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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
BMWM
826
Brown Miller Wealth Management
Virginia
$5.63M +$5.7M +95,912 New
SP
827
Symmetry Partners
Connecticut
$5.61M -$313K -5,273 -5%
WPIC
828
White Pine Investment Company
Michigan
$5.61M +$51.1K +860 +0.9%
BO
829
Bank OZK
Arkansas
$5.6M +$52.1K +878 +0.9%
Koshinski Asset Management
830
Koshinski Asset Management
Illinois
$5.6M -$244K -4,107 -4%
AWCI
831
Alpine Woods Capital Investors
New York
$5.6M +$2.16M +36,402 +62%
OCM
832
Oakwood Capital Management
California
$5.59M -$158K -2,657 -3%
ECM
833
Evergreen Capital Management
Washington
$5.59M -$947K -15,943 -14%
AIA
834
Affinity Investment Advisors
California
$5.58M -$419K -7,048 -7%
PWM
835
Perigon Wealth Management
California
$5.57M +$547K +9,216 +11%
1SB
836
1ST Source Bank
Indiana
$5.57M -$626K -10,534 -10%
ODCM
837
Old Dominion Capital Management
Virginia
$5.57M -$92.7K -1,561 -2%
LNC
838
Lincoln National Corp
Pennsylvania
$5.56M +$519K +8,731 +10%
BSW
839
Buckingham Strategic Wealth
Missouri
$5.56M +$892K +15,021 +19%
AWP
840
Ascent Wealth Partners
New York
$5.54M -$66.3K -1,116 -1%
EWA
841
EP Wealth Advisors
California
$5.53M +$160K +2,689 +3%
SWA
842
Stratos Wealth Advisors
Ohio
$5.53M +$441K +7,423 +9%
AIM
843
Anchor Investment Management
South Carolina
$5.45M +$246K +4,138 +5%
LNWWM
844
Laird Norton Wetherby Wealth Management
California
$5.41M +$822K +13,834 +18%
LPT
845
Legacy Private Trust
Wisconsin
$5.41M -$513K -8,640 -9%
IA
846
IndexIQ Advisors
New York
$5.41M +$1.54M +25,969 +39%
KWM
847
Kingsview Wealth Management
Oregon
$5.41M +$1.13M +18,954 +26%
UCMOK
848
United Capital Management of KS
Kansas
$5.4M +$357K +6,010 +7%
TNBTD
849
Trustmark National Bank Trust Department
Mississippi
$5.38M -$524K -8,828 -9%
GIA
850
Guyasuta Investment Advisors
Pennsylvania
$5.38M +$373K +6,273 +7%

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.