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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
BA
1651
Bennicas & Associates
California
$1.22M -$15.6K -268 -1%
FWC
1652
First Washington Corp
Washington
$1.22M
CIG
1653
Cairn Investment Group
Washington
$1.22M -$126K -2,163 -10%
BCM
1654
Birmingham Capital Management
Alabama
$1.22M -$5.81K -100 -0.5%
AI
1655
ArchPoint Investors
Florida
$1.22M +$287K +4,940 +32%
SBF
1656
Sara-Bay Financial
Florida
$1.21M -$136K -2,334 -10%
PPW
1657
Parcion Private Wealth
Washington
$1.21M -$93K -1,601 -7%
AFP
1658
Ausdal Financial Partners
Iowa
$1.21M +$284K +4,891 +32%
CA
1659
Corrado Advisors
New Jersey
$1.2M -$14.7K -253 -1%
RCA
1660
Rowland Carmichael Advisors
Arizona
$1.2M +$198K +3,414 +20%
SCM
1661
Seascape Capital Management
New Hampshire
$1.2M +$1.18M +20,247 New
WC
1662
Westhampton Capital
North Carolina
$1.2M +$15.7K +270 +1%
PAS
1663
Partnervest Advisory Services
California
$1.2M +$160K +2,749 +16%
KPCM
1664
Kings Point Capital Management
New York
$1.2M +$192K +3,302 +20%
HWA
1665
HCR Wealth Advisors
California
$1.2M -$2.44K -42 -0.2%
GCM
1666
GoodHaven Capital Management
New Jersey
$1.19M -$760K -13,075 -39%
CAS
1667
Cascadia Advisory Services
Oregon
$1.19M +$112K +1,921 +11%
MSFP
1668
Mark Sheptoff Financial Planning
Connecticut
$1.19M -$58.3K -1,003 -5%
MWM
1669
Minot Wealth Management
Massachusetts
$1.19M -$176K -3,037 -13%
WHG
1670
Westwood Holdings Group
Texas
$1.19M -$180K -3,092 -13%
FHC
1671
First Heartland Consultants
Missouri
$1.19M -$63.1K -1,086 -5%
CIM
1672
CIM Investment Management
Pennsylvania
$1.19M +$446K +7,671 +63%
HWM
1673
Hohimer Wealth Management
Washington
$1.18M -$67.9K -1,168 -5%
FA
1674
Faithward Advisors
Pennsylvania
$1.18M +$5.87K +101 +0.5%
RPC
1675
Rossmore Private Capital
Connecticut
$1.18M +$112K +1,927 +11%

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.