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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
Rafferty Asset Management
2901
Rafferty Asset Management
New York
-$207K -3,483 Closed
BFIC
2902
Bedell Frazier Investment Counselling
California
-$206K -3,460 Closed
IWAG
2903
Integer Wealth Advisors Group
Georgia
-$205K -3,438 Closed
UTC
2904
Unified Trust Company
Kentucky
-$203K -3,417 Closed
TWP
2905
TFO Wealth Partners
Ohio
-$163K -2,747 Closed
PWM
2906
Provident Wealth Management
Tennessee
-$157K -2,642 Closed
SC
2907
Solstein Capital
California
-$105K -1,759 Closed
PVH
2908
Psagot Value Holdings
Israel
-$101K -1,699 Closed
NIC
2909
Northwest Investment Counselors
Oregon
-$100K -1,677 Closed
VIM
2910
Veritas Investment Management
United Kingdom
-$91K -1,529 Closed
GC
2911
Grace Capital
Massachusetts
-$78K -1,310 Closed
PCWA
2912
Pacific Capital Wealth Advisors
California
-$38K -639 Closed
SIA
2913
SeaBridge Investment Advisors
New Jersey
-$18K -300 Closed
FCAS
2914
First Command Advisory Services
Texas
-$7K -227 Closed
IRAG
2915
Investment Research & Advisory Group
Georgia
-$10K -173 Closed
AWA
2916
Artemis Wealth Advisors
New York
-$7.32K -123 Closed
BWM
2917
BNC Wealth Management
Oregon
-$7K -118 Closed
FIA
2918
FNY Investment Advisers
New York
+$59 +1 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.