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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
NAMP
1476
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.69M +$8.89K +153 +0.5%
SBSB
1477
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.69M -$58.8K -1,012 -3%
ACM
1478
AlphaCrest Capital Management
New York
$1.68M +$422K +7,269 +35%
FIM
1479
Freedom Investment Management
Connecticut
$1.67M +$32.4K +558 +2%
AA
1480
Argent Advisors
Louisiana
$1.67M +$210K +3,615 +15%
WAAG
1481
Wealth Alliance Advisory Group
Kansas
$1.67M -$26.1K -449 -2%
MYIA
1482
Mount Yale Investment Advisors
Colorado
$1.66M +$170K +2,921 +12%
PK
1483
Pflug Koory
Nebraska
$1.66M +$104K +1,789 +7%
BJL
1484
Brighton Jones LLC
Washington
$1.66M -$113K -1,951 -7%
FCB
1485
First Command Bank
Texas
$1.65M +$173K +2,972 +12%
FCFS
1486
First Command Financial Services
Texas
$1.65M +$173K +2,972 +12%
PIM
1487
Profit Investment Management
Maryland
$1.65M
TW
1488
TrinityPoint Wealth
Connecticut
$1.65M +$86.2K +1,483 +6%
MCIA
1489
Mountain Capital Investment Advisors
Colorado
$1.65M +$1.17M +20,106 +267%
CST
1490
Charles Schwab Trust
Nevada
$1.65M -$55.6K -957 -3%
KC
1491
Knuff & Co
California
$1.65M +$131K +2,260 +9%
ACM
1492
Ategra Capital Management
Virginia
$1.64M +$1.74K +30 +0.1%
THWM
1493
Taylor Hoffman Wealth Management
Virginia
$1.64M -$29.9K -514 -2%
PG
1494
Patten Group
Tennessee
$1.64M +$322K +5,535 +25%
III
1495
Independent Investors Inc
New York
$1.64M
WI
1496
WrapManager Inc
California
$1.64M +$115K +1,984 +8%
AIP
1497
Ahrens Investment Partners
Louisiana
$1.64M -$234K -4,035 -13%
DBRC
1498
D.B. Root & Company
Pennsylvania
$1.63M -$18.8K -323 -1%
CCG
1499
Ceeto Capital Group
Florida
$1.63M +$58.1K +1,000 +4%
ARG
1500
Advisory Resource Group
Oklahoma
$1.63M +$37.1K +639 +2%

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.