Virtue Capital Management
Tennessee
$1.92M -$598K -10,298 -24%
ACM
1379
Allred Capital Management
Texas
$1.91M +$6.86K +118 +0.4%
NPP
1380
New Potomac Partners
Maryland
$1.91M +$74K +1,274 +4%
PWMAG
1381
Pinnacle Wealth Management Advisory Group
New Jersey
$1.91M +$438K +7,542 +31%
AIC
1382
Ameritas Investment Company
Nebraska
$1.9M
GWSG
1383
GPS Wealth Strategies Group
Colorado
$1.9M +$1.85M +31,875 New
MC
1384
Martin & Co
Tennessee
$1.89M +$11.3K +195 +0.6%
FA
1385
Fagan Associates
New York
$1.89M +$917K +15,777 +99%
CCM
1386
Cox Capital Management
Massachusetts
$1.89M -$755K -12,987 -29%
VNA
1387
Valley National Advisers
Pennsylvania
$1.89M +$11.5K +198 +0.6%
CAM
1388
Covenant Asset Management
New Jersey
$1.88M -$102K -1,760 -5%
OQC
1389
Optimum Quantvest Corp
Connecticut
$1.88M
CA
1390
Cornerstone Advisory
Maryland
$1.88M +$209K +3,597 +13%
AAM
1391
AR Asset Management
California
$1.88M
HCM
1392
Horrell Capital Management
Arkansas
$1.88M +$7.21K +124 +0.4%
BHBT
1393
Burke & Herbert Bank & Trust
Virginia
$1.88M +$20.4K +351 +1%
MCAI
1394
Members Capital Advisors Inc
Wisconsin
$1.88M +$1.83M +31,532 New
PCA
1395
Peddock Capital Advisors
Massachusetts
$1.87M +$26.3K +453 +1%
FFBTD
1396
First Financial Bank - Trust Division
Ohio
$1.87M -$68.4K -1,177 -4%
WIA
1397
Wealthstreet Investment Advisors
Texas
$1.87M +$111K +1,913 +6%
EIM
1398
Essex Investment Management
Massachusetts
$1.87M -$43.3K -745 -2%
PWA
1399
Providence Wealth Advisors
Illinois
$1.86M +$58.5K +1,007 +3%
CCM
1400
Carderock Capital Management
Maryland
$1.86M -$10.4K -179 -0.6%

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.