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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
FMW
651
Farr Miller & Washington
District of Columbia
$8.54M +$143K +2,407 +2%
WTC
652
WhitTier Trust Company
Nevada
$8.52M +$57.3K +965 +0.7%
SSWM
653
Smith Salley Wealth Management
North Carolina
$8.52M +$5.05M +85,012 +142%
JWCA
654
J.W. Cole Advisors
Florida
$8.51M -$12.6M -212,895 -60%
CI
655
Cigna Investments
Connecticut
$8.5M +$645K +10,856 +8%
EP
656
Edgestream Partners
New Jersey
$8.48M +$7.94M +133,768 +1,261%
NC
657
Nicholas Company
Wisconsin
$8.47M -$47.5K -800 -0.6%
MFA
658
Mayflower Financial Advisors
Massachusetts
$8.46M +$8.56M +144,084 New
IC
659
IEQ Capital
California
$8.46M -$282K -4,753 -3%
WS
660
Wedbush Securities
California
$8.45M +$245K +4,133 +3%
CCM
661
Callodine Capital Management
Massachusetts
$8.37M -$4.31M -72,500 -34%
AL
662
Arnhold LLC
New York
$8.28M -$152K -2,556 -2%
DA
663
Denali Advisors
California
$8.27M -$196K -3,300 -2%
AAIM
664
American Assets Investment Management
California
$8.22M
VWM
665
Venturi Wealth Management
Texas
$8.19M -$819K -13,793 -9%
PAM
666
Palisade Asset Management
Minnesota
$8.14M +$35.6K +600 +0.4%
SIM
667
Sonora Investment Management
Arizona
$8.13M +$714K +12,023 +10%
ONB
668
Old National Bancorp
Indiana
$8.12M +$133K +2,241 +2%
PAI
669
Pittenger & Anderson Inc
Nebraska
$8.1M +$210K +3,533 +3%
SDJVC
670
St. Denis J. Villere & Co
Louisiana
$8.06M -$2.7M -45,535 -25%
KFP
671
Keystone Financial Planning
Ohio
$8.06M +$284K +4,787 +4%
DCM
672
Dupont Capital Management
Delaware
$8.04M -$3.58M -60,203 -31%
SCA
673
Stonebridge Capital Advisors
Minnesota
$8.03M +$562K +9,461 +7%
NRS
674
Neville Rodie & Shaw
New York
$8.02M -$354K -5,952 -4%
CCP
675
Corient Capital Partners
California
$8.01M +$258K +4,338 +3%

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.