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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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$72.1M +$16.2M +278,985 +30%
Connor, Clark & Lunn Investment Management (CC&L)
202
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$71.9M +$23.2M +398,519 +49%
BTW
203
Boston Trust Walden
Massachusetts
$71.9M +$1.08M +18,661 +2%
Comerica Bank
204
Comerica Bank
Texas
$69.3M +$2.55M +43,849 +4%
ACI
205
AMP Capital Investors
Australia
$68M -$6.57M -113,032 -9%
RG
206
Rathbones Group
United Kingdom
$66.3M -$352K -6,050 -0.5%
William Blair & Company
207
William Blair & Company
Illinois
$66.1M +$3.08M +53,090 +5%
UIM
208
USS Investment Management
United Kingdom
$65.4M
UCFA
209
United Capital Financial Advisors
Texas
$65.4M +$666K +11,469 +1%
CEI
210
Clark Estates Inc
New York
$65M -$508K -8,751 -0.8%
FPCG
211
Fort Pitt Capital Group
Pennsylvania
$65M -$1.36M -23,438 -2%
Handelsbanken Fonder
212
Handelsbanken Fonder
Sweden
$64.8M +$1.34M +23,054 +2%
MIM
213
MetLife Investment Management
New Jersey
$62.4M -$1.92M -33,062 -3%
TAM
214
Tocqueville Asset Management
New York
$61.3M -$138K -2,374 -0.2%
AAM
215
Advisors Asset Management
Colorado
$60.7M -$931K -16,017 -2%
RRAM
216
River Road Asset Management
Kentucky
$60.5M -$3.81M -65,542 -6%
AIMCA
217
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$59.3M -$4.36M -75,100 -7%
MHI
218
Miller Howard Investments
New York
$59.2M -$6.28M -108,014 -10%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$59.2M -$254K -4,374 -0.4%
SEI Investments
220
SEI Investments
Pennsylvania
$58.8M -$13.6M -233,498 -19%
BC
221
Bartlett & Co
Ohio
$58.3M +$1.21M +20,779 +2%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$58.3M +$1.21M +20,779 +2%
CWP
223
Capital Wealth Planning
Florida
$58M +$4.26M +73,287 +8%
DC
224
Davenport & Co
Virginia
$57.3M -$1.11M -19,163 -2%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$57M -$1.49M -25,613 -3%

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.