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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
V
1601
VeraBank
Texas
$1.33M -$43.1K -741 -3%
WPW
1602
Waldron Private Wealth
Pennsylvania
$1.33M -$35.4K -609 -3%
MWM
1603
Maltin Wealth Management
New Jersey
$1.33M +$838K +14,423 +182%
ESB
1604
Essex Savings Bank
Connecticut
$1.32M +$73.8K +1,270 +6%
QCG
1605
Quadrant Capital Group
Ohio
$1.32M -$371K -6,381 -22%
FP
1606
Factorial Partners
New York
$1.32M
AIP
1607
Almanack Investment Partners
Pennsylvania
$1.31M +$401K +6,900 +47%
CBOR
1608
Community Bank of Raymore
Missouri
$1.31M -$11.6K -200 -0.9%
DLHL
1609
Donald L. Hagan LLC
Florida
$1.31M +$51.8K +892 +4%
FSA
1610
Financial Sense Advisors
California
$1.31M -$195K -3,353 -13%
AA
1611
Apriem Advisors
California
$1.3M -$42.2K -726 -3%
EMPI
1612
Elo Mutual Pension Insurance
Finland
$1.3M +$1.27M +21,847 New
IWA
1613
Intercontinental Wealth Advisors
Texas
$1.3M -$42.4K -730 -3%
BEI
1614
Benjamin Edwards Inc
Missouri
$1.29M -$8.08K -139 -0.6%
SG
1615
StoneX Group
New York
$1.29M -$61.4K -1,057 -5%
CH
1616
Canton Hathaway
Rhode Island
$1.29M +$26.1K +450 +2%
APWM
1617
Atlas Private Wealth Management
New York
$1.29M -$365K -6,283 -22%
BWM
1618
BigSur Wealth Management
Florida
$1.29M +$76.9K +1,323 +7%
CAN
1619
Claraphi Advisory Network
United States
$1.29M +$23.2K +400 +2%
SGK
1620
Steigerwald Gordon & Koch
Virginia
$1.29M +$34.5K +593 +3%
1WA
1621
180 Wealth Advisors
Washington
$1.28M -$2.15K -37 -0.2%
BHIA
1622
Birch Hill Investment Advisors
Massachusetts
$1.28M
DLCIG
1623
D.L. Carlson Investment Group
New Hampshire
$1.28M -$701K -12,065 -36%
MWM
1624
Mission Wealth Management
California
$1.28M +$18K +310 +1%
PP
1625
Pacifica Partners
Canada
$1.27M -$16.8K -289 -1%

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.