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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
HWM
2526
Holloway Wealth Management
Florida
$296K
KA
2527
Klingman & Associates
New York
$296K +$18.6K +314 +7%
CISOA
2528
Capital Investment Services of America
Wisconsin
$296K +$299K +5,033 New
HWA
2529
HHM Wealth Advisors
Tennessee
$295K -$2.79K -47 -0.9%
NEPPG
2530
New England Professional Planning Group
Rhode Island
$295K +$5.11K +86 +2%
PO
2531
Private Ocean
California
$294K -$67.5K -1,137 -19%
AFS
2532
Axiom Financial Strategies
Indiana
$294K
TPM
2533
Triasima Portfolio Management
Quebec, Canada
$294K +$297K +5,000 New
TCM
2534
Tandem Capital Management
New Jersey
$291K +$11.9K +200 +4%
SCM
2535
Silvant Capital Management
Georgia
$290K
P
2536
&Partners
Tennessee
$290K +$1.19K +20 +0.4%
BDF
2537
Black Diamond Financial
Maryland
$289K -$52.3K -880 -15%
CA
2538
Callahan Advisors
Texas
$288K -$7.01K -118 -2%
VBFP
2539
Valtinson Bruner Financial Planning
Minnesota
$288K
WIA
2540
World Investment Advisors
California
$288K +$17.9K +301 +6%
NAM
2541
North American Management
Massachusetts
$287K
AP
2542
Advisors Preferred
Maryland
$286K -$84.8K -1,427 -23%
RG
2543
Retirement Group
California
$286K +$30.8K +519 +12%
OWA
2544
Opal Wealth Advisors
New York
$286K +$289K +4,865 New
SWM
2545
Segment Wealth Management
Texas
$285K
TA
2546
Trellis Advisors
Washington
$285K +$4.93K +83 +2%
CI
2547
CX Institutional
Indiana
$284K -$107K -1,807 -27%
APW
2548
Austin Private Wealth
Texas
$284K +$63.4K +1,068 +28%
LI
2549
Lafayette Investments
Maryland
$283K
WIA
2550
Westbourne Investment Advisors
Maryland
$281K +$284K +4,780 New

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.