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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
APSI
851
Asset Planning Services Inc
Louisiana
$5.38M -$66.5K -1,120 -1%
LCS
852
Levin Capital Strategies
New York
$5.36M -$442K -7,435 -8%
DY
853
Dowling & Yahnke
California
$5.35M +$181K +3,051 +3%
CK
854
Cohen Klingenstein
New York
$5.34M
VCM
855
Vision Capital Management
Oregon
$5.33M -$186K -3,127 -3%
IC
856
Intersect Capital
California
$5.33M +$273K +4,589 +5%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$5.32M -$61.8K -1,040 -1%
BIC
858
Beach Investment Counsel
Pennsylvania
$5.32M -$223K -3,750 -4%
OSNBOA
859
Old Second National Bank of Aurora
Illinois
$5.3M -$127K -2,141 -2%
SIAP
860
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.3M +$173K +2,917 +3%
VanEck Associates
861
VanEck Associates
New York
$5.29M +$415K +6,990 +8%
SA
862
Strategic Advisors
New York
$5.26M -$433K -7,286 -7%
CAM
863
Columbia Asset Management
Michigan
$5.22M +$182K +3,058 +4%
EWM
864
Executive Wealth Management
Michigan
$5.21M +$594K +10,003 +13%
FFA
865
Fragasso Financial Advisors
Pennsylvania
$5.21M +$367K +6,172 +7%
PCA
866
Providence Capital Advisors
North Carolina
$5.2M -$195K -3,283 -4%
RAM
867
RWC Asset Management
United Kingdom
$5.18M +$5.23M +88,131 New
BFIM
868
Beese Fulmer Investment Management
Ohio
$5.17M -$132K -2,225 -2%
SS
869
Sunbelt Securities
Texas
$5.15M +$1.71M +28,772 +49%
MPAM
870
Murphy Pohlad Asset Management
Minnesota
$5.14M -$15.9K -268 -0.3%
ACM
871
Argyle Capital Management
Pennsylvania
$5.13M
SIG
872
Sky Investment Group
Connecticut
$5.13M +$568K +9,563 +12%
BPM
873
Bowling Portfolio Management
Ohio
$5.12M -$316K -5,316 -6%
RMAM
874
Raab & Moskowitz Asset Management
New Jersey
$5.12M +$262K +4,412 +5%
MAFM
875
Mid Atlantic Financial Management
Pennsylvania
$5.1M +$317K +5,332 +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.