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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
MCG
1451
MACRO Consulting Group
New Jersey
$1.75M -$44.2K -760 -2%
IAIM
1452
International Assets Investment Management
Florida
$1.74M -$123K -2,120 -7%
TWA
1453
TCI Wealth Advisors
Arizona
$1.74M +$1.22K +21 +0.1%
CRC
1454
Curi RMB Capital
Illinois
$1.74M +$1.32M +22,712 +348%
AWM
1455
Avior Wealth Management
Nebraska
$1.74M -$217K -3,728 -11%
MAM
1456
Morse Asset Management
Connecticut
$1.74M -$16K -275 -0.9%
AAM
1457
Aureus Asset Management
Massachusetts
$1.74M +$88.5K +1,523 +6%
PL
1458
Perpetual Ltd
Australia
$1.73M +$73.2K +1,260 +5%
CC
1459
Centiva Capital
New York
$1.73M +$950K +16,345 +128%
BP
1460
Ballentine Partners
Massachusetts
$1.73M +$11.4K +196 +0.7%
CIAS
1461
Capital Investment Advisory Services
North Carolina
$1.73M +$109K +1,884 +7%
FP
1462
Fiduciary Planning
Florida
$1.72M +$1.68M +28,962 New
CRIG
1463
Charter Research & Investment Group
Connecticut
$1.72M
TYCC
1464
Texas Yale Capital Corp
Florida
$1.71M +$64.9K +1,117 +4%
COF
1465
Capital One Financial
Virginia
$1.71M -$396K -6,822 -19%
OAM
1466
Occidental Asset Management
California
$1.71M -$6.57K -113 -0.4%
CRWM
1467
Castle Rock Wealth Management
California
$1.71M +$264K +4,543 +18%
DC
1468
DeDora Capital
California
$1.71M +$86.6K +1,491 +5%
XF
1469
XML Financial
Maryland
$1.7M +$396K +6,813 +31%
SCP
1470
Syntal Capital Partners
Texas
$1.7M -$40.5K -697 -2%
PA
1471
PFG Advisors
Arizona
$1.7M +$75.9K +1,307 +5%
IBOK
1472
Independence Bank of Kentucky
Kentucky
$1.7M +$50.3K +865 +3%
DA
1473
Duality Advisers
Florida
$1.7M -$2.49M -42,887 -60%
KJWM
1474
Kiley Juergens Wealth Management
Washington
$1.7M -$361K -6,221 -18%
RA
1475
Rational Advisors
New York
$1.69M -$802K -13,798 -33%

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.