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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
KTC
1576
Kistler-Tiffany Companies
Pennsylvania
$1.41M -$84.8K -1,460 -6%
HFG
1577
Heron Financial Group
New York
$1.41M +$185K +3,187 +16%
AIM
1578
Acropolis Investment Management
Missouri
$1.4M +$9.94K +171 +0.7%
VST
1579
Van Strum & Towne
California
$1.39M +$18.9K +325 +1%
PPP
1580
Private Portfolio Partners
New Jersey
$1.39M +$442K +7,613 +48%
WCM
1581
Wunderlich Capital Managemnt
Tennessee
$1.39M +$30.8K +530 +2%
RCA
1582
Ranch Capital Advisors
Florida
$1.39M -$72.6K -1,249 -5%
P
1583
Pitcairn
Pennsylvania
$1.39M -$103K -1,765 -7%
OPS
1584
Orion Portfolio Solutions
Nebraska
$1.38M -$62.2K -1,070 -4%
DC
1585
Diametric Capital
Massachusetts
$1.38M +$1.35M +23,208 New
NB
1586
Northwest Bancshares
Pennsylvania
$1.38M -$92.6K -1,594 -6%
IFWM
1587
Institute for Wealth Management
Colorado
$1.37M -$146K -2,518 -10%
SDAM
1588
Shulman DeMeo Asset Management
New York
$1.37M +$63.2K +1,088 +5%
FAM
1589
Formidable Asset Management
Ohio
$1.37M +$16.6K +286 +1%
CAAS
1590
Capital Asset Advisory Services
Michigan
$1.37M -$93K -1,601 -7%
BIA
1591
Bigelow Investment Advisors
Maine
$1.36M +$42.4K +730 +3%
MFP
1592
Meridian Financial Partners
Virginia
$1.36M +$14.2K +244 +1%
SGCA
1593
Steel Grove Capital Advisors
Tennessee
$1.36M -$19.2K -330 -1%
MCM
1594
McRae Capital Management
New Jersey
$1.36M +$174K +3,000 +15%
ACG
1595
Allen Capital Group
Nebraska
$1.35M +$341K +5,874 +35%
PCAP
1596
Pratt Collard Advisory Partners
New York
$1.34M +$7.9K +136 +0.6%
HI
1597
Harrington Investments
California
$1.34M -$74.5K -1,283 -5%
BOC
1598
Barbara Oil Co
Illinois
$1.34M
NFC
1599
Northeast Financial Consultants
Connecticut
$1.34M -$18.5K -319 -1%
FIA
1600
Foundations Investment Advisors
Arizona
$1.33M -$136K -2,342 -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.