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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
FWM
1951
Fairhaven Wealth Management
Illinois
$707K -$95.6K -1,645 -12%
PIA
1952
Pinion Investment Advisors
Kansas
$707K
BFO
1953
Biltmore Family Office
North Carolina
$706K +$581 +10 +0.1%
LFA
1954
Legacy Financial Advisors
Kentucky
$705K +$689K +11,858 New
OPCM
1955
Osborne Partners Capital Management
California
$704K +$13.7K +235 +2%
S
1956
SimplyRich
California
$703K +$90.8K +1,562 +15%
BWM
1957
Baystate Wealth Management
Massachusetts
$702K -$17.4K -300 -2%
CCM
1958
Chilton Capital Management
Texas
$701K -$15.3K -264 -2%
ORI
1959
Oak Ridge Investments
Illinois
$700K -$4.53K -78 -0.7%
CCM
1960
Canal Capital Management
Virginia
$699K -$9.64K -166 -1%
C
1961
Certuity
Florida
$699K +$60.8K +1,046 +10%
FNT
1962
First Nebraska Trust
Nebraska
$695K -$160K -2,753 -19%
BWCS
1963
Beirne Wealth Consulting Services
Connecticut
$693K +$148K +2,554 +28%
VC
1964
Veracity Capital
Georgia
$690K -$125K -2,147 -2%
AAM
1965
AMI Asset Management
California
$690K -$755 -13 -0.1%
GKWIM
1966
Gerber Kawasaki Wealth & Investment Management
California
$688K +$18.8K +323 +3%
WA
1967
Wealth Architects
California
$687K +$38.3K +660 +6%
CFG
1968
Cooper Financial Group
California
$686K +$55.4K +953 +9%
PFBT
1969
Parkside Financial Bank & Trust
Missouri
$684K -$10.1K -174 -1%
SFG
1970
Sowa Financial Group
Rhode Island
$682K +$25.9K +446 +4%
BWM
1971
BCS Wealth Management
Tennessee
$681K -$379K -6,523 -36%
AI
1972
Accredited Investors
Minnesota
$681K +$21.8K +376 +3%
HCM
1973
Howland Capital Management
Massachusetts
$679K +$11.9K +205 +2%
GA
1974
Geller Advisors
New York
$679K +$14.5K +250 +2%
OCG
1975
Opus Capital Group
Ohio
$678K -$86.6K -1,490 -12%

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.