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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
RSC
2151
Red Spruce Capital
Pennsylvania
$457K
TW
2152
Towerpoint Wealth
California
$456K +$12.5K +215 +3%
CFO
2153
CVA Family Office
Colorado
$456K +$73.6K +1,266 +20%
TCM
2154
Tuttle Capital Management
Connecticut
$456K +$445K +7,666 New
RWM
2155
RKL Wealth Management
Pennsylvania
$455K +$85.1K +1,464 +24%
TF
2156
Trek Financial
Arizona
$454K +$581 +10 +0.1%
NA
2157
Navellier & Associates
Nevada
$453K -$100K -1,724 -18%
CCM
2158
Carlson Capital Management
Minnesota
$453K -$11.6K -199 -3%
GCAC
2159
Guardian Capital Advisors (Canada)
Ontario, Canada
$453K -$6.68K -115 -1%
EGM
2160
Engineers Gate Manager
New York
$452K +$442K +7,600 New
HCM
2161
Hollencrest Capital Management
California
$451K -$10.2K -176 -2%
FSC
2162
Full Sail Capital
Oklahoma
$451K -$5K -86 -1%
SB
2163
Sunflower Bank
Texas
$451K +$31.9K +549 +8%
BL
2164
Balentine LLC
Georgia
$451K +$69.7K +1,199 +19%
OLA
2165
Oliver Luxxe Assets
New Jersey
$451K +$134K +2,314 +44%
WAG
2166
Winthrop Advisory Group
Massachusetts
$450K -$3.89K -67 -0.9%
CIC
2167
Chase Investment Counsel
Virginia
$448K -$87.8K -1,512 -17%
MW
2168
Marcum Wealth
Ohio
$448K -$52.4K -902 -11%
PGAM
2169
Princeton Global Asset Management
New Jersey
$447K -$138K -2,367 -24%
SRSA
2170
S.R. Schill & Associates
Washington
$447K
MWC
2171
MBM Wealth Consultants
Missouri
$447K +$11.1K +191 +3%
OCM
2172
One Capital Management
California
$446K -$8.95K -154 -2%
SFG
2173
Sunburst Financial Group
Alabama
$445K +$22.7K +391 +6%
BBWA
2174
Bell & Brown Wealth Advisors
California
$444K +$58.1K +1,000 +15%
JWCA
2175
J.W. Coons Advisors
Ohio
$443K -$43.5K -749 -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.