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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
DWM
1851
Darwin Wealth Management
Florida
$864K -$36K -619 -4%
HR
1852
Hayden Royal
North Carolina
$864K +$13.4K +231 +2%
NME
1853
Notis-McConarty Edward
$861K +$15.3K +264 +2%
KFI
1854
Key Financial Inc
Pennsylvania
$857K +$6.1K +105 +0.7%
PH
1855
Pinnacle Holdings
Oklahoma
$857K -$473K -8,137 -36%
SAM
1856
SignalPoint Asset Management
Missouri
$855K +$10.8K +186 +1%
TCPWM
1857
Traverso Chambers Private Wealth Management
California
$854K -$11.9K -205 -1%
MCM
1858
Marathon Capital Management
Maryland
$854K +$14.2K +244 +2%
GCMG
1859
Gyroscope Capital Management Group
Florida
$851K +$49.7K +855 +6%
HCP
1860
Holt Capital Partners
Texas
$850K
PPG
1861
Peak Planning Group
Colorado
$850K +$830K +14,281 New
WI
1862
Wintrust Investments
Illinois
$849K -$78.2K -1,346 -9%
BHTS
1863
Bar Harbor Trust Services
Maine
$842K -$255K -4,390 -24%
WPA
1864
West Paces Advisors
Georgia
$841K -$59.4K -1,023 -7%
SAM
1865
Summit Asset Management
Tennessee
$841K +$119K +2,051 +17%
SAM
1866
Sequent Asset Management
Texas
$839K -$13.9K -240 -2%
JFA
1867
Johanson Financial Advisors
California
$839K +$51.9K +894 +7%
VAM
1868
Verity Asset Management
North Carolina
$836K -$35.2K -605 -4%
W
1869
WealthOne
New York
$836K +$41.1K +707 +5%
GDP
1870
Great Diamond Partners
Maine
$832K -$1.66M -28,544 -67%
SAM
1871
S.A. Mason
Michigan
$826K -$9.64K -166 -1%
SC
1872
Searle & Co
Connecticut
$825K
CMI
1873
Clare Market Investments
Texas
$821K +$232K +3,997 +41%
NJBEST
1874
New Jersey Better Educational Savings Trust
New Jersey
$821K
DIM
1875
Delta Investment Management
California
$818K +$140K +2,415 +21%

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.