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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
TNB
751
TCF National Bank
South Dakota
$6.5M -$114K -1,926 -2%
RIA
752
RPG Investment Advisory
California
$6.46M +$193K +3,252 +3%
MWNA
753
Marshall Wace North America
New York
$6.45M -$6.33M -106,591 -49%
DGHMC
754
Dalton, Greiner, Hartman, Maher & Co
New York
$6.43M +$540K +9,095 +9%
AP
755
Appleton Partners
Massachusetts
$6.43M +$41.8K +703 +0.6%
KFP
756
KMG Fiduciary Partners
Ohio
$6.4M +$692K +11,653 +12%
PJSIMP
757
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.39M +$95.3K +1,604 +1%
GP
758
Girard Partners
Pennsylvania
$6.39M -$328K -5,528 -5%
FCBT
759
First Citizens Bank & Trust
North Carolina
$6.38M -$475K -7,991 -7%
RWP
760
RWA Wealth Partners
Massachusetts
$6.37M -$196K -3,292 -3%
MPI
761
Mairs & Power Inc
Minnesota
$6.37M -$72K -1,212 -1%
CT
762
Caldwell Trust
Florida
$6.37M -$71.6K -1,205 -1%
CAG
763
Crestwood Advisors Group
Massachusetts
$6.37M -$941K -15,851 -13%
AWA
764
ARS Wealth Advisors
Florida
$6.37M +$1.99M +33,515 +45%
CCFCSB
765
Cape Cod Five Cents Savings Bank
Massachusetts
$6.37M +$28.8K +485 +0.4%
BFG
766
Beacon Financial Group
Texas
$6.36M -$188K -3,157 -3%
GHAM
767
Gilman Hill Asset Management
Connecticut
$6.36M +$259K +4,369 +4%
CCG
768
Cypress Capital Group
Florida
$6.35M -$165K -2,781 -3%
BAM
769
Belpointe Asset Management
Nevada
$6.34M +$82K +1,381 +1%
MCM
770
Mengis Capital Management
Oregon
$6.32M +$1.51M +25,433 +31%
PDN
771
Pensionfund DSM Netherlands
Netherlands
$6.31M
MC
772
Miramar Capital
Illinois
$6.3M +$1.09M +18,359 +19%
GLA
773
Great Lakes Advisors
Illinois
$6.29M +$1.11M +18,665 +21%
M
774
MOTCO
Texas
$6.29M -$18.6K -313 -0.3%
QC
775
Quadrature Capital
United Kingdom
$6.27M +$6.34M +106,725 New

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.