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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
ANI
501
American National Insurance
Texas
$14M
BCI
502
Brinker Capital Investments
Pennsylvania
$13.9M +$485K +8,165 +4%
LCM
503
LVM Capital Management
Michigan
$13.8M +$173K +2,914 +1%
AB
504
Amalgamated Bank
New York
$13.8M -$33.1K -558 -0.2%
ZAM
505
Zevin Asset Management
Massachusetts
$13.7M +$242K +4,076 +2%
MCM
506
Maryland Capital Management
Maryland
$13.7M +$660K +11,116 +5%
EIA
507
Edgemoor Investment Advisors
Maryland
$13.6M +$44.4K +747 +0.3%
MC
508
Middleton & Co
Massachusetts
$13.4M +$169K +2,852 +1%
CTA
509
Chesley Taft & Associates
Illinois
$13.4M +$2.61M +43,929 +24%
TBA
510
Tower Bridge Advisors
Pennsylvania
$13.4M +$1.49M +25,012 +12%
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M -$13.5K -227 -0.1%
SPC
512
Sigma Planning Corp
Michigan
$13.2M +$271K +4,555 +2%
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$13.2M -$463K -7,789 -3%
BAM
514
Bruderman Asset Management
New York
$13.2M +$675K +11,362 +5%
TPCW
515
TD Private Client Wealth
New York
$13.1M -$630K -10,600 -5%
JCM
516
Janney Capital Management
Pennsylvania
$13.1M -$628K -10,581 -5%
NCM
517
Narwhal Capital Management
Georgia
$13.1M +$1.82M +30,648 +16%
ISL
518
Ingalls & Snyder LLC
New York
$13.1M -$109K -1,828 -0.8%
IIM
519
Intact Investment Management
Quebec, Canada
$12.9M +$1.19M +20,100 +10%
TCM
520
Twin Capital Management
Pennsylvania
$12.9M -$2.85K -48 -0%
ATC
521
Argent Trust Co
Tennessee
$12.8M +$2.4M +40,431 +23%
SCA
522
Snowden Capital Advisors
New York
$12.8M +$462K +7,771 +4%
ACM
523
Azimuth Capital Management
Michigan
$12.8M +$401K +6,751 +3%
JMFC
524
J.M. Forbes & Co
Massachusetts
$12.7M +$167K +2,815 +1%
SSWM
525
Sheets Smith Wealth Management
North Carolina
$12.7M -$207K -3,486 -2%

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.