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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
CMBA
2351
C.M. Bidwell & Associates
Hawaii
$300K -$100K -1,721 -25%
1W
2352
1776 Wealth
Georgia
$300K
AWM
2353
Apollon Wealth Management
South Carolina
$300K +$121K +2,076 +70%
HWM
2354
Holloway Wealth Management
Florida
$299K
CA
2355
Callahan Advisors
Texas
$298K -$2.67K -46 -0.9%
WIA
2356
World Investment Advisors
California
$298K +$6.97K +120 +2%
SAM
2357
Shikiar Asset Management
New York
$297K
CG
2358
Corundum Group
Colorado
$297K +$19.2K +330 +7%
SCM
2359
Stonehearth Capital Management
Massachusetts
$296K -$2.96K -51 -1%
IA
2360
IFG Advisors
Missouri
$295K +$174 +3 +0.1%
AFS
2361
Axiom Financial Strategies
Indiana
$294K -$1.45K -25 -0.5%
NWA
2362
New World Advisors
Massachusetts
$294K
HFS
2363
Horizon Financial Services
North Carolina
$294K +$287K +4,939 New
SCM
2364
Silvant Capital Management
Georgia
$293K +$19.8K +340 +7%
P
2365
&Partners
Tennessee
$292K +$45.1K +776 +19%
LIM
2366
Lathrop Investment Management
Arkansas
$291K
CL
2367
CIM LLC
New York
$291K +$291K +5,005 New
NAM
2368
North American Management
Massachusetts
$290K -$15.8K -272 -5%
NEPPG
2369
New England Professional Planning Group
Rhode Island
$289K -$93.7K -1,613 -25%
SWM
2370
Segment Wealth Management
Texas
$288K
SMG
2371
Smart Money Group
Texas
$287K +$232 +4 +0.1%
LI
2372
Lafayette Investments
Maryland
$286K +$280K +4,813 New
CGA
2373
Crescent Grove Advisors
Illinois
$285K +$1.22K +21 +0.4%
PWM
2374
Peterson Wealth Management
Nevada
$284K -$299K -5,148 -52%
TA
2375
Trellis Advisors
Washington
$284K -$10.5K -181 -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.