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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
SC
1426
Stolper & Co
Oklahoma
$1.79M -$139K -2,390 -7%
DRS
1427
Deane Retirement Strategies
Louisiana
$1.79M -$1.39K -24 -0.1%
CSUI
1428
Cincinnati Specialty Underwriters Insurance
Ohio
$1.78M
SACTSONJ
1429
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M
SWP
1430
Strategic Wealth Partners
Ohio
$1.78M -$71.3K -1,228 -4%
ANRIA
1431
American National Registered Investment Advisor
Texas
$1.78M
CIM
1432
Chapman Investment Management
California
$1.78M +$11.3K +195 +0.7%
DAM
1433
Diamant Asset Management
Connecticut
$1.78M -$29.1K -500 -2%
SNBOSD
1434
Security National Bank of So Dak
Iowa
$1.78M -$8.95K -154 -0.5%
BHA
1435
Beech Hill Advisors
New York
$1.77M -$4.36K -75 -0.3%
FLI
1436
Family Legacy Inc
South Carolina
$1.77M +$12.3K +212 +0.7%
AWM
1437
Altavista Wealth Management
North Carolina
$1.77M +$106K +1,828 +7%
LJAC
1438
L.J. Altfest & Co
New York
$1.76M -$111K -1,916 -6%
CAG
1439
Csenge Advisory Group
Florida
$1.76M +$116 +2 +0%
SI
1440
SimpliFi Inc
California
$1.76M +$13.2K +228 +0.8%
PFM
1441
Premier Fund Managers
United Kingdom
$1.76M -$134K -2,300 -7%
VCAM
1442
Van Cleef Asset Management
Ohio
$1.76M -$82K -1,412 -5%
MWA
1443
Meridian Wealth Advisors
Texas
$1.76M +$66.5K +1,144 +4%
SCP
1444
Silverleafe Capital Partners
Tennessee
$1.76M +$31.4K +541 +2%
EWM
1445
Evermay Wealth Management
Virginia
$1.76M +$49.6K +854 +3%
PCG
1446
Private Capital Group
Connecticut
$1.76M +$188K +3,240 +12%
AC
1447
Alexandria Capital
Virginia
$1.75M -$12.4K -214 -0.7%
CCA
1448
Catalyst Capital Advisors
New York
$1.75M
RFWA
1449
RPg Family Wealth Advisory
Massachusetts
$1.75M +$93.4K +1,607 +6%
EAMA
1450
EFG Asset Management (Americas)
Florida
$1.75M +$137K +2,353 +9%

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.