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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
AWMG
2451
Alliance Wealth Management Group
New Jersey
$239K +$17.6K +303 +8%
BCM
2452
Bayesian Capital Management
New York
$238K -$58.1K -1,000 -20%
W
2453
Wealthquest
Ohio
$238K -$26.1K -449 -10%
FA
2454
Financial Advantage
Maryland
$238K -$12K -206 -5%
DCM
2455
Driehaus Capital Management
Illinois
$238K -$6.16K -106 -3%
ACA
2456
Ackerman Capital Advisors
Texas
$238K
AAP
2457
Aristotle Atlantic Partners
Florida
$238K
SFG
2458
Sather Financial Group
Texas
$237K
CWM
2459
CCG Wealth Management
California
$237K +$231K +3,983 New
SFPG
2460
Stonebridge Financial Planning Group
Florida
$236K -$3.02K -52 -1%
RTC
2461
Riverview Trust Company
Washington
$235K -$120K -2,068 -34%
ACA
2462
Affinity Capital Advisors
California
$234K -$2.56K -44 -1%
ACM
2463
Ashford Capital Management
Delaware
$233K -$116K -2,000 -34%
AWM
2464
Aprio Wealth Management
Georgia
$233K -$5.98K -103 -3%
HCMNY
2465
Howard Capital Management (New York)
New York
$233K
MHIC
2466
Marble Harbor Investment Counsel
Massachusetts
$232K
PCM
2467
Poehling Capital Management
Wisconsin
$231K -$94.6K -1,628 -30%
BRA
2468
Bender Robert & Associates
California
$230K -$2.9K -50 -1%
CCA
2469
Conestoga Capital Advisors
Pennsylvania
$230K +$5.81K +100 +3%
TSS
2470
Two Sigma Securities
New York
$230K +$225K +3,866 New
FAM
2471
Flaharty Asset Management
Florida
$228K -$11.9K -205 -5%
PFA
2472
Pathway Financial Advisors
Vermont
$228K -$8.19K -141 -4%
PW
2473
Price Wealth
Texas
$228K +$156K +2,686 +234%
AW
2474
Alpha Windward
Massachusetts
$226K +$3.43K +59 +2%
IA
2475
Independence Advisors
Pennsylvania
$225K

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.