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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
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
$20.1M +$14.8M +248,525 +267%
IG
402
ING Group
Netherlands
$20M +$10.7M +179,370 +111%
AL
403
AJO LP
Pennsylvania
$19.9M -$180M -3,032,859 -90%
VWM
404
Valley Wealth Managers
New Jersey
$19.8M -$43.1K -725 -0.2%
WT
405
Washington Trust
Rhode Island
$19.8M -$65.6K -1,105 -0.3%
TA
406
Tiedemann Advisors
New York
$19.7M -$272K -4,581 -1%
DJSG
407
D.J. St. Germain
Massachusetts
$19.7M +$298K +5,018 +2%
TBC
408
Tweedy, Browne Co
Connecticut
$19.5M -$440K -7,410 -2%
Luther King Capital Management (LKCM)
409
Luther King Capital Management (LKCM)
Texas
$19.5M +$1.23M +20,742 +7%
FWIA
410
Fort Washington Investment Advisors
Ohio
$19.5M +$117K +1,976 +0.6%
EB
411
Eastern Bank
Massachusetts
$19.4M -$576K -9,690 -3%
AA
412
Ancora Advisors
Ohio
$19.4M +$353K +5,947 +2%
SIM
413
Sentry Investment Management
Wisconsin
$19.4M +$53.5K +901 +0.3%
1SAMC
414
12th Street Asset Management Company
Tennessee
$19.3M -$5.76K -97 -0%
X
415
Xponance
Pennsylvania
$19.2M +$321K +5,401 +2%
AAS
416
Avantax Advisory Services
Texas
$19.1M -$13.6M -229,268 -41%
SC
417
SouthState Corp
Florida
$19.1M -$1.11M -18,748 -5%
OPERF
418
Oregon Public Employees Retirement Fund
Oregon
$19.1M -$398K -6,694 -2%
BMO
419
Beck Mack & Oliver
New York
$19M -$330K -5,548 -2%
DWM
420
Doyle Wealth Management
Florida
$18.9M +$721K +12,138 +4%
ZCM
421
Ziegler Capital Management
Illinois
$18.9M -$5.13M -86,302 -21%
PP
422
Palladium Partners
Virginia
$18.9M +$735K +12,378 +4%
GHA
423
GW Henssler & Associates
Georgia
$18.8M +$437K +7,355 +2%
EDRH
424
Edmond de Rothschild Holding
Switzerland
$18.6M -$388K -6,530 -2%
FMLI
425
Fukoku Mutual Life Insurance
Japan
$18.4M +$1.43M +24,000 +8%

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.