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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
LA
2176
Legacy Advisors
Pennsylvania
$442K +$15.2K +262 +4%
LWM
2177
Liberty Wealth Management
California
$440K -$35.3K -608 -8%
JGIA
2178
Jackson Grant Investment Advisers
Connecticut
$439K +$697 +12 +0.2%
EWF
2179
Epstein & White Financial
California
$437K -$35K -603 -8%
BIG
2180
Boothe Investment Group
Delaware
$437K -$10.5K -181 -2%
TCOK
2181
Trust Company of Kansas
Kansas
$436K +$199K +3,432 +88%
FBP
2182
Flippin Bruce & Porter
Virginia
$435K -$29.1K -500 -6%
MFS
2183
Mirabella Financial Services
United Kingdom
$434K -$83.3K -1,433 -16%
RP
2184
Rowlandmiller & Partners
Georgia
$434K +$5.81K +100 +1%
LBD
2185
Landsberg Bennett & Dubbaneh
Florida
$433K +$12.8K +221 +3%
LC
2186
Landaas & Company
Wisconsin
$432K -$19.6K -338 -4%
RIM
2187
Reliant Investment Management
Tennessee
$432K +$422K +7,255 New
HCM
2188
Hilton Capital Management
New York
$431K +$9.3K +160 +2%
TNA
2189
True North Advisors
Texas
$430K -$30.7K -528 -7%
GD
2190
Grandfield & Dodd
New York
$430K -$12.6K -216 -3%
KS
2191
Karpas Strategies
Connecticut
$429K
BFG
2192
Barber Financial Group
Kansas
$428K +$17K +292 +4%
Fiera Capital (Canada)
2193
Fiera Capital (Canada)
Quebec, Canada
$424K +$5.75K +99 +1%
YMRC
2194
Yorktown Management & Research Company
Virginia
$424K +$65.7K +1,130 +19%
ECM
2195
EagleClaw Capital Management
Massachusetts
$423K -$20.9K -359 -5%
AGA
2196
Arkos Global Advisors
Texas
$421K -$26.5K -456 -6%
PAG
2197
Pinnacle Advisory Group
Maryland
$420K +$4.01K +69 +1%
NPPM
2198
North Point Portfolio Managers
Ohio
$416K
AIA
2199
AIMZ Investment Advisors
California
$416K +$11.6K +200 +3%
IIA
2200
IPG Investment Advisors
California
$416K +$44.4K +765 +12%

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.