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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
SFP
2576
Sterling Financial Planning
New Jersey
$267K +$270K +4,551 New
SAM
2577
Smithbridge Asset Management
Pennsylvania
$266K -$9.03K -152 -3%
GSEP
2578
Golden State Equity Partners
California
$266K +$270K +4,544 New
CIAS
2579
CFS Investment Advisory Services
New Jersey
$265K +$268K +4,518 New
EPP
2580
ETF Portfolio Partners
Kansas
$264K
AA
2581
Addison Advisors
Vermont
$263K +$266K +4,484 New
WA
2582
Waverly Advisors
Alabama
$262K -$36.4K -613 -11%
SFA
2583
Stewardship Financial Advisors
Georgia
$262K +$59.2K +996 +29%
RC
2584
RBO & Co
California
$259K -$59.4K -1,000 -19%
PGA
2585
Portland Global Advisors
Maine
$259K -$2.08K -35 -0.8%
DIA
2586
Davidson Investment Advisors
Montana
$258K -$8.91K -150 -3%
SA
2587
Sicart Associates
New York
$258K
RHP
2588
Royal Harbor Partners
Texas
$257K -$775K -13,056 -75%
NCM
2589
Noesis Capital Mangement
Florida
$256K
FWM
2590
FSA Wealth Management
Massachusetts
$255K -$16.5K -277 -6%
TFGT
2591
TS Financial Group (TSFG)
Illinois
$255K +$7.66K +129 +3%
BCM
2592
Bluefin Capital Management
New York
$255K +$258K +4,348 New
RWRC
2593
R.W. Roge & Company
New York
$254K
HFS
2594
Horizon Financial Services
North Carolina
$253K -$37.8K -637 -13%
MF
2595
Montis Financial
Massachusetts
$253K +$273K +4,595 New
DCM
2596
Dimension Capital Management
Florida
$252K
BWFA
2597
Baltimore-Washington Financial Advisors
Maryland
$251K -$2.73K -46 -1%
EGWAG
2598
Elwood & Goetz Wealth Advisory Group
Georgia
$251K
HCMNY
2599
Howard Capital Management (New York)
New York
$251K +$21K +354 +9%
CTI
2600
Community Trust & Investment
Kentucky
$251K +$254K +4,271 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.