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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
WCM
2626
Wisconsin Capital Management
Wisconsin
$240K +$243K +4,087 New
CFG
2627
Compton Financial Group
Maryland
$240K +$260K +4,375 New
FPIS
2628
Financial Planning & Information Services
Wisconsin
$239K
SSWG
2629
Seven Springs Wealth Group
Tennessee
$239K +$1.96K +33 +0.8%
NCM
2630
Next Capital Management
New York
$239K +$242K +4,071 New
SFPG
2631
Stonebridge Financial Planning Group
Florida
$238K
SCA
2632
SMH Capital Advisors
Texas
$238K +$119 +2 +0%
CPC
2633
Consolidated Planning Corp
Georgia
$238K +$35.4K +596 +17%
Marshall Wace
2634
Marshall Wace
United Kingdom
$237K -$10.8M -181,768 -98%
IAS
2635
IMA Advisory Services
Colorado
$237K -$4.39K -74 -2%
SFG
2636
Sather Financial Group
Texas
$237K +$2.85K +48 +1%
SFA
2637
Source Financial Advisors
New York
$237K +$240K +4,042 New
AAP
2638
Aristotle Atlantic Partners
Florida
$235K
NEWAS
2639
N.E.W. Advisory Services
Wisconsin
$235K +$235K +3,955 New
RF
2640
Rollins Financial
Georgia
$235K +$237K +3,997 New
HFA
2641
Hoover Financial Advisors
Pennsylvania
$233K +$2.38K +40 +1%
RTC
2642
Riverview Trust Company
Washington
$232K
ACM
2643
Ashford Capital Management
Delaware
$230K
PP
2644
Patron Partners
Texas
$230K +$232K +3,911 New
MA
2645
Modus Advisors
Minnesota
$229K -$95.8K -1,613 -29%
MHIC
2646
Marble Harbor Investment Counsel
Massachusetts
$229K
ACA
2647
Affinity Capital Advisors
California
$228K -$2.85K -48 -1%
BRA
2648
Bender Robert & Associates
California
$228K
CCA
2649
Conestoga Capital Advisors
Pennsylvania
$228K
PCM
2650
Poehling Capital Management
Wisconsin
$228K

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.