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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
LWA
1876
Lineweaver Wealth Advisors
Ohio
$816K +$174K +2,987 +28%
MCM
1877
McKinley Capital Management
Alaska
$815K -$60.5K -1,041 -7%
TI
1878
Tidal Investments
Wisconsin
$814K +$104K +1,782 +15%
VWA
1879
V Wealth Advisors
Kansas
$813K -$1.41M -24,261 -64%
CWM
1880
Calamos Wealth Management
Illinois
$812K -$4.86M -83,593 -86%
GSWM
1881
Golden State Wealth Management
California
$808K -$452K -7,787 -36%
PWP
1882
Principle Wealth Partners
Connecticut
$807K -$70.9K -1,221 -8%
VCM
1883
Versant Capital Management
Arizona
$807K -$14.8K -255 -2%
GI
1884
Glovista Investments
New Jersey
$802K -$159K -2,745 -17%
AC
1885
Avestar Capital
New York
$802K -$17K -292 -2%
CFS
1886
CRA Financial Services
New Jersey
$801K -$23.1K -398 -3%
AWM
1887
Adams Wealth Management
Utah
$801K -$20K -344 -2%
SCG
1888
Sonata Capital Group
Washington
$800K +$40.7K +701 +6%
SFWC
1889
Strategic Family Wealth Counselors
New Jersey
$799K -$2.85K -49 -0.4%
STA
1890
Summit Trail Advisors
New York
$799K +$325K +5,588 +74%
APG
1891
Abacus Planning Group
South Carolina
$797K -$23.2K -399 -3%
VFP
1892
Verus Financial Partners
Virginia
$797K +$409K +7,047 +111%
EA
1893
Emerald Advisors
Washington
$796K +$25.6K +440 +3%
QCIG
1894
Quad-Cities Investment Group
Iowa
$792K +$4.01K +69 +0.5%
MCC
1895
Malaga Cove Capital
California
$791K -$5.69K -98 -0.7%
BAM
1896
Beaumont Asset Management
Texas
$790K -$12.3K -211 -2%
PG
1897
Proffitt & Goodson
Tennessee
$790K +$3.2K +55 +0.4%
FWM
1898
Focused Wealth Management
New York
$788K +$4.36K +75 +0.6%
CBT
1899
Central Bank & Trust
Kentucky
$784K -$461K -7,938 -38%
CVM
1900
Cheviot Value Management
California
$779K -$43.2K -743 -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.