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
MIS
351
Morningstar Investment Services
Illinois
$24.2M -$1.51M -25,348 -6%
WorldQuant Millennium Advisors
352
WorldQuant Millennium Advisors
New York
$24M -$622K -10,474 -2%
CIC
353
Crawford Investment Counsel
Georgia
$23.9M -$599K -10,090 -2%
WPC
354
Waters Parkerson & Co
Louisiana
$23.8M +$485K +8,170 +2%
CI
355
Cincinnati Insurance
Ohio
$23.8M
WSFS
356
Wilmington Savings Fund Society
Delaware
$23.8M -$469K -7,894 -2%
SAM
357
Securian Asset Management
Minnesota
$23.6M -$697K -11,729 -3%
CIM
358
Corda Investment Management
Texas
$23.5M +$84K +1,414 +0.4%
MCM
359
MAI Capital Management
Ohio
$23.5M +$644K +10,851 +3%
II
360
IFM Investors
Australia
$23.4M +$3.37M +56,682 +17%
EHC
361
Everett Harris & Co
California
$23.4M +$11M +185,940 +87%
FT
362
Fiduciary Trust
Massachusetts
$23.4M +$2.52M +42,484 +12%
O
363
Ossiam
France
$23.3M +$4.86M +81,755 +26%
NAM
364
Nissay Asset Management
Japan
$23.3M +$11.6K +196 +0%
GG
365
Gofen & Glossberg
Illinois
$23.2M -$156K -2,629 -0.7%
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$23.1M -$306K -5,158 -1%
GT
367
Glenview Trust
Kentucky
$23.1M +$275K +4,626 +1%
CIP
368
Chartwell Investment Partners
Pennsylvania
$22.7M +$2.56M +43,179 +13%
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$22.6M -$2.09M -35,155 -8%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$22.4M +$20.4M +344,084 +903%
Brown Advisory
371
Brown Advisory
Maryland
$22.4M +$2M +33,615 +10%
BAM
372
Barrett Asset Management
New York
$22.4M +$716K +12,063 +3%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$22.2M +$328K +5,521 +1%
CAN
374
Cetera Advisor Networks
California
$22.1M -$149K -2,506 -0.7%
SIA
375
Sit Investment Associates
Minnesota
$22.1M -$4.56M -76,730 -17%

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.