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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
SP
1901
Sarasin & Partners
United Kingdom
$779K
WCF
1902
West Coast Financial
California
$774K +$6.62K +114 +0.9%
AGM
1903
Alpine Global Management
New York
$772K -$976K -16,797 -56%
FA
1904
Financial Advisors
Massachusetts
$772K +$349 +6 +0%
SWM
1905
Strategic Wealth Management
Washington
$770K -$487K -8,388 -39%
EWA
1906
ERTS Wealth Advisors
Michigan
$770K -$22.4K -385 -3%
IRC
1907
Investors Research Corp
Georgia
$769K
MG
1908
Mather Group
Illinois
$769K +$18K +309 +2%
PCFFS
1909
Pacific Center for Financial Services
California
$767K +$115K +1,979 +18%
NB
1910
Nicolet Bankshares
Wisconsin
$760K +$19.9K +342 +3%
WOSD
1911
WFA of San Diego
California
$759K -$1.33M -22,805 -64%
ECG
1912
Edge Capital Group
Georgia
$758K +$81.6K +1,405 +12%
BFA
1913
Beacon Financial Advisory
Ohio
$757K +$174K +2,993 +31%
MCM
1914
Monarch Capital Management
Indiana
$756K -$7.09K -122 -1%
GTAM
1915
Global Trust Asset Management
Florida
$756K +$322K +5,543 +77%
DA
1916
Detalus Advisors
Missouri
$755K -$17.6K -303 -2%
NGA
1917
Naples Global Advisors
Florida
$754K +$10.7K +184 +1%
SIC
1918
Samalin Investment Counsel
New York
$753K -$6.97K -120 -0.9%
PFM
1919
Peak Financial Management
Massachusetts
$753K +$150K +2,587 +26%
MCA
1920
Mercer Capital Advisers
New Jersey
$752K
W
1921
WealthStone
Ohio
$744K -$357K -6,152 -33%
HAM
1922
Hammer Asset Management
California
$743K -$291K -5,009 -29%
TCM
1923
Tributary Capital Management
Nebraska
$743K -$26.1K -450 -3%
SIC
1924
SFE Investment Counsel
California
$743K -$10.9K -187 -1%
I
1925
INVST
Indiana
$743K +$53.7K +924 +8%

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.