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2,836 hedge funds and large institutions have $163B invested in Verizon in 2020 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 1,314 increasing their positions, 990 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 332 | Existing positions closed: 79

33% more repeat investments, than reductions

Existing positions increased: 1,314 | Existing positions reduced: 990

8% more funds holding

Funds holding: 2,6272,836 (+209)

0.33% more ownership

Funds ownership: 66.46%66.79% (+0.33%)

0% less capital invested

Capital invested by funds: $163B → $163B (-$598M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

34% less funds holding in top 10

Funds holding in top 10: 198131 (-67)

Holders
2,836
Holders Change
+209
Holders Change %
+7.96%
% of All Funds
50.18%
Holding in Top 10
131
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-33.84%
% of All Funds
2.32%
New
332
Increased
1,314
Reduced
990
Closed
79
Calls
$1.38B
Puts
$1.39B
Net Calls
-$8.8M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
2501
Relative Value Partners Group
$313K +$11.9K +200 +4%
IMOV
2502
Investment Management of Virginia
Virginia
$313K +$37.1K +625 +13%
NWA
2503
New World Advisors
Massachusetts
$312K +$17.8K +300 +6%
CG
2504
Clarus Group
Texas
$311K +$341K +5,734 New
ACM
2505
AUA Capital Management
Pennsylvania
$309K -$238 -4 -0.1%
MAA
2506
Mraz Amerine & Associates
California
$306K
SRCM
2507
Swift Run Capital Management
Virginia
$306K
ECM
2508
EagleClaw Capital Management
Massachusetts
$305K -$114K -1,915 -27%
JF
2509
Jump Financial
Illinois
$305K +$308K +5,194 New
MAM
2510
MMA Asset Management
Pennsylvania
$305K +$309K +5,199 New
BCA
2511
Biltmore Capital Advisors
New Jersey
$304K -$3.44K -58 -1%
SSA
2512
South Street Advisors
New York
$304K +$101K +1,700 +49%
CWA
2513
Clearview Wealth Advisors
Oregon
$304K +$307K +5,170 New
FMN
2514
Financial Management Network
California
$304K +$315K +5,301 New
CWM
2515
Campbell Wealth Management
Virginia
$303K -$27.4K -461 -8%
AO
2516
Advisor OS
Illinois
$302K -$49.7K -836 -14%
LIM
2517
Lathrop Investment Management
Arkansas
$302K +$15.4K +260 +5%
LWP
2518
Lumature Wealth Partners
Georgia
$302K +$305K +5,142 New
WFPG
2519
Waller Financial Planning Group
Ohio
$301K -$71.2K -1,199 -19%
SAM
2520
SP Asset Management
California
$301K +$1.6K +27 +0.5%
JHP
2521
James Hambro & Partners
United Kingdom
$299K -$21.4K -360 -7%
PTB
2522
Pioneer Trust Bank
Oregon
$299K -$3.44K -58 -1%
AMM
2523
American Money Management
California
$297K -$4.45K -75 -1%
DCM
2524
Driehaus Capital Management
Illinois
$297K +$61.8K +1,041 +26%
1W
2525
1776 Wealth
Georgia
$296K

VZ Hedge Fund Activity: Q4 2020 in Review

2,836 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2020, worth a combined $163B — down 0.37% from $163B a quarter earlier.

Buyers outnumbered sellers: 332 funds opened new VZ positions and 79 closed out — a net gain of 253 holders — while 1,314 added to existing stakes and 990 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $5.25B. The largest seller was Capital World Investors, cutting an estimated $753M.

  • 2,836 institutional investors held Verizon (VZ) as of Q4 2020, up from 2,627 in Q3 2020.
  • Funds reported $163B of Verizon stock for Q4 2020, down 0.37% quarter-over-quarter.
  • 332 funds opened new Verizon positions in Q4 2020 and 79 closed out, a net change of +253 holders.
  • The largest Verizon buyer in Q4 2020 was Berkshire Hathaway, an estimated $5.25B added.
  • The largest Verizon seller in Q4 2020 was Capital World Investors, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2020.