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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
MWM
2651
MBE Wealth Management
Wisconsin
$228K +$238 +4 +0.1%
SAS
2652
Sanford Advisory Services
Michigan
$227K +$229K +3,856 New
RG
2653
Renaissance Group
Kentucky
$227K +$229K +3,857 New
BDFN
2654
Bond & Devick Financial Network
Minnesota
$226K +$229K +3,854 New
EE
2655
EWG Elevate
California
$225K +$8.43K +142 +4%
BCM
2656
Brown Capital Management
Maryland
$222K -$35.6K -600 -14%
RWM
2657
RBA Wealth Management
California
$222K -$18.3K -308 -8%
PWA
2658
Physician Wealth Advisors
Utah
$221K +$2.44K +41 +1%
KFS
2659
Kelly Financial Services
Massachusetts
$220K +$713 +12 +0.3%
QCI
2660
Quaker Capital Investments
Pennsylvania
$220K
EW
2661
Element Wealth
Mississippi
$219K +$475 +8 +0.2%
BA
2662
Ballew Advisors
Mississippi
$219K +$17.6K +296 +8%
EFG
2663
Everhart Financial Group
Ohio
$219K +$221K +3,717 New
IGGA
2664
Iron Gate Global Advisors
Utah
$218K
HFS
2665
Howard Financial Services
Texas
$218K +$297 +5 +0.1%
KLI
2666
Kelman-Lazarov Inc
Tennessee
$217K +$2.97K +50 +1%
CWA
2667
Capital Wealth Alliance
Arizona
$216K -$12.4K -208 -5%
SC
2668
Saturna Capital
Washington
$216K
SAS
2669
Stelac Advisory Services
New York
$216K +$96.9K +1,632 +80%
BFWA
2670
Benchmark Financial Wealth Advisors
Florida
$215K -$40.2K -677 -16%
FBA
2671
Front Barnett Associates
Illinois
$214K -$5.05K -85 -2%
CWM
2672
CCG Wealth Management
California
$213K -$21.7K -365 -9%
WAOI
2673
Wealth Advisors of Iowa
Iowa
$213K +$216K +3,633 New
WPA
2674
Winning Points Advisors
Florida
$213K +$3.62K +61 +2%
RIM
2675
Reliant Investment Management
Tennessee
$212K -$217K -3,650 -50%

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.