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
AFS
2726
Annapolis Financial Services
Maryland
$143K +$145K +2,436 New
CAM
2727
CenterStar Asset Management
Illinois
$138K
FMP
2728
Financial Management Professionals
Texas
$136K +$9.86K +166 +8%
FWM
2729
Filbrandt Wealth Management
Wisconsin
$136K +$33.3K +561 +32%
NG
2730
NWK Group
California
$135K
CPA
2731
Cowen Prime Advisors
New York
$133K
ST
2732
Sageworth Trust
Pennsylvania
$128K +$26.8K +451 +26%
IWMWV
2733
Ironwood Wealth Management (West Virginia)
West Virginia
$127K +$128K +2,163 New
LJHT
2734
Laurie J. Hall Trustee
$123K
SCA
2735
Stuart Chaussee & Associates
California
$122K +$50.7K +853 +70%
POIA
2736
Pin Oak Investment Advisors
Texas
$121K +$18.5K +311 +18%
UMC
2737
United Maritime Capital
New York
$118K +$119K +2,000 New
NR
2738
Newfound Research
Massachusetts
$117K +$118K +1,986 New
AJ
2739
Ashburton (Jersey)
Jersey
$116K -$17.6K -297 -13%
VCG
2740
Vantage Consulting Group
Virginia
$115K +$117K +1,965 New
EARNEST Partners
2741
EARNEST Partners
Georgia
$114K
MFA
2742
McClarren Financial Advisors
Pennsylvania
$111K +$119K +2,009 New
EA
2743
Elm Advisors
California
$110K +$111K +1,866 New
PFA
2744
Professional Financial Advisors
Nebraska
$109K +$12.3K +207 +13%
FWM
2745
ForthRight Wealth Management
Georgia
$104K +$105K +1,772 New
FFC
2746
Fure Financial Corporation
Minnesota
$101K +$1.13K +19 +1%
DOA
2747
D'Orazio & Associates
Virginia
$100K -$19.7K -332 -16%
HWM
2748
HighMark Wealth Management
Minnesota
$100K +$56.1K +945 +125%
TVWM
2749
Tower View Wealth Management
Wisconsin
$92K +$832 +14 +0.9%
TFIPS
2750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.7K +$92.7K +1,560 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.