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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
FCFC
2026
First Citizens Financial Corp
Iowa
$606K -$35.3K -607 -6%
HAS
2027
HBW Advisory Services
California
$604K +$325K +5,599 +123%
JF
2028
JSF Financial
California
$603K +$35.4K +609 +6%
BI
2029
Ballast Inc
Kentucky
$601K -$8.6K -148 -1%
ATFA
2030
All Terrain Financial Advisors
Minnesota
$601K +$11.6K +200 +2%
TCWM
2031
Total Clarity Wealth Management
Illinois
$599K +$32.4K +557 +6%
GC
2032
Gilbert & Cook
Iowa
$597K +$38.7K +666 +7%
JLBC
2033
J.L. Bainbridge & Co
Florida
$596K +$10.4K +179 +2%
EIA
2034
Eldridge Investment Advisors
New Hampshire
$595K -$12.4K -214 -2%
RPWA
2035
Regent Peak Wealth Advisors
Georgia
$594K -$60.5K -1,042 -9%
HT
2036
Heritage Trust
Oklahoma
$593K +$48.4K +833 +9%
BCP
2037
Berkeley Capital Partners
Georgia
$591K -$238K -4,092 -29%
Edgewood Management
2038
Edgewood Management
Connecticut
$590K -$489K -8,415 -46%
AAP
2039
Arax Advisory Partners
Colorado
$590K -$103K -1,769 -15%
MWM
2040
Mattern Wealth Management
Kansas
$590K -$6.97K -120 -1%
AF
2041
Affiance Financial
Minnesota
$590K
FFS
2042
Founders Financial Securities
Maryland
$590K +$576K +9,919 New
VCS
2043
Vaughan & Co Securities
New Jersey
$589K -$17.6K -303 -3%
MGWM
2044
Marks Group Wealth Management
Minnesota
$589K +$10.9K +188 +2%
KWA
2045
KCS Wealth Advisory
California
$588K -$9.64K -166 -2%
MA
2046
MCF Advisors
Kentucky
$587K +$91.2K +1,570 +19%
SC
2047
SRB Corp
Massachusetts
$586K +$57.6K +991 +11%
BOS
2048
Bingham Osborn & Scarborough
California
$584K -$126K -2,161 -18%
WP
2049
WMS Partners
Maryland
$584K -$122K -2,101 -18%
MCA
2050
Magnolia Capital Advisors
Mississippi
$579K -$17.1K -294 -3%

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.