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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
NRI
2251
NFP Retirement Inc
California
$376K +$58 +1 +0%
PGWM
2252
Parisi Gray Wealth Management
New Jersey
$376K -$3.78K -65 -1%
WFPG
2253
Waller Financial Planning Group
Ohio
$376K +$15.5K +267 +4%
PFA
2254
Pettinga Financial Advisors
Indiana
$375K -$23.1K -397 -6%
AA
2255
Advisory Alpha
Michigan
$375K +$365K +6,289 New
AP
2256
Advisors Preferred
Maryland
$374K +$114K +1,963 +45%
SWP
2257
Summit Wealth Partners
Florida
$374K +$30K +517 +9%
BMCM
2258
Bryn Mawr Capital Management
Pennsylvania
$373K -$16.8K -289 -4%
RIM
2259
Rockbridge Investment Management
New York
$373K +$291 +5 +0.1%
AWM
2260
Arbor Wealth Management
Florida
$373K +$70.9K +1,220 +24%
GWM
2261
GSB Wealth Management
Connecticut
$372K
TWI
2262
Thomas White International
Illinois
$372K
MAM
2263
Marotta Asset Management
Virginia
$371K -$6.97K -120 -2%
TC
2264
Tatro Capital
Kentucky
$370K -$7.44K -128 -2%
GAB
2265
German American Bancorp
Indiana
$369K +$10.6K +183 +3%
PPW
2266
Pasadena Private Wealth
California
$368K -$52.3K -900 -13%
PG
2267
Prostatis Group
Maryland
$368K +$31.7K +545 +10%
CF
2268
Corrigan Financial
Rhode Island
$367K -$9.35K -161 -3%
CIAS
2269
CBIZ Investment Advisory Services
Ohio
$367K
DPI
2270
Diversified Portfolios Inc
Michigan
$366K +$357K +6,152 New
PO
2271
Private Ocean
California
$365K +$22.6K +389 +7%
KCM
2272
Kendall Capital Management
Maryland
$364K +$20.7K +357 +6%
RWG
2273
Regal Wealth Group
California
$360K +$2.09K +36 +0.6%
UCI
2274
Uncommon Cents Investing
Wisconsin
$359K +$8.31K +143 +2%
MPW
2275
Monterey Private Wealth
California
$358K +$16.8K +289 +5%

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.