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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
CWM
1501
Circle Wealth Management
New Jersey
$1.63M +$21.8K +375 +1%
MCCP
1502
Mission Creek Capital Partners
California
$1.62M +$830K +14,279 +110%
CQS
1503
Credential Qtrade Securities
$1.62M -$23.9K -412 -1%
OTPPB
1504
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.62M -$602K -10,368 -28%
SNBOSCI
1505
Security National Bank of Sioux City Iowa
Iowa
$1.62M -$40.7K -700 -3%
SFSG
1506
Stearns Financial Services Group
North Carolina
$1.62M +$1.92K +33 +0.1%
RDWM
1507
Red Door Wealth Management
Tennessee
$1.61M +$17.5K +302 +1%
MAM
1508
Mastrapasqua Asset Management
Tennessee
$1.61M +$322K +5,535 +26%
LPIC
1509
LeJeune Puetz Investment Counsel
Michigan
$1.61M
BBI
1510
Baxter Bros Inc
Connecticut
$1.59M +$84.5K +1,455 +6%
PCC
1511
Park Circle Company
Maryland
$1.59M +$1.05M +18,000 +205%
AWM
1512
Avitas Wealth Management
California
$1.59M +$1.55M +26,755 New
ONST
1513
Old North State Trust
North Carolina
$1.59M -$262K -4,508 -14%
KLWA
1514
Kelly Lawrence W & Associates
California
$1.58M
CAL
1515
Capital Analysts LLC
Pennsylvania
$1.58M +$4.65K +80 +0.3%
MWM
1516
Modera Wealth Management
New Jersey
$1.58M +$221K +3,801 +17%
SFG
1517
SNS Financial Group
Minnesota
$1.58M -$25.6K -441 -2%
CC
1518
Cannell & Co
New York
$1.58M +$29.1K +500 +2%
MMPW
1519
Mitchell McLeod Pugh & Williams
Alabama
$1.58M -$116K -1,998 -7%
BW
1520
Bison Wealth
Georgia
$1.57M +$30.9K +531 +2%
CCT
1521
Country Club Trust
Missouri
$1.57M +$9.41K +162 +0.6%
BOS
1522
Bank of Stockton
California
$1.56M -$41.8K -719 -3%
CCB
1523
Cutter & Co Brokerage
Missouri
$1.56M -$19.9K -342 -1%
KLCM
1524
KG&L Capital Management
Louisiana
$1.56M +$66.5K +1,145 +5%
IIM
1525
Ipswich Investment Management
Massachusetts
$1.56M +$5.81K +100 +0.4%

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.