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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
BFM
1776
Boston Financial Management
Massachusetts
$975K -$38.2K -658 -4%
CBFP
1777
Cedar Brook Financial Partners
Ohio
$971K +$47.5K +817 +5%
MWPCG
1778
Measured Wealth Private Client Group
New Hampshire
$968K +$58 +1 +0%
HPWM
1779
Highland Private Wealth Management
Washington
$967K +$34.3K +590 +4%
SSM
1780
Sound Shore Management
Connecticut
$964K -$73.3M -1,261,927 -99%
OC
1781
Oakworth Capital
Alabama
$964K -$16.3K -280 -2%
MC
1782
Mathes Company
New York
$964K -$1.45K -25 -0.2%
MWM
1783
Marietta Wealth Management
Georgia
$963K -$3.88M -66,759 -80%
CFFP
1784
Center for Financial Planning
Michigan
$962K +$930 +16 +0.1%
GIA
1785
Gladstone Institutional Advisory
Florida
$962K +$15.6K +269 +2%
AG
1786
AlphaSimPlex Group
Massachusetts
$960K +$263K +4,534 +39%
HA
1787
HYA Advisors
Missouri
$958K -$813 -14 -0.1%
KBG
1788
Kahn Brothers Group
New York
$957K -$112K -1,921 -11%
MPCG
1789
Matrix Private Capital Group
New York
$955K +$9.24K +159 +1%
KFC
1790
Klingenstein Fields & Co
New York
$954K -$308K -5,294 -25%
EPWM
1791
Essex Private Wealth Management
Massachusetts
$954K -$9.41K -162 -1%
SW
1792
SlateStone Wealth
Florida
$953K +$76.9K +1,324 +9%
WP
1793
Wedgewood Partners
Missouri
$951K
WWM
1794
WT Wealth Management
Arizona
$946K +$183K +3,156 +25%
PCM
1795
Perkins Capital Management
Minnesota
$944K +$922K +15,875 New
CFD
1796
Creative Financial Designs
Indiana
$943K +$113K +1,946 +14%
VCM
1797
Vivaldi Capital Management
Illinois
$940K -$2.21K -38 -0.2%
GFP
1798
Gryphon Financial Partners
Ohio
$940K +$28.8K +496 +3%
BCWM
1799
Blue Chip Wealth Management
Florida
$939K +$40.1K +690 +5%
VVP
1800
Venture Visionary Partners
Ohio
$938K +$196K +3,367 +28%

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.