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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.6B -$246M -4,227,023 -1%
BlackRock
2
BlackRock
New York
$17.9B -$526M -9,056,843 -3%
State Street
3
State Street
Massachusetts
$9.83B -$144M -2,472,035 -1%
Bank of America
4
Bank of America
North Carolina
$3.92B +$143M +2,461,174 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.78B +$11.7M +202,106 +0.3%
Capital World Investors
6
Capital World Investors
California
$3.77B +$105M +1,809,556 +3%
Berkshire Hathaway
7
Berkshire Hathaway
Nebraska
$3.47B +$3.39B +58,347,767 New
Northern Trust
8
Northern Trust
Illinois
$3.19B +$10.4M +178,415 +0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.85B -$1.07B -18,487,177 -28%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.64B -$792M -13,632,804 -23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.56B +$85.6M +1,474,045 +4%
Norges Bank
12
Norges Bank
Norway
$2.41B -$48.5M -834,197 -2%
Capital International Investors
13
Capital International Investors
California
$2.35B +$54.2M +932,205 +2%
Franklin Resources
14
Franklin Resources
California
$2.19B +$140M +2,413,630 +7%
Morgan Stanley
15
Morgan Stanley
New York
$2.16B -$54M -928,637 -2%
Charles Schwab
16
Charles Schwab
California
$2.14B -$15.2M -261,823 -0.7%
Wells Fargo
17
Wells Fargo
California
$1.98B -$72.9M -1,254,492 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.65B -$57.8M -994,931 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.61B -$27M -463,900 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.48B +$28.4M +487,953 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.48B +$1.35M +23,271 +0.1%
Ameriprise
22
Ameriprise
Minnesota
$1.4B -$72.3M -1,244,294 -5%
Deutsche Bank
23
Deutsche Bank
Germany
$1.39B +$41.6M +716,000 +3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.34B -$39.7M -683,892 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.31B +$54.6M +939,966 +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.