We are live on ! Find out more

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
AO
2276
Advisor OS
Illinois
$356K -$166K -2,865 -32%
OCPWS
2277
One Charles Private Wealth Services
Massachusetts
$355K -$224K -3,852 -39%
VRM
2278
Vectors Research Management
New York
$355K -$21.1K -363 -6%
PRS
2279
Pinkerton Retirement Specialists
Idaho
$355K
VCM
2280
Vigilant Capital Management
Maine
$354K -$11.9K -205 -3%
TCM
2281
Traynor Capital Management
Pennsylvania
$353K +$15.3K +263 +5%
HFP
2282
Holistic Financial Partners
Indiana
$349K -$4.94K -85 -1%
BMC
2283
Benin Management Corp
Connecticut
$349K -$1.16K -20 -0.3%
KWM
2284
Keebeck Wealth Management
Illinois
$348K +$107K +1,837 +46%
PIA
2285
Powell Investment Advisors
Florida
$347K -$22.6K -389 -6%
TFM
2286
TFC Financial Management
Massachusetts
$347K +$339K +5,828 New
AIM
2287
Allen Investment Management
New York
$347K +$339K +5,841 New
AMCA
2288
Arthur M. Cohen & Associates
Illinois
$345K -$106K -1,825 -24%
MFW
2289
Mosaic Family Wealth
Missouri
$345K -$56.4K -971 -14%
BDF
2290
Black Diamond Financial
Maryland
$345K -$12.3K -212 -4%
BWP
2291
BSW Wealth Partners
Colorado
$345K +$10.5K +181 +3%
BWA
2292
Burt Wealth Advisors
Maryland
$344K -$2.32K -40 -0.7%
JFA
2293
JNBA Financial Advisors
Minnesota
$344K
SFSIG
2294
San Francisco Sentry Investment Group
California
$344K +$13.7K +235 +4%
RIS
2295
Retirement Income Solutions
Michigan
$343K +$31K +533 +10%
GFPC
2296
Global Financial Private Client
Florida
$343K -$57.3K -986 -15%
HGWM
2297
Horst & Graben Wealth Management
Oregon
$341K
WIC
2298
Whitegate Investment Counselors
New Hampshire
$339K
DI
2299
Diligent Investors
California
$339K +$3.02K +52 +0.9%
PCM
2300
Perritt Capital Management
Illinois
$339K +$12K +206 +4%

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.