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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
AWM
2126
Atticus Wealth Management
Florida
$481K -$61.1K -1,052 -12%
HSWM
2127
Hubbell Strickland Wealth Management
Louisiana
$481K -$25.5K -439 -5%
GG
2128
GenWealth Group
New Jersey
$479K -$3.72K -64 -0.8%
22CM
2129
20/20 Capital Management
California
$479K +$5.81K +100 +1%
LC
2130
Lindbrook Capital
California
$478K -$68.3K -1,176 -13%
ISWM
2131
Independent Solutions Wealth Management
New York
$478K +$42.1K +724 +10%
SAM
2132
Seelaus Asset Management
New Jersey
$476K -$200K -3,445 -30%
EWM
2133
EPG Wealth Management
Georgia
$476K +$58.3K +1,004 +14%
TFO
2134
Tarbox Family Office
California
$473K +$6.68K +115 +1%
SRC
2135
Sage Rhino Capital
California
$472K +$3.25K +56 +0.7%
VF
2136
Virtu Financial
New York
$472K +$461K +7,936 New
WCM
2137
Washburn Capital Management
Florida
$471K +$216K +3,725 +89%
WC
2138
Weil Company
California
$470K +$9.82K +169 +2%
DE
2139
Day & Ennis
Georgia
$470K +$13.4K +231 +3%
CNB
2140
Camden National Bank
Maine
$469K -$28.1K -484 -6%
WA
2141
Wealth Advisors
California
$469K +$47.9K +825 +12%
TC
2142
Truvestments Capital
Florida
$468K -$131K -2,258 -22%
RGC
2143
Roberts, Glore & Co
Illinois
$465K
Citadel Advisors
2144
Citadel Advisors
Florida
$464K -$59.9M -1,031,384 -99%
MHR
2145
Matthew Hamilton Rosenberg
$464K +$3.37K +58 +0.7%
AIM
2146
AIA Investment Management
Singapore
$464K +$91.9K +1,582 +25%
LB
2147
Legacy Bridge
Iowa
$460K +$23.2K +400 +5%
SBWIC
2148
Schaper Benz & Wise Investment Counsel
Wisconsin
$459K
SHWM
2149
Silicon Hills Wealth Management
Texas
$458K
AFC
2150
AFT Forsyth & Company
Florida
$457K -$46.5K -800 -9%

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.