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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
CWM
626
Cabot Wealth Management
Massachusetts
$9.06M +$571K +9,606 +7%
IRF
627
IBM Retirement Fund
New York
$9.04M +$795K +13,379 +10%
HAI
628
Hennessy Advisors Inc
California
$9.03M -$606K -10,200 -6%
B
629
Brightworth
Georgia
$8.97M +$393K +6,623 +5%
B
630
BP
United Kingdom
$8.95M -$9.33M -157,070 -51%
DWM
631
Dakota Wealth Management
Florida
$8.92M +$962K +16,193 +12%
GIA
632
GHP Investment Advisors
Colorado
$8.92M +$1.02M +17,221 +13%
CC
633
Cipher Capital
New York
$8.92M +$9.02M +151,803 New
RB
634
Rodgers Brothers
Pennsylvania
$8.89M -$65.3K -1,100 -0.7%
WAM
635
World Asset Management
Michigan
$8.86M -$815K -13,723 -8%
DHFB
636
Dixon Hubard Feinour & Brown
Virginia
$8.85M
KIC
637
Keating Investment Counselors
Florida
$8.84M -$45.1K -760 -0.5%
FM
638
Freemont Management
Switzerland
$8.8M +$8.9M +149,800 New
BFS
639
Bradley Foster & Sargent
Connecticut
$8.77M +$305K +5,139 +4%
BRWA
640
B. Riley Wealth Advisors
Florida
$8.75M -$2.96M -49,810 -25%
BFO
641
Boston Family Office
Massachusetts
$8.7M -$298K -5,024 -3%
ECM
642
ExodusPoint Capital Management
New York
$8.7M +$8.49M +142,925 +2,788%
VIP
643
Vantage Investment Partners
Missouri
$8.69M -$2.23M -37,537 -20%
QP
644
Quilter Plc
United Kingdom
$8.68M -$294K -4,949 -3%
FA
645
FDx Advisors
Illinois
$8.65M +$263K +4,428 +3%
JIC
646
Johnson Investment Counsel
Ohio
$8.63M +$147K +2,471 +2%
LW
647
Linscomb Wealth
Texas
$8.63M +$287K +4,830 +3%
Squarepoint
648
Squarepoint
New York
$8.62M +$8.72M +146,747 New
EWM
649
Evercore Wealth Management
New York
$8.61M +$583K +9,808 +7%
GWM
650
Geneos Wealth Management
Colorado
$8.6M +$868K +14,609 +10%

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.