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
UOTTAIMCU
2801
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$18.7K +315 New
CDIA
2802
Capital Directions Investment Advisors
Georgia
$18K
KIG
2803
Kessler Investment Group
Indiana
$18K
MAM
2804
McCarthy Asset Management
California
$18K +$17.8K +300 New
MFM
2805
MD Financial Management
Ontario, Canada
$18K +$18.5K +311 New
IA
2806
IFS Advisors
Kansas
$18K +$18.9K +318 New
HI
2807
Hoey Investments
Pennsylvania
$17K
AFIA
2808
America First Investment Advisors
Nebraska
$15K
BAMG
2809
Brand Asset Management Group
Missouri
$13K -$53.8K -905 -81%
MS
2810
Mizuho Securities
Japan
$12K -$75.7K -1,274 -86%
IPW
2811
IronBridge Private Wealth
Texas
$12K +$11.9K +200 New
AW
2812
Avion Wealth
Texas
$9K -$27.1K -457 -75%
BSG
2813
Black Swift Group
Colorado
$9K +$9.5K +160 New
RDFA
2814
Ritter Daniher Financial Advisory
Ohio
$8K +$7.66K +129 New
SGAM
2815
Smith Group Asset Management
Texas
$7K
TJHA
2816
Thomas J. Herzfeld Advisors
Florida
$7K
GC
2817
Globeflex Capital
California
$6K
IHWM
2818
Iron Horse Wealth Management
Iowa
$6K +$5.82K +98 New
CIM
2819
Contravisory Investment Management
Massachusetts
$5K
UFF
2820
USA Financial Formulas
Michigan
$5K +$2.85K +48 +107%
CBTWT
2821
Community Bank & Trust (Waco, Texas)
Texas
$4.28K +$94K +1,583 +2%
LWA
2822
Lenox Wealth Advisors
New York
$4K -$12.9K -217 -76%
MFT
2823
Moisand Fitzgerald Tamayo
Florida
$4K
YAL
2824
Your Advocates Ltd
Texas
$4K +$1.54K +26 +100%
SSC
2825
Syverson Strege & Co
Iowa
$4K +$3.74K +63 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.