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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
WIC
1526
Wilkins Investment Counsel
Massachusetts
$1.55M
RBFC
1527
Roman Butler Fullerton & Co
Missouri
$1.55M -$14.9K -257 -1%
TH
1528
TCTC Holdings
Texas
$1.54M -$3.2K -55 -0.2%
TAIM
1529
TD Ameritrade Investment Management
Nebraska
$1.54M -$118K -2,028 -7%
NAM
1530
NorthCoast Asset Management
Connecticut
$1.54M -$116K -1,995 -7%
HIM
1531
HawsGoodwin Investment Management
Tennessee
$1.54M -$204K -3,518 -12%
FFG
1532
Frisch Financial Group
New York
$1.54M +$10.2K +176 +0.7%
WI
1533
Wedgewood Investors
Pennsylvania
$1.54M +$8.6K +148 +0.6%
FFA
1534
Founders Financial Alliance
North Carolina
$1.54M +$1.52M +26,080 New
PWLP
1535
Prio Wealth Limited Partnership
Massachusetts
$1.53M -$89.8K -1,545 -6%
CFN
1536
Cordasco Financial Network
Florida
$1.53M -$27.1K -466 -2%
HSA
1537
Hussman Strategic Advisors
Maryland
$1.53M
VNIM
1538
Vaughan Nelson Investment Management
Texas
$1.53M
GWM
1539
Gray Wealth Management
Maine
$1.53M +$95.4K +1,642 +7%
SCM
1540
Snow Capital Management
Pennsylvania
$1.52M -$114K -1,960 -7%
UAS
1541
United Asset Strategies
New York
$1.52M +$120K +2,066 +9%
MCM
1542
Mitchell Capital Management
Kansas
$1.51M +$53.3K +917 +4%
FMB
1543
Field & Main Bank
Kentucky
$1.51M +$2.9K +50 +0.2%
AC
1544
Asio Capital
Kentucky
$1.51M +$1.4M +24,045 +1,768%
EH
1545
Employers Holdings
Nevada
$1.51M -$488K -8,404 -25%
FVWA
1546
Foster Victor Wealth Advisors
South Carolina
$1.51M +$153K +2,629 +12%
SBA
1547
Secrest Blakey & Associates
North Carolina
$1.5M -$53.9K -928 -4%
DFA
1548
Delta Financial Advisors
Louisiana
$1.5M -$130K -2,235 -8%
NFG
1549
Norris Financial Group
South Carolina
$1.5M +$320K +5,516 +28%
TIA
1550
Trust Investment Advisors
Indiana
$1.5M +$12.3K +212 +0.8%

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.