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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
KFA
2426
Kays Financial Advisory
Georgia
$254K +$1.34K +23 +0.5%
BPGAM
2427
BTG Pactual Global Asset Management
Bermuda
$254K +$248K +4,262 New
AIM
2428
Axiom Investment Management
New York
$253K
TFGT
2429
TS Financial Group (TSFG)
Illinois
$251K -$8.48K -146 -3%
AP
2430
Adero Partners
California
$250K -$14.5K -250 -6%
IP
2431
Isthmus Partners
Wisconsin
$250K -$5.81K -100 -2%
AIM
2432
Arcadia Investment Management
Michigan
$250K
QWM
2433
Quaker Wealth Management
New Jersey
$250K +$25K +431 +11%
LFASL
2434
Lugano Financial Advisors SA (LFA)
Switzerland
$250K +$217K +3,729 +759%
DMC
2435
Drexel Morgan & Co
Pennsylvania
$249K
PP
2436
PrairieView Partners
Minnesota
$249K
CWA
2437
Capital Wealth Alliance
Arizona
$248K +$242K +4,171 New
QCM
2438
Quantinno Capital Management
New York
$247K
FSG
2439
Financial Strategies Group
Michigan
$247K +$16.6K +285 +7%
PPCM
2440
Pillar Pacific Capital Management
California
$246K -$52.3K -901 -18%
LIM
2441
Loudon Investment Management
New Hampshire
$246K
OWM
2442
Orgel Wealth Management
Wisconsin
$246K +$240K +4,129 New
FI
2443
Fosun International
China
$245K
IAS
2444
IMA Advisory Services
Colorado
$245K +$4.3K +74 +2%
RWM
2445
RBA Wealth Management
California
$243K +$238K +4,092 New
FPIS
2446
Financial Planning & Information Services
Wisconsin
$242K +$236K +4,062 New
SCA
2447
SMH Capital Advisors
Texas
$241K -$697 -12 -0.3%
HFA
2448
Hoover Financial Advisors
Pennsylvania
$241K +$68.7K +1,183 +41%
SQA
2449
Simon Quick Advisors
New Jersey
$240K -$6.68K -115 -3%
SSWG
2450
Seven Springs Wealth Group
Tennessee
$240K

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.