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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
HS
2751
Horan Securities
United States
$91K +$72K +1,212 +359%
CPWM
2752
Cypress Point Wealth Management
Texas
$88K +$89.1K +1,500 New
CAL
2753
Capital Advisors Ltd
Ohio
$86K -$23.8K -400 -21%
CWM
2754
Cedar Wealth Management
California
$85K
DI
2755
Disciplined Investments
Oklahoma
$84K -$13.7K -230 -14%
CA
2756
Crewe Advisors
Utah
$82K -$8.2K -138 -9%
BBHBI
2757
B, B, H, & B Inc
Alabama
$80K +$81.3K +1,369 New
GSAM
2758
Grant Street Asset Management
Pennsylvania
$79K +$79.6K +1,340 New
TIM
2759
Tortoise Investment Management
New York
$78K +$2.38K +40 +3%
TIM
2760
Thornburg Investment Management
New Mexico
$76K -$77.2K -1,300 -50%
SA
2761
SRH Advisors
Kansas
$75K
BA
2762
Bellwether Advisors
Nebraska
$74K +$75.1K +1,265 New
MIM
2763
Meridiem Investment Management
United Kingdom
$73K +$73.6K +1,240 New
NWA
2764
Navis Wealth Advisors
New York
$71K +$71.8K +1,209 New
HFS
2765
HBC Financial Services
Washington
$67K -$1.6K -27 -2%
JWBC
2766
John W. Brooker & Co
California
$67K
IWP
2767
IAG Wealth Partners
Wisconsin
$65K
M
2768
Mirova
France
$65K +$10.4K +175 +19%
OAJ
2769
Ogorek Anthony Joseph
New York
$65K +$29.7K +500 +81%
LIA
2770
Luken Investment Analytics
Tennessee
$64K +$65K +1,095 New
TC
2771
Tacita Capital
Ontario, Canada
$60K +$60.3K +1,016 New
NOI
2772
Newton One Investments
Delaware
$60K +$60.5K +1,019 New
KC
2773
Kinloch Capital
Virginia
$60K +$61K +1,027 New
LGWM
2774
Litman Gregory Wealth Management
California
$59K -$12.4K -209 -17%
CIA
2775
Cascade Investment Advisors
Oregon
$51.9K

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.