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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
WAM
2776
Westport Asset Management
Connecticut
$51K
EWA
2777
Evolution Wealth Advisors
Florida
$50K -$55.5K -935 -53%
WFA
2778
West Financial Advisors
Iowa
$50K +$50.2K +846 New
HRC
2779
Hoertkorn Richard Charles
$47K
KCM
2780
Kathmere Capital Management
Pennsylvania
$45K
TCM
2781
TD Capital Management
Tennessee
$45K
MI
2782
Markston International
New York
$44K -$6.83K -115 -13%
CMA
2783
Cedar Mountain Advisors
Oregon
$43K
BC
2784
Barnett & Company
Tennessee
$41K -$7.07K -119 -15%
FGAM
2785
Financial Gravity Asset Management
Texas
$41K +$41.2K +693 New
ADIM
2786
Alpha DNA Investment Management
Maryland
$40K +$40.8K +687 New
CWM
2787
Curi Wealth Management
North Carolina
$40K +$41.2K +693 New
TCWA
2788
Ten Capital Wealth Advisors
Washington
$38K +$38.3K +645 New
BFG
2789
Baron Financial Group
New Jersey
$34.4K
CWAF
2790
Core Wealth Advisors (Florida)
Florida
$34K -$154K -2,601 -82%
TFA
2791
Toth Financial Advisory
Virginia
$34K
WCMN
2792
Westchester Capital Management (Nebraska)
Nebraska
$34K
AWMS
2793
Advocacy Wealth Management Services
Georgia
$31K
CFG
2794
CKW Financial Group
Hawaii
$31K
NCM
2795
New Capital Management
Texas
$28K +$10.8K +181 +60%
MGIM
2796
M&G Investment Management
United Kingdom
$26.4K -$3.18M -53,577 -11%
CWM
2797
Cranbrook Wealth Management
Michigan
$26K -$13.1K -221 -33%
KFAA
2798
Klaas Financial Asset Advisors
Illinois
$26K +$26.7K +450 New
FPW
2799
Flagship Private Wealth
Massachusetts
$21.2K +$22.9K +385 New
CCM
2800
Cribstone Capital Management
Maine
$19K

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.