We are live on ! Find out more

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
LNWTC
2701
Laird Norton Wetherby Trust Company
Washington
$201K +$204K +3,430 New
WCM
2702
Weik Capital Management
Pennsylvania
$201K +$204K +3,435 New
TP
2703
Tranquility Partners
Tennessee
$200K +$1.9K +32 +0.9%
SIAG
2704
Safeguard Investment Advisory Group
California
$198K +$200K +3,372 New
GC
2705
Garde Capital
Washington
$198K +$200K +3,375 New
Credit Agricole
2706
Credit Agricole
France
$197K +$1.07K +18 +0.5%
BHWM
2707
Bay Harbor Wealth Management
Maryland
$194K -$74.2K -1,249 -27%
AIM
2708
Arcadia Investment Management
Michigan
$194K -$53.5K -900 -21%
HIM
2709
Hillsdale Investment Management
Ontario, Canada
$191K +$2.38K +40 +1%
FA
2710
Financial Advantage
Maryland
$188K -$47.5K -800 -20%
SC
2711
Steph & Co
Wisconsin
$187K
RWML
2712
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$185K +$2.67K +45 +1%
PP
2713
Peconic Partners
New York
$176K +$178K +3,000 New
HH
2714
HWG Holdings
Texas
$175K -$155K -2,604 -47%
LF
2715
Lee Financial
Texas
$166K -$135K -2,281 -45%
LWA
2716
Lowe Wealth Advisors
Maryland
$166K
AP
2717
Atwood & Palmer
Missouri
$165K
MWP
2718
Meridian Wealth Partners
Pennsylvania
$165K +$7.37K +124 +5%
LFG
2719
Larson Financial Group
Missouri
$160K +$1.72K +29 +1%
JMF
2720
Johnson Midwest Financial
Iowa
$160K +$162K +2,720 New
IA
2721
Inspire Advisors
Idaho
$160K +$162K +2,724 New
FCMT
2722
Founders Capital Management (Texas)
Texas
$158K +$166K +2,788 New
JWM
2723
Janiczek Wealth Management
Colorado
$153K +$71.4K +1,202 +85%
FP
2724
Financial Perspectives
Minnesota
$151K +$772 +13 +0.5%
DWM
2725
Defined Wealth Management
Oregon
$151K +$153K +2,578 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.