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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
SHWM
2876
Silicon Hills Wealth Management
Texas
-$458K -7,695 Closed
MFS
2877
Mirabella Financial Services
United Kingdom
-$434K -7,289 Closed
MTC
2878
McDaniel Terry & Co
Texas
-$380K -6,388 Closed
AA
2879
Advisory Alpha
Michigan
-$375K -6,289 Closed
OCPWS
2880
One Charles Private Wealth Services
Massachusetts
-$355K -5,966 Closed
OFS
2881
OneAscent Financial Services
Alabama
-$336K -5,650 Closed
FRM
2882
Fox Run Management
Connecticut
-$316K -5,319 Closed
AAMC
2883
Asset Allocation & Management Company
Illinois
-$306K -5,150 Closed
SMG
2884
Smart Money Group
Texas
-$287K -4,818 Closed
JG
2885
Jefferies Group
New York
-$276K -4,646 Closed
ERIM
2886
Eagle Ridge Investment Management
Connecticut
-$274K -4,600 Closed
MCG
2887
McCollum Christoferson Group
New York
-$268K -4,503 Closed
MPW
2888
MA Private Wealth
California
-$256K -4,300 Closed
BBA
2889
Braun-Bostich & Associates
Pennsylvania
-$256K -4,296 Closed
BPGAM
2890
BTG Pactual Global Asset Management
Bermuda
-$254K -4,262 Closed
AIM
2891
Axiom Investment Management
New York
-$253K -4,231 Closed
AP
2892
Adero Partners
California
-$250K -4,210 Closed
OWM
2893
Orgel Wealth Management
Wisconsin
-$246K -4,129 Closed
ACA
2894
Ackerman Capital Advisors
Texas
-$238K -4,000 Closed
AWM
2895
Aprio Wealth Management
Georgia
-$233K -3,923 Closed
PFA
2896
Pathway Financial Advisors
Vermont
-$228K -3,832 Closed
AW
2897
Alpha Windward
Massachusetts
-$226K -3,791 Closed
BCB
2898
Brian C. Broderick
-$220K -3,696 Closed
TCM
2899
Teza Capital Management
Illinois
-$218K -3,659 Closed
BFP
2900
Briaud Financial Planning
Texas
-$215K -3,620 Closed

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.