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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
CIC
701
Cutler Investment Counsel
Oregon
$7.38M -$25.4K -428 -0.3%
BIAS
702
Beacon Investment Advisory Services
New Jersey
$7.37M +$57.3K +964 +0.8%
Impax Asset Management Group
703
Impax Asset Management Group
United Kingdom
$7.36M +$665K +11,192 +10%
MDCM
704
Morgan Dempsey Capital Management
Wisconsin
$7.35M -$1.51M -25,444 -17%
AMG
705
Advisors Management Group
Wisconsin
$7.35M -$122K -2,057 -2%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$7.35M -$166K -2,787 -2%
6M
707
6 Meridian
Kansas
$7.33M -$365K -6,144 -5%
TF
708
Tompkins Financial
New York
$7.32M +$665K +11,204 +10%
KWILP
709
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.32M +$892K +15,019 +14%
AIP
710
Ameritas Investment Partners
Nebraska
$7.32M -$168K -2,828 -2%
Twin Tree Management
711
Twin Tree Management
Texas
$7.29M +$7.37M +124,137 New
GG
712
Greenwood Gearhart
Arkansas
$7.29M -$480K -8,086 -6%
PAS
713
Park Avenue Securities
New York
$7.29M +$680K +11,441 +10%
GP
714
Greenline Partners
New York
$7.25M +$7.15M +120,400 +3,987%
RP
715
Rice Partnership
Hawaii
$7.25M -$1.74M -29,378 -19%
EVM
716
Evelyn V. Moreno
$7.25M -$304K -5,120 -4%
IHL
717
Investment House LLC
California
$7.2M +$64.3K +1,083 +0.9%
AF
718
Advisornet Financial
Minnesota
$7.18M +$894K +15,051 +14%
BCM
719
BTC Capital Management
Iowa
$7.16M -$572K -9,631 -7%
MMA
720
Miracle Mile Advisors
California
$7.16M +$51.4K +866 +0.7%
MJRIC
721
Mogy Joel R Investment Counsel
California
$7.16M -$128K -2,150 -2%
V
722
Veritable
Delaware
$7.12M -$838K -14,114 -10%
NCM
723
Nelson Capital Management
California
$7.08M -$3.1M -52,216 -30%
SI
724
Scharf Investments
California
$7.08M -$93.3M -1,571,256 -93%
Jones Financial Companies
725
Jones Financial Companies
Missouri
$7.07M -$442K -7,439 -6%

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.