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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
VAS
576
Valicenti Advisory Services
New York
$10.6M +$140K +2,354 +1%
VFA
577
Voya Financial Advisors
Connecticut
$10.6M +$8.43K +142 +0.1%
MYAM
578
Meiji Yasuda Asset Management
Japan
$10.6M +$137K +2,314 +1%
BBA
579
BLB&B Advisors
Pennsylvania
$10.6M +$360K +6,068 +3%
UR
580
USCA RIA
Texas
$10.6M -$154K -2,590 -1%
CAM
581
Carret Asset Management
New York
$10.5M -$33.9K -571 -0.3%
EWM
582
Edge Wealth Management
New York
$10.4M +$1.77M +29,803 +20%
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M +$485K +8,173 +5%
KPWS
584
Kestra Private Wealth Services
Texas
$10.3M +$271K +4,567 +3%
CAM
585
Cresset Asset Management
Illinois
$10.3M +$485K +8,163 +5%
TRCT
586
Tower Research Capital (TRC)
New York
$10.2M +$5.83M +98,136 +129%
JIR
587
James Investment Research
Ohio
$10.2M -$3.71M -62,450 -26%
B
588
Bailard
California
$10.2M +$62.1K +1,046 +0.6%
CM
589
Churchill Management
California
$10.1M -$1.21M -20,422 -11%
Nomura Holdings
590
Nomura Holdings
Japan
$10.1M -$1.21M -20,432 -11%
FLPIM
591
F.L. Putnam Investment Management
Massachusetts
$10.1M +$969K +16,319 +10%
MAA
592
Matrix Asset Advisors
New York
$10.1M +$407K +6,846 +4%
IAA
593
Independent Advisor Alliance
North Carolina
$9.96M +$381K +6,411 +4%
SSB
594
Sandy Spring Bank
Maryland
$9.9M +$149K +2,513 +2%
1IA
595
1834 Investment Advisors
Wisconsin
$9.88M +$140K +2,362 +1%
GGHC
596
Gilder Gagnon Howe & Co
New York
$9.87M -$3.58M -60,263 -26%
FBB
597
Fulton Breakefield Broenniman
Maryland
$9.73M -$1.45M -24,357 -13%
BFA
598
Bragg Financial Advisors
North Carolina
$9.72M +$406K +6,840 +4%
VCM
599
Violich Capital Management
California
$9.72M +$68.3K +1,150 +0.7%
LCM
600
Logan Capital Management
Pennsylvania
$9.69M +$3.4M +57,241 +53%

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.