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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
CFA
1701
Cahill Financial Advisors
Minnesota
$1.12M +$8.71K +150 +0.8%
CWM
1702
Centric Wealth Management
Illinois
$1.12M -$401K -6,901 -27%
JIP
1703
Jaffetilchin Investment Partners
Florida
$1.11M +$501K +8,620 +86%
RIM
1704
Rampart Investment Management
Connecticut
$1.11M -$1.92M -32,993 -64%
BONST
1705
Bank of Nova Scotia Trust
Ontario, Canada
$1.11M +$21.4K +369 +2%
SWM
1706
Stockman Wealth Management
Montana
$1.11M -$18.5K -318 -2%
AFAS
1707
Acorn Financial Advisory Services
Virginia
$1.1M +$13K +223 +1%
SWA
1708
Sutton Wealth Advisors
Florida
$1.1M +$12.6K +216 +1%
Loomis, Sayles & Company
1709
Loomis, Sayles & Company
Massachusetts
$1.1M -$81.2K -1,398 -7%
MIAS
1710
Mason Investment Advisory Services
Virginia
$1.1M
FIM
1711
Fruth Investment Management
Texas
$1.09M
IWS
1712
Insight Wealth Strategies
California
$1.09M +$93K +1,601 +10%
DMK
1713
David M. Knott
$1.09M
MPIA
1714
Mountain Pacific Investment Advisers
Idaho
$1.09M -$11.6K -200 -1%
AIM
1715
Avity Investment Management
Connecticut
$1.09M +$5.23K +90 +0.5%
EGA
1716
E&G Advisors
Texas
$1.08M +$5.93K +102 +0.6%
VC
1717
Vicus Capital
Pennsylvania
$1.08M +$10.9K +188 +1%
MRCM
1718
M&R Capital Management
New Jersey
$1.07M +$79.8K +1,373 +8%
SIG
1719
Sargent Investment Group
Maryland
$1.07M +$244K +4,191 +30%
VFPI
1720
Vantage Financial Partners (Illinois)
Illinois
$1.07M
OFG
1721
OmniStar Financial Group
North Carolina
$1.07M -$729K -12,545 -41%
SWM
1722
Sugarloaf Wealth Management
Georgia
$1.07M -$19.8K -341 -2%
UC
1723
Unio Capital
New Jersey
$1.06M +$27.7K +476 +3%
WTB
1724
Washington Trust Bank
Washington
$1.06M -$348K -5,985 -25%
SIA
1725
Strategic Investment Advisors
Michigan
$1.06M +$52.3K +901 +5%

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.