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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
LTI
2676
Laffer Tengler Investments
Tennessee
$212K
BWA
2677
Beam Wealth Advisors
Louisiana
$211K -$167K -2,808 -44%
IMA
2678
Investment Management Associates
Colorado
$211K +$213K +3,592 New
WCM
2679
Weld Capital Management
New York
$210K -$1.2M -20,180 -85%
IF
2680
Ironwood Financial
Arizona
$210K +$184K +3,102 +649%
AA
2681
Auxano Advisors
Washington
$209K +$211K +3,555 New
PFWA
2682
Paces Ferry Wealth Advisors
Georgia
$208K -$7.01K -118 -3%
PWM
2683
Praetorian Wealth Management
California
$208K +$950 +16 +0.5%
ICG
2684
InterOcean Capital Group
Tennessee
$208K +$210K +3,532 New
TLFA
2685
True Link Financial Advisors
California
$207K +$209K +3,525 New
JWBC
2686
John W. Bristol & Co
New York
$206K
GWAM
2687
Guardian Wealth Advisors (Minnesota)
Minnesota
$206K +$208K +3,504 New
VC
2688
Veery Capital
Delaware
$205K +$207K +3,485 New
HFAS
2689
Hummer Financial Advisory Services
Illinois
$204K
Boston Partners
2690
Boston Partners
Massachusetts
$204K +$206K +3,470 New
EFL
2691
ERn Financial LLC
Wisconsin
$204K +$206K +3,470 New
FQ
2692
First Quadrant
California
$203K -$48K -809 -19%
PAS
2693
Professional Advisory Services
Florida
$203K
CIP
2694
Capital Insight Partners
Arizona
$203K +$206K +3,460 New
EIA
2695
Eastover Investment Advisors
North Carolina
$202K
IWA
2696
Inspirion Wealth Advisors
Illinois
$202K
SMF
2697
Sterling Manor Financial
New York
$202K +$204K +3,440 New
BAM
2698
Bellevue Asset Management
Washington
$201K -$5.64K -95 -3%
OAM
2699
Oberweis Asset Management
Illinois
$201K +$535 +9 +0.3%
ZCA
2700
Zeke Capital Advisors
Pennsylvania
$201K +$203K +3,425 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.