We are live on ! Find out more

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
ACA
2001
Atlas Capital Advisors
Wyoming
$636K -$58 -1 -0%
JPMIA
2002
J.P. Marvel Investment Advisors
Massachusetts
$634K +$18.6K +320 +3%
BCM
2003
Becker Capital Management
Oregon
$632K +$202K +3,476 +49%
ECM
2004
Elgethun Capital Management
South Dakota
$631K -$4.76K -82 -0.8%
FC
2005
Financial Consulate
Maryland
$631K -$3.37K -58 -0.5%
EP
2006
Edgestream Partners
New Jersey
$631K +$616K +10,607 New
GAG
2007
GM Advisory Group
New York
$629K -$291 -5 -0%
HCM
2008
Highlander Capital Management
New Jersey
$628K -$302K -5,200 -33%
BLAM
2009
Bourne Lent Asset Management
New York
$625K
HTHT
2010
Hemenway Trust Hemenway Trust
New Hampshire
$625K +$31.1K +536 +5%
FAT
2011
First American Trust
California
$623K -$40.3K -693 -6%
SAA
2012
Southeast Asset Advisors
Georgia
$622K +$1.34K +23 +0.2%
AMC
2013
Asset Management Corp
Illinois
$622K +$1.69K +29 +0.3%
EWM
2014
Endurance Wealth Management
Rhode Island
$619K +$56.9K +980 +10%
AWA
2015
Acorn Wealth Advisors
Michigan
$618K -$31.1K -536 -5%
SWM
2016
Selective Wealth Management
Virginia
$617K -$1.51K -26 -0.2%
HIM
2017
Hotaling Investment Management
Pennsylvania
$616K -$11.4K -197 -2%
T
2018
TRUADVICE
Florida
$616K +$600K +10,334 New
PA
2019
PSI Advisors
Florida
$614K -$200K -3,450 -25%
SCM
2020
SOL Capital Management
Maryland
$614K
BCM
2021
Buckhead Capital Management
Georgia
$611K +$43.6K +750 +8%
OFW
2022
Omnia Family Wealth
Florida
$608K +$6.57K +113 +1%
NWS
2023
Newport Wealth Strategies
California
$608K +$23.2K +400 +4%
OWP
2024
Obermeyer Wealth Partners
Colorado
$608K +$213K +3,664 +56%
BCM
2025
Bienville Capital Management
New York
$607K +$378K +6,500 +176%

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.