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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
AFG
801
Albion Financial Group
Utah
$5.94M +$191K +3,217 +3%
MCC
802
Money Concepts Capital
Florida
$5.94M +$6.01M +101,163 New
NB
803
NBT Bank
New York
$5.94M -$263K -4,426 -4%
Kovitz Investment Group Partners
804
Kovitz Investment Group Partners
Illinois
$5.93M -$70.4K -1,186 -1%
Fayez Sarofim & Co
805
Fayez Sarofim & Co
Texas
$5.9M +$608K +10,245 +11%
WIC
806
WealthBridge Investment Counsel
Alberta, Canada
$5.87M +$309K +5,200 +5%
SFWA
807
Summit Financial Wealth Advisors
Louisiana
$5.82M -$321K -5,398 -5%
BRCM
808
Bright Rock Capital Management
Massachusetts
$5.82M
GC
809
Grimes & Company
Massachusetts
$5.81M +$347K +5,849 +6%
WKWM
810
Walter & Keenan Wealth Management
Indiana
$5.79M -$221K -3,715 -4%
BIA
811
Biondo Investment Advisors
Pennsylvania
$5.79M +$135K +2,273 +2%
LWM
812
Lyell Wealth Management
California
$5.78M +$508K +8,553 +10%
FMC
813
First Merchants Corp
Indiana
$5.78M -$451K -7,591 -7%
FTC
814
Farmers Trust Company
Ohio
$5.75M +$35K +589 +0.6%
MA
815
Mutual Advisors
Nebraska
$5.73M -$747K -12,580 -11%
DAM
816
Delta Asset Management
Tennessee
$5.72M +$74.1K +1,247 +1%
SW
817
SkyOak Wealth
Michigan
$5.71M -$11.3K -191 -0.2%
CCM
818
Cullen Capital Management
New York
$5.71M -$563K -9,475 -9%
HR
819
Howe & Rusling
New York
$5.7M -$108K -1,819 -2%
ECM
820
Everence Capital Management
Indiana
$5.69M -$433K -7,290 -7%
OPTFSNA
821
Old Point Trust & Financial Services N A
Virginia
$5.68M -$222K -3,743 -4%
XWM
822
Xcel Wealth Management
Florida
$5.66M -$144K -2,428 -2%
JWBC
823
J.W. Burns & Co
New York
$5.66M +$132K +2,228 +2%
DAS
824
Dynamic Advisor Solutions
Arizona
$5.65M +$356K +6,002 +7%
GFG
825
Greystone Financial Group
Michigan
$5.65M +$6.09M +102,609 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.