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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
AIM
1926
Alhambra Investment Management
Florida
$742K -$15.5K -266 -2%
AS
1927
Altshuler Shaham
Israel
$741K -$367K -6,317 -34%
LF
1928
LifeSteps Financial
California
$741K -$17.3K -298 -2%
MAWCM
1929
Mine & Arao Wealth Creation & Management
California
$741K +$2.09K +36 +0.3%
VA
1930
Valmark Advisers
Ohio
$741K +$22.1K +380 +3%
AIS
1931
AM Investment Strategies
Tennessee
$734K +$717K +12,338 New
KC
1932
Kingfisher Capital
North Carolina
$732K +$4.76K +82 +0.7%
BCA
1933
Bray Capital Advisors
Florida
$731K
MLFP
1934
MPS Loria Financial Planners
Illinois
$730K +$2.96K +51 +0.4%
TC
1935
Trust Company
Kansas
$728K +$35.8K +616 +5%
CCWA
1936
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K -$73.1K -1,258 -9%
GFS
1937
GYL Financial Synergies
Connecticut
$727K +$64.8K +1,116 +10%
ARTA
1938
A.R.T. Advisors
New York
$727K +$710K +12,225 New
TC
1939
Trilogy Capital
California
$726K +$74.1K +1,275 +12%
NPF
1940
Norris Perne & French
Michigan
$723K +$94.6K +1,629 +15%
OL
1941
Optas LLC
Texas
$721K +$322K +5,538 +84%
FFC
1942
First Financial Corp
Indiana
$719K -$7.79K -134 -1%
ML
1943
McAdam LLC
Pennsylvania
$718K -$73.4K -1,264 -9%
BA
1944
Ballast Advisors
Minnesota
$718K +$349 +6 +0%
ACM
1945
Ayrshire Capital Management
Connecticut
$717K +$14.9K +257 +2%
ACP
1946
Aveo Capital Partners
Colorado
$715K +$698K +12,018 New
CHAM
1947
Clear Harbor Asset Management
Connecticut
$715K +$3.31K +57 +0.5%
PAWC
1948
P.A.W. Capital
Connecticut
$714K
CA
1949
Centerpoint Advisors
Massachusetts
$711K +$407 +7 +0.1%
PCP
1950
Proficio Capital Partners
Massachusetts
$709K +$56.2K +968 +9%

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.