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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
NCM
526
Novare Capital Management
North Carolina
$12.7M +$500K +8,423 +4%
ACM
527
AlphaCrest Capital Management
New York
$12.6M +$11.1M +186,767 +663%
FM
528
Foster & Motley
Ohio
$12.5M +$432K +7,273 +4%
RC
529
RegentAtlantic Capital
New Jersey
$12.5M -$10.2M -172,525 -45%
SC
530
Saybrook Capital
North Carolina
$12.4M +$46K +775 +0.4%
CA
531
Cetera Advisors
Colorado
$12.3M +$427K +7,193 +4%
PP
532
Patten & Patten
Tennessee
$12.2M +$132K +2,229 +1%
ASN
533
Advisory Services Network
Georgia
$12.2M -$319K -5,373 -3%
BAPIM
534
British Airways Pensions Investment Management
United Kingdom
$12.1M -$790K -13,300 -6%
PI
535
PFS Investments
Georgia
$12M +$1.25M +20,976 +11%
AHB
536
Abner Herrman & Brock
New Jersey
$12M +$530K +8,920 +5%
CA
537
Cullinan Associates
Kentucky
$12M +$80.2K +1,350 +0.7%
PWP
538
Private Wealth Partners
California
$11.8M +$176K +2,971 +2%
GIM
539
Goelzer Investment Management
Indiana
$11.7M -$972K -16,366 -8%
GC
540
Gratus Capital
Georgia
$11.7M +$626K +10,541 +6%
KCM
541
Kanawha Capital Management
Virginia
$11.6M +$468K +7,881 +4%
IWA
542
IBEX Wealth Advisors
New Jersey
$11.6M +$108K +1,821 +0.9%
CA
543
CapWealth Advisors
Tennessee
$11.6M -$92.4K -1,556 -0.8%
TCM
544
Telos Capital Management
California
$11.5M +$485K +8,164 +4%
SCA
545
Stillwater Capital Advisors
Pennsylvania
$11.5M +$11.4M +191,695 +5,097%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$11.5M -$387K -6,522 -3%
MIM
547
Marco Investment Management
Georgia
$11.4M +$374K +6,299 +3%
SFI
548
Siemens Fonds Invest
Germany
$11.4M +$11.7M +196,465 New
FHC
549
First Horizon Corporation
Tennessee
$11.4M -$1.71M -28,774 -13%
Lido Advisors
550
Lido Advisors
California
$11.3M +$2.56M +43,127 +29%

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.