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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
ROTUOC
1726
Regents of the University of California
California
$1.05M
9WM
1727
9258 Wealth Management
Ohio
$1.05M -$18.8K -324 -2%
PWMG
1728
Prestige Wealth Management Group
New Jersey
$1.05M +$112K +1,932 +12%
IIA
1729
ICW Investment Advisors
Arizona
$1.04M +$22.6K +389 +2%
DBIA
1730
Dumont & Blake Investment Advisors
New Jersey
$1.04M +$140K +2,413 +16%
CAGAS
1731
Capital Advisory Group Advisory Services
Minnesota
$1.04M +$41.7K +718 +4%
OPA
1732
Old Port Advisors
Maine
$1.04M +$35.1K +604 +4%
RHP
1733
Royal Harbor Partners
Texas
$1.04M +$115K +1,986 +13%
SAM
1734
Secure Asset Management
Michigan
$1.04M +$127K +2,187 +14%
SBWM
1735
Sunflower Bank Wealth Management
Arizona
$1.03M -$164K -2,825 -14%
AWM
1736
Aevitas Wealth Management
Massachusetts
$1.03M +$13.8K +238 +1%
LAIC
1737
Lederer & Associates Investment Counsel
California
$1.03M +$46.2K +796 +5%
DDC
1738
DF Dent & Co
Maryland
$1.03M -$30.2K -520 -3%
GWS
1739
Glassman Wealth Services
Virginia
$1.02M +$113K +1,952 +13%
BFA
1740
Beaumont Financial Advisors
Massachusetts
$1.02M -$475K -8,183 -32%
CP
1741
Covenant Partners
Tennessee
$1.02M +$46.4K +799 +5%
BBNA
1742
Bremer Bank National Association
Minnesota
$1.02M +$75.3K +1,296 +8%
AWM
1743
Affinity Wealth Management
Delaware
$1.02M
CWM
1744
Connecticut Wealth Management
Connecticut
$1.02M +$565K +9,724 +132%
APW
1745
Aurora Private Wealth
New Jersey
$1.02M +$38.6K +664 +4%
EM
1746
ELCO Management
New York
$1.02M -$16.9K -291 -2%
CFA
1747
CWS Financial Advisors
Michigan
$1.02M -$15K -258 -1%
TFCM
1748
Taylor Frigon Capital Management
Arizona
$1.01M +$12.1K +208 +1%
NFG
1749
Nadler Financial Group
Illinois
$1.01M +$33.9K +584 +4%
WA
1750
WESPAC Advisors
California
$1.01M -$65.5K -1,128 -6%

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.