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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
GM
2401
GeoWealth Management
Illinois
$268K -$144K -2,485 -35%
HS
2402
Haafor (Singapore)
Singapore
$268K +$261K +4,497 New
MCG
2403
McCollum Christoferson Group
New York
$268K +$262K +4,503 New
FC
2404
FCA Corp
Texas
$267K -$129K -2,226 -33%
EPP
2405
ETF Portfolio Partners
Kansas
$267K
RAM
2406
Roanoke Asset Management
New Jersey
$267K +$5.81K +100 +2%
TF
2407
TRH Financial
Iowa
$267K +$18.7K +321 +8%
PGA
2408
Portland Global Advisors
Maine
$264K +$2.03K +35 +0.8%
BCM
2409
Brown Capital Management
Maryland
$261K
SA
2410
Sicart Associates
New York
$261K
TIM
2411
Total Investment Management
Arizona
$261K +$697 +12 +0.3%
FC
2412
Ferris Capital
Massachusetts
$260K -$44.3K -762 -15%
RG
2413
Retirement Group
California
$259K -$5.29K -91 -2%
NCM
2414
Noesis Capital Mangement
Florida
$259K
RICHC
2415
Renaissance Investment Consultants Holding Company
Pennsylvania
$258K -$97.3K -1,674 -27%
BFWA
2416
Benchmark Financial Wealth Advisors
Florida
$258K -$38.6K -665 -13%
CCP
2417
Cardan Capital Partners
Colorado
$258K +$21.9K +377 +10%
BWFA
2418
Baltimore-Washington Financial Advisors
Maryland
$257K -$84.2K -1,450 -25%
RWRC
2419
R.W. Roge & Company
New York
$257K
DCM
2420
Dimension Capital Management
Florida
$256K -$379K -6,515 -60%
BBA
2421
Braun-Bostich & Associates
Pennsylvania
$256K -$264K -4,540 -51%
MPW
2422
MA Private Wealth
California
$256K
FQ
2423
First Quadrant
California
$254K -$1.39M -23,960 -85%
TI
2424
tru Independence
Oregon
$254K -$221K -3,808 -47%
EGWAG
2425
Elwood & Goetz Wealth Advisory Group
Georgia
$254K

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.