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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
2551
Hemington Wealth Management
Virginia
$280K +$283K +4,764 New
CA
2552
CGN Advisors
Kansas
$280K +$283K +4,767 New
IA
2553
IFG Advisors
Missouri
$278K -$14.6K -245 -5%
SSW
2554
Smith Shellnut Wilson
Mississippi
$278K +$15.9K +267 +6%
SPI
2555
Santori & Peters Inc
Pennsylvania
$277K -$33.1K -557 -10%
CL
2556
CIM LLC
New York
$277K +$297 +5 +0.1%
SFFS
2557
Stonehage Fleming Financial Services
Jersey
$275K
GAM
2558
Garrison Asset Management
Arkansas
$274K -$294K -4,952 -52%
PFA
2559
Paradigm Financial Advisors
Missouri
$274K -$52.6K -886 -16%
CMBA
2560
C.M. Bidwell & Associates
Hawaii
$274K -$22.5K -379 -8%
NFSG
2561
Newbridge Financial Services Group
Florida
$274K -$5.58K -94 -2%
W
2562
Wealthquest
Ohio
$274K +$38.9K +655 +16%
AIG
2563
American International Group
New York
$274K -$11.7M -196,889 -4%
MAP
2564
Milestone Advisory Partners
North Carolina
$273K
UCI
2565
Uncommon Cents Investing
Wisconsin
$272K -$83.2K -1,401 -23%
MAS
2566
Managed Account Services
Florida
$272K
CL
2567
COWA LLC
Oklahoma
$272K +$283K +4,764 New
SLA
2568
Silver Lake Advisory
Utah
$271K +$2.02K +34 +0.7%
CWM
2569
Chronos Wealth Management
Florida
$270K
RWI
2570
Red Wave Investments
Pennsylvania
$270K +$273K +4,593 New
ACP
2571
Aviance Capital Partners
Florida
$269K -$11.8K -199 -4%
TIM
2572
Total Investment Management
Arizona
$269K +$772 +13 +0.3%
SQA
2573
Simon Quick Advisors
New Jersey
$268K +$30.7K +517 +13%
MAG
2574
Mayfair Advisory Group
Alabama
$268K +$271K +4,570 New
WAM
2575
Winslow Asset Management
Ohio
$267K

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.