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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
FSCM
2226
Front Street Capital Management
Montana
$392K -$1.45K -25 -0.4%
LIA
2227
LBMC Investment Advisors
Tennessee
$391K -$7.79K -134 -2%
SIA
2228
Soltis Investment Advisors
Utah
$390K +$381K +6,555 New
ME
2229
McIlrath & Eck
Washington
$389K -$10.6K -183 -3%
FNBSF
2230
First National Bank Sioux Falls
South Dakota
$389K
LAS
2231
Lloyd Advisory Services
Georgia
$388K -$28.6K -493 -7%
SFP
2232
Shepherd Financial Partners
Massachusetts
$387K +$15.6K +268 +4%
PCMC
2233
Paragon Capital Management (Colorado)
Colorado
$386K -$675K -11,611 -64%
HWMG
2234
Hurlow Wealth Management Group
Indiana
$386K -$43.6K -750 -10%
HCM
2235
Harvey Capital Management
Florida
$386K
JC
2236
Jentner Corp
Ohio
$385K -$9.7K -167 -3%
AWM
2237
Aries Wealth Management
Maine
$385K
GAM
2238
Gemmer Asset Management
California
$383K -$1.39K -24 -0.4%
CS
2239
Cannell & Spears
New York
$383K
FNBOH
2240
First National Bank of Hutchinson
Kansas
$383K +$930 +16 +0.2%
LA
2241
LexAurum Advisors
Kansas
$383K +$7.9K +136 +2%
NCM
2242
Northside Capital Management
Oregon
$382K -$439K -7,553 -54%
PBO
2243
Peoples Bank (Ohio)
Ohio
$382K -$26.1K -450 -7%
NA
2244
Nottingham Advisors
New York
$382K +$33.9K +584 +10%
KFA
2245
Krane Funds Advisors
New York
$381K -$12.2K -210 -3%
BWA
2246
Beam Wealth Advisors
Louisiana
$381K -$11K -190 -3%
MTC
2247
McDaniel Terry & Co
Texas
$380K -$22.9K -394 -6%
CFA
2248
Capstone Financial Advisors
Illinois
$379K -$122K -2,103 -25%
MWM
2249
Merriman Wealth Management
Washington
$379K -$2.96K -51 -0.8%
TAM
2250
Townsend Asset Management
North Carolina
$377K +$24K +413 +7%

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.