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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
SDWIA
1976
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$678K +$8.19K +141 +1%
WAM
1977
Wolverine Asset Management
Illinois
$678K +$301K +5,189 +84%
SLF
1978
Sun Life Financial
Ontario, Canada
$677K -$135K -2,332 -17%
ST
1979
Somerset Trust
Pennsylvania
$676K +$17K +293 +3%
EAM
1980
Evanson Asset Management
California
$676K +$29K +499 +5%
ACM
1981
Alethea Capital Management
Washington
$676K +$187K +3,212 +39%
KM
1982
Kalos Management
Georgia
$672K -$5.98K -103 -0.9%
SRC
1983
Shufro Rose & Co
New York
$672K +$56.4K +971 +9%
CFA
1984
Camarda Financial Advisors
Florida
$671K -$7.32K -126 -1%
TCMG
1985
TSP Capital Management Group
New Jersey
$671K
SIM
1986
SSI Investment Management
California
$670K -$14.5K -250 -2%
LWCFA
1987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$669K -$75.8K -1,304 -10%
BAM
1988
Boyar Asset Management
New York
$668K
Financial Engines Advisors
1989
Financial Engines Advisors
California
$665K +$147K +2,532 +29%
MFG
1990
Menard Financial Group
Texas
$664K -$41.5K -714 -6%
SA
1991
Shilanski & Associates
Alaska
$664K +$1.22K +21 +0.2%
PP
1992
Pegasus Partners
Wisconsin
$664K +$169K +2,917 +35%
LWM
1993
Loveless Wealth Management
Montana
$662K
5L
1994
55I LLC
Massachusetts
$660K +$339K +5,842 +111%
NICM
1995
Neo Ivy Capital Management
New York
$656K +$641K +11,037 New
PFM
1996
Parsec Financial Management
North Carolina
$651K +$35.2K +606 +6%
CA
1997
Capital Advantage
California
$649K -$20.9K -360 -3%
WCG
1998
Weaver Consulting Group
California
$648K -$87.5K -1,506 -12%
CW
1999
CreativeOne Wealth
Kansas
$648K +$70.2K +1,209 +12%
SL
2000
Stevard LLC
Illinois
$640K +$197K +3,386 +46%

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.