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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
AA
2301
Aufman Associates
Pennsylvania
$338K -$25.2K -433 -7%
HP
2302
HT Partners
Connecticut
$338K -$21.8K -375 -6%
AFA
2303
American Financial Advisors
Georgia
$337K -$10.5K -180 -3%
OFS
2304
OneAscent Financial Services
Alabama
$336K -$90.9K -1,565 -22%
VWA
2305
VERITY Wealth Advisors
United States
$335K
SL
2306
Savior LLC
Massachusetts
$335K +$465 +8 +0.1%
CWM
2307
Campbell Wealth Management
Virginia
$334K -$6.91K -119 -2%
Wolverine Trading
2308
Wolverine Trading
Illinois
$332K -$441K -7,585 -57%
HH
2309
HWG Holdings
Texas
$332K -$107K -1,833 -25%
FA
2310
Fiducient Advisors
Illinois
$332K
GIP
2311
Greatmark Investment Partners
Georgia
$332K +$116 +2 +0%
PFA
2312
Paradigm Financial Advisors
Missouri
$331K -$59.3K -1,020 -16%
SFS
2313
Summit Financial Strategies
Ohio
$329K +$2.96K +51 +0.9%
MA
2314
Modus Advisors
Minnesota
$328K -$12.1K -209 -4%
Dodge & Cox
2315
Dodge & Cox
California
$327K -$44.2K -760 -12%
TWM
2316
Titus Wealth Management
California
$327K +$53.9K +928 +20%
BFA
2317
Brendel Financial Advisors
New Hampshire
$326K -$3.54K -61 -1%
FCM
2318
Firestone Capital Management
Florida
$324K -$10.5K -180 -3%
WLIM
2319
White Lighthouse Investment Management
Massachusetts
$324K
JHP
2320
James Hambro & Partners
United Kingdom
$324K +$37K +636 +13%
NED
2321
Nancy E. Dempze
$322K
CCA
2322
Column Capital Advisors
Indiana
$321K -$305K -5,257 -49%
PMFA
2323
Plante Moran Financial Advisors
Michigan
$321K -$6.57K -113 -2%
LWPC
2324
Legacy Wealth Partners (California)
California
$321K +$313K +5,394 New
RC
2325
RBO & Co
California
$321K +$314K +5,400 New

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.