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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
LWP
2101
Legacy Wealth Planning
Nevada
$519K +$37.9K +653 +8%
RI
2102
Ridgewood Investments
New Jersey
$518K -$13.2K -227 -3%
HIC
2103
Hartline Investment Corp
Illinois
$516K -$55.1K -948 -10%
IFAM
2104
Institutional & Family Asset Management
Colorado
$516K +$93.4K +1,608 +23%
ADBIC
2105
A.D. Beadell Investment Counsel
Wisconsin
$514K +$14.5K +250 +3%
MFW
2106
Meristem Family Wealth
Minnesota
$512K
CA
2107
Cambridge Advisors
Nebraska
$508K +$10.6K +183 +2%
SIC
2108
Shoker Investment Counsel
Ohio
$500K -$127K -2,192 -21%
SWMG
2109
Strategic Wealth Management Group
Maryland
$499K -$5.69K -98 -1%
KP
2110
Keel Point
Alabama
$498K +$137K +2,360 +39%
CCM
2111
Condor Capital Management
New Jersey
$496K -$62.8K -1,080 -11%
KF
2112
Krilogy Financial
Missouri
$496K -$18.5K -318 -4%
BMM
2113
Buffington Mohr McNeal
Idaho
$496K -$12.8K -220 -3%
VFM
2114
Vivid Financial Management
California
$494K +$29.3K +505 +6%
PMA
2115
Prudent Man Advisors
Illinois
$493K +$2.38K +41 +0.5%
PFC
2116
Phocas Financial Corp
California
$493K +$76.8K +1,322 +19%
ACM
2117
AlphaStar Capital Management
North Carolina
$491K +$2.21K +38 +0.5%
IF
2118
IRON Financial
Illinois
$491K +$53.8K +926 +13%
CWC
2119
Carolinas Wealth Consulting
North Carolina
$489K +$54.6K +939 +13%
SAG
2120
Spotlight Asset Group
Illinois
$487K +$6.28K +108 +1%
WAS
2121
Winch Advisory Services
Wisconsin
$485K -$1.22K -21 -0.3%
BO
2122
BRR OpCo
Ohio
$484K +$24.1K +415 +5%
WCM
2123
Windsor Capital Management
Arizona
$483K -$16K -275 -3%
BA
2124
Birinyi Associates
Connecticut
$482K -$58.1K -1,000 -11%
CG
2125
CFO4Life Group
Texas
$482K +$34.4K +592 +8%

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.