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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
QWM
2601
Quaker Wealth Management
New Jersey
$250K +$3.8K +64 +2%
RWM
2602
Reston Wealth Management
Virginia
$250K +$253K +4,254 New
AFA
2603
Atlanta Financial Associates
Georgia
$249K -$27.6K -464 -10%
SAM
2604
Shikiar Asset Management
New York
$247K -$46.9K -790 -16%
IAP
2605
Indie Asset Partners
Indiana
$247K -$23.8K -401 -9%
DMC
2606
Drexel Morgan & Co
Pennsylvania
$247K
IP
2607
Isthmus Partners
Wisconsin
$247K
HCM
2608
Huber Capital Management
California
$247K +$35.6K +600 +17%
AMCA
2609
Arthur M. Cohen & Associates
Illinois
$246K -$95K -1,600 -28%
PWM
2610
Peterson Wealth Management
Nevada
$246K -$34.9K -588 -12%
PP
2611
PrairieView Partners
Minnesota
$246K
TIM
2612
Thompson Investment Management
Wisconsin
$246K +$23.8K +400 +11%
CA
2613
Centerpoint Advisors
Massachusetts
$245K -$462K -7,779 -65%
PPCM
2614
Pillar Pacific Capital Management
California
$245K +$1.66K +28 +0.7%
MWM
2615
MinichMacGregor Wealth Management
New York
$245K +$28.7K +484 +13%
TF
2616
TRH Financial
Iowa
$243K -$20.4K -343 -8%
LIM
2617
Loudon Investment Management
New Hampshire
$243K
QCM
2618
Quantinno Capital Management
New York
$243K
AA
2619
ACT Advisors
North Carolina
$242K +$244K +4,111 New
SPWG
2620
Sage Private Wealth Group
Illinois
$242K +$244K +4,115 New
MSR
2621
Main Street Research
Connecticut
$241K -$14.8M -249,415 -98%
CCM
2622
Chiron Capital Management
Florida
$241K +$27.1K +457 +13%
CIC
2623
Chilton Investment Company
Connecticut
$241K +$244K +4,109 New
NFG
2624
Northeast Financial Group
Pennsylvania
$241K +$243K +4,099 New
HGWM
2625
Harvest Group Wealth Management
Massachusetts
$240K -$29.2K -492 -11%

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.