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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
HEIP
876
Hudson Edge Investment Partners
New Jersey
$5.1M +$388K +6,532 +8%
NI
877
Nepsis Inc
Minnesota
$5.08M +$795K +13,393 +18%
HB
878
Homrich & Berg
Georgia
$5.08M +$441K +7,419 +9%
SMG
879
Spectrum Management Group
Indiana
$5.07M +$205K +3,455 +4%
KA
880
Kintegral Advisory
New York
$5.06M
TNB
881
Thomasville National Bank
Georgia
$5.05M +$20K +336 +0.4%
WEC
882
Winslow Evans & Crocker
Massachusetts
$5.02M +$2.3M +38,768 +64%
WFMPM
883
Woodley Farra Manion Portfolio Management
Indiana
$5.01M +$763K +12,854 +18%
GT
884
Greenleaf Trust
Michigan
$5M +$236K +3,966 +5%
RFM
885
Royal Fund Management
Florida
$4.99M -$42.5K -716 -0.8%
AF
886
Alerus Financial
North Dakota
$4.99M -$63.6K -1,070 -1%
WA
887
WealthTrust Axiom
Pennsylvania
$4.99M -$1.25K -21 -0%
CSS
888
Cubist Systematic Strategies
Connecticut
$4.98M -$5.24M -88,148 -51%
IA
889
IFP Advisors
Florida
$4.98M +$88.4K +1,488 +2%
CB
890
Cadence Bank
Mississippi
$4.97M -$354K -5,965 -7%
SCP
891
Stamos Capital Partners
California
$4.95M +$5M +84,200 New
LCP
892
Legacy Capital Partners
Wisconsin
$4.93M +$68.3K +1,150 +1%
PTC
893
Private Trust Company
Ohio
$4.92M +$564K +9,498 +13%
HSA
894
HBK Sorce Advisory
Pennsylvania
$4.92M -$312K -5,247 -6%
Bank Julius Baer & Co
895
Bank Julius Baer & Co
Switzerland
$4.91M +$724K +12,184 +17%
VIA
896
Vident Investment Advisory
Georgia
$4.91M +$129K +2,171 +3%
SFA
897
Sequoia Financial Advisors
Ohio
$4.9M +$563K +9,476 +13%
HDIM
898
Hanson & Doremus Investment Management
Vermont
$4.89M +$325K +5,478 +7%
CP
899
Corbenic Partners
Pennsylvania
$4.86M +$54.6K +920 +1%
VFA
900
Valeo Financial Advisors
Indiana
$4.85M +$1.97M +33,207 +47%

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.