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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
IC
2201
Investment Counsel
Michigan
$415K -$40.5K -697 -9%
RGIA
2202
Rainier Group Investment Advisory
Washington
$415K +$88.2K +1,518 +28%
AC
2203
Apella Capital
Connecticut
$414K +$19.5K +336 +5%
DDPIC
2204
Deroy & Devereaux Private Investment Counsel
Michigan
$413K +$23.2K +400 +6%
TI
2205
Trexquant Investment
Connecticut
$411K -$226K -3,883 -36%
MIFH
2206
Migdal Insurance & Financial Holdings
Israel
$410K -$55.1K -949 -12%
BFC
2207
Bedel Financial Consulting
Indiana
$410K
NFG
2208
NewFocus Financial Group
Washington
$410K +$400K +6,893 New
AWM
2209
Aberdeen Wealth Management
Illinois
$408K -$282K -4,849 -41%
SPP
2210
Single Point Partners
Massachusetts
$407K -$21.6K -371 -5%
PCMK
2211
Paragon Capital Management (Kansas)
Kansas
$405K +$171K +2,942 +76%
HHGA
2212
Halbert Hargrove Global Advisors
California
$403K +$18.4K +317 +5%
JWA
2213
JFS Wealth Advisors
Pennsylvania
$400K -$27.7K -477 -7%
TPW
2214
Tiller Private Wealth
Pennsylvania
$400K -$12.3K -212 -3%
HC
2215
HNP Capital
New York
$400K +$4.59K +79 +1%
CIA
2216
Compass Ion Advisors
Pennsylvania
$400K +$6.51K +112 +2%
SEIA
2217
Signature Estate & Investment Advisors
California
$400K +$13.1K +226 +3%
AF
2218
AtlasMark Financial
Texas
$399K
BFG
2219
Bouchey Financial Group
New York
$397K +$66.6K +1,146 +21%
PS
2220
Planned Solutions
California
$397K +$387K +6,669 New
CI
2221
CX Institutional
Indiana
$395K +$264K +4,549 +217%
ECM
2222
Exchange Capital Management
Michigan
$394K
MMM
2223
Mendel Money Management
Illinois
$393K +$8.13K +140 +2%
CPA
2224
Capital Planning Advisors
California
$393K +$22.1K +380 +6%
TCM
2225
Tradewinds Capital Management
Washington
$392K -$5K -86 -1%

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.