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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
VBFP
2376
Valtinson Bruner Financial Planning
Minnesota
$284K +$349 +6 +0.1%
ACP
2377
Aviance Capital Partners
Florida
$284K +$20.5K +352 +8%
NFSG
2378
Newbridge Financial Services Group
Florida
$284K +$277K +4,766 New
TCM
2379
Tandem Capital Management
New Jersey
$283K -$46.5K -800 -14%
KA
2380
Klingman & Associates
New York
$281K +$275K +4,728 New
IMOV
2381
Investment Management of Virginia
Virginia
$280K -$11.6K -200 -4%
OBGC
2382
O'Brien Greene & Co
Pennsylvania
$279K -$5.81K -100 -2%
AFA
2383
Atlanta Financial Associates
Georgia
$279K +$4.76K +82 +2%
SAM
2384
Smithbridge Asset Management
Pennsylvania
$278K +$2.09K +36 +0.8%
MAP
2385
Milestone Advisory Partners
North Carolina
$277K
SFFS
2386
Stonehage Fleming Financial Services
Jersey
$277K +$131K +2,263 +94%
JG
2387
Jefferies Group
New York
$276K -$1.44M -24,846 -84%
MAS
2388
Managed Account Services
Florida
$275K -$3.31K -57 -1%
LG
2389
LaFleur & Godfrey
Michigan
$275K +$268K +4,620 New
IAP
2390
Indie Asset Partners
Indiana
$274K -$112K -1,925 -29%
FWM
2391
FSA Wealth Management
Massachusetts
$274K +$232 +4 +0.1%
ERIM
2392
Eagle Ridge Investment Management
Connecticut
$274K +$267K +4,600 New
TCM
2393
Towercrest Capital Management
Pennsylvania
$273K -$52.6K -906 -16%
CWM
2394
Chronos Wealth Management
Florida
$273K
TVAMP
2395
Tennessee Valley Asset Management Partners
Tennessee
$273K +$1.92K +33 +0.7%
HGWM
2396
Harvest Group Wealth Management
Massachusetts
$272K +$116 +2 +0%
SLA
2397
Silver Lake Advisory
Utah
$272K +$174 +3 +0.1%
BHWM
2398
Bay Harbor Wealth Management
Maryland
$271K -$101K -1,746 -28%
WAM
2399
Winslow Asset Management
Ohio
$271K
DIA
2400
Davidson Investment Advisors
Montana
$270K

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.