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
SPC
2326
Stewart & Patten Company
California
$320K -$36.1K -621 -10%
SA
2327
Stewardship Advisors
Pennsylvania
$320K
SPI
2328
Santori & Peters Inc
Pennsylvania
$319K +$755 +13 +0.2%
APW
2329
Acima Private Wealth
Virginia
$317K
FRM
2330
Fox Run Management
Connecticut
$316K -$127K -2,179 -29%
JIP
2331
JBJ Investment Partners
South Carolina
$316K +$309K +5,315 New
SAM
2332
SP Asset Management
California
$315K +$2.9K +50 +0.9%
ACM
2333
AUA Capital Management
Pennsylvania
$314K +$92.1K +1,586 +43%
MCM
2334
MV Capital Management
Maryland
$313K -$34.7K -597 -10%
PFO
2335
Pathstone Family Office
New Jersey
$312K -$281K -4,840 -48%
PL
2336
Parthenon LLC
Kentucky
$312K -$1.92K -33 -0.6%
BCA
2337
Biltmore Capital Advisors
New Jersey
$311K -$43.7K -752 -13%
RZH
2338
Relyea Zuckerberg Hanson
Connecticut
$311K +$10.3K +178 +3%
SRCM
2339
Swift Run Capital Management
Virginia
$310K
MAA
2340
Mraz Amerine & Associates
California
$309K -$8.71K -150 -3%
WA
2341
Waverly Advisors
Alabama
$308K -$3.43K -59 -1%
PTB
2342
Pioneer Trust Bank
Oregon
$307K
AAMC
2343
Asset Allocation & Management Company
Illinois
$306K
ECM
2344
ExodusPoint Capital Management
New York
$305K -$3.27M -56,326 -92%
SCM
2345
Smith Capital Management
Arkansas
$305K -$125K -2,159 -30%
AMM
2346
American Money Management
California
$305K -$11K -190 -4%
RVPG
2347
Relative Value Partners Group
$305K +$7.38K +127 +3%
LF
2348
Lee Financial
Texas
$304K +$13.7K +235 +5%
HWA
2349
HHM Wealth Advisors
Tennessee
$302K +$697 +12 +0.2%
RW
2350
REDW Wealth
New Mexico
$302K +$4.88K +84 +2%

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.