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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
CBT
476
Capital Bank & Trust
California
$15.1M -$213K -3,582 -1%
LSERS
477
Louisiana State Employees Retirement System
Louisiana
$15.1M +$2.77M +46,700 +22%
HC
478
Henshaw Capital
Massachusetts
$15.1M -$35.6K -600 -0.2%
SWP
479
Stratos Wealth Partners
Ohio
$15M -$373K -6,272 -2%
WIC
480
Woodmont Investment Counsel
Tennessee
$15M +$585K +9,850 +4%
BMSSC
481
B. Metzler seel. Sohn & Co
Germany
$15M +$15.3M +257,006 New
NSAM
482
North Star Asset Management
Wisconsin
$14.9M +$230K +3,872 +2%
BPB
483
Badgley, Phelps & Bell
Washington
$14.9M -$3.38M -56,830 -18%
HCMT
484
Highland Capital Management (Tennessee)
Tennessee
$14.8M -$523K -8,805 -3%
RFA
485
Reilly Financial Advisors
California
$14.8M +$279K +4,702 +2%
CFG
486
Citizens Financial Group
Rhode Island
$14.8M -$419K -7,056 -3%
FNBT
487
FineMark National Bank & Trust
Florida
$14.7M -$509K -8,570 -3%
CAMG
488
CWA Asset Management Group
Florida
$14.7M +$1.25M +21,080 +9%
VHAM
489
Van Hulzen Asset Management
California
$14.7M -$1.14M -19,195 -7%
GAM
490
Gotham Asset Management
New York
$14.6M -$1.44M -24,190 -9%
AI
491
Atria Investments
North Carolina
$14.6M +$1.56M +26,201 +12%
NA
492
NewEdge Advisors
Louisiana
$14.5M -$965K -16,256 -6%
MIA
493
MainStreet Investment Advisors
Illinois
$14.5M -$1.07M -18,094 -7%
GI
494
Gradient Investments
Minnesota
$14.5M -$159K -2,676 -1%
SFS
495
Sowell Financial Services
Arkansas
$14.5M +$359K +6,042 +3%
ECM
496
Estabrook Capital Management
New York
$14.4M -$175K -2,952 -1%
SCM
497
Shelton Capital Management
Colorado
$14.2M +$248K +4,171 +2%
LS
498
Livforsakringsbolaget Skandia
Sweden
$14.1M +$986K +16,600 +7%
HTC
499
Haverford Trust Company
Pennsylvania
$14.1M -$870K -14,648 -6%
Pzena Investment Management
500
Pzena Investment Management
New York
$14M -$49.4K -832 -0.3%

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.