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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
FPCM
601
Financial Partners Capital Management
New York
$9.67M +$628K +10,576 +7%
AAM
602
Autus Asset Management
Arizona
$9.63M -$660K -11,116 -6%
BL
603
BFSG LLC
California
$9.61M +$58.5K +985 +0.6%
AHC
604
Adell Harriman & Carpenter
Texas
$9.55M +$343K +5,775 +4%
CTA
605
Colonial Trust Advisors
South Carolina
$9.52M +$174K +2,937 +2%
FVCM
606
F&V Capital Management
Florida
$9.48M +$168K +2,828 +2%
FG
607
Fiduciary Group
Georgia
$9.46M +$163K +2,741 +2%
PWW
608
Pettyjohn Wood & White
Virginia
$9.46M +$33.1K +558 +0.3%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$9.43M -$277K -4,671 -3%
AAIM
610
Asset Advisors Investment Management
Georgia
$9.43M +$856K +14,420 +10%
H
611
HoyleCohen
California
$9.42M +$391K +6,588 +4%
BAM
612
Bell Asset Management
Australia
$9.42M +$456K +7,680 +5%
LIA
613
LS Investment Advisors
Michigan
$9.39M -$283K -4,769 -3%
FEG
614
Financial Enhancement Group
Indiana
$9.36M -$563K -9,476 -6%
HW
615
Hancock Whitney
Mississippi
$9.36M -$303K -5,102 -3%
RIL
616
Rothschild Investment LLC
Illinois
$9.35M +$454K +7,639 +5%
JC
617
Jacobs & Co
California
$9.27M +$427K +7,193 +5%
WRBC
618
W.R. Berkley Corp
Connecticut
$9.26M
BS
619
Banco Santander
Spain
$9.22M -$5.05M -85,027 -35%
GLLW
620
Graves Light Lenhart Wealth
Virginia
$9.18M -$409K -6,881 -4%
ANBT
621
American National Bank & Trust
Texas
$9.17M -$247K -4,164 -3%
MCM
622
Maple Capital Management
Vermont
$9.16M -$23.3K -393 -0.3%
PHS
623
Pekin Hardy Strauss
Illinois
$9.15M -$361K -6,078 -4%
FSA
624
Franklin Street Advisors
North Carolina
$9.13M +$89.9K +1,514 +1%
T
625
TOBAM
France
$9.09M -$5.28M -88,834 -36%

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.