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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
RHDIC
2076
R.H. Dinel Investment Counsel
California
$541K -$98.5K -1,695 -15%
WDL
2077
Well Done LLC
Michigan
$541K +$59.3K +1,020 +13%
CAM
2078
Concorde Asset Management
Michigan
$541K +$149K +2,556 +39%
NAS
2079
Nicolet Advisory Services
Wisconsin
$540K -$288K -4,951 -35%
WB
2080
West Bancorporation
Iowa
$540K
SAM
2081
Security Asset Management
New York
$539K -$191K -3,287 -27%
GBBWRPM
2082
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$539K -$144K -2,476 -21%
PIA
2083
Perennial Investment Advisors
California
$538K -$151K -2,596 -22%
PWAG
2084
Polaris Wealth Advisory Group
California
$537K -$92.5K -1,592 -15%
RC
2085
Reik & Co
New York
$537K
OWA
2086
Outlook Wealth Advisors
Texas
$535K +$41.8K +719 +9%
CWM
2087
Confluence Wealth Management
Oregon
$532K -$102K -1,758 -17%
SIS
2088
Sound Income Strategies
Florida
$531K -$65.1K -1,120 -11%
SWRP
2089
Summit Wealth & Retirement Planning
California
$530K -$89.9K -1,547 -15%
WCM
2090
WealthBridge Capital Management
Ohio
$530K -$6.86K -118 -1%
HCA
2091
Harbour Capital Advisors
Virginia
$527K -$29.1K -500 -5%
MA
2092
MONECO Advisors
Connecticut
$527K +$44.4K +764 +9%
PCTC
2093
Perkins Coie Trust Company
Washington
$526K -$53.2K -916 -9%
GPWA
2094
Great Point Wealth Advisors
Massachusetts
$526K
HIS
2095
Horizon Investment Services
Indiana
$526K +$25.4K +437 +5%
WG
2096
Watchman Group
Texas
$525K +$30.4K +524 +6%
BP
2097
BBR Partners
New York
$524K -$2.08M -35,882 -80%
CF
2098
Copperwynd Financial
Arizona
$521K -$9.47K -163 -2%
LRPA
2099
L. Roy Papp & Associates
Arizona
$520K -$207K -3,564 -29%
ACH
2100
ArrowMark Colorado Holdings
Colorado
$519K

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.