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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
APP
901
Avantax Planning Partners
Iowa
$4.85M -$537K -9,038 -10%
FHB
902
First Hawaiian Bank
Hawaii
$4.82M -$371K -6,248 -7%
LWAC
903
Laurel Wealth Advisors (California)
California
$4.82M +$37.7K +634 +0.8%
CF
904
Clarity Financial
Texas
$4.8M +$4.85M +81,689 New
PS
905
Pensionfund Sabic
Netherlands
$4.79M
ETI
906
Enterprise Trust & Investment
California
$4.79M +$891K +15,000 +22%
BWM
907
BerganKDV Wealth Management
Minnesota
$4.78M -$31.2K -526 -0.6%
PCIA
908
Prime Capital Investment Advisors
Kansas
$4.75M +$333K +5,600 +7%
VVP
909
Venture Visionary Partners
Ohio
$4.73M +$3.87M +65,205 +427%
CBB
910
Citizens Business Bank
California
$4.72M +$258K +4,349 +6%
RF
911
Robbins Farley
New Hampshire
$4.71M +$4.77M +80,247 New
LC
912
Lavaca Capital
Texas
$4.68M -$200K -3,363 -4%
DIA
913
Dean Investment Associates
Ohio
$4.68M -$242K -4,080 -5%
ATPW
914
Ashton Thomas Private Wealth
Arizona
$4.67M +$117K +1,977 +3%
APA
915
Allegiant Private Advisors
Florida
$4.67M +$4.72M +79,509 New
FA
916
FMA Advisory
Pennsylvania
$4.67M +$17K +286 +0.4%
BST
917
Bath Savings Trust
Maine
$4.65M +$471K +7,929 +11%
SLI
918
Sumitomo Life Insurance
Japan
$4.64M -$807K -13,591 -15%
NSIM
919
North Star Investment Management
Illinois
$4.63M -$61.8K -1,041 -1%
MKC
920
M. Kraus & Co
Vermont
$4.63M +$165K +2,778 +4%
JWM
921
JGP Wealth Management
Oregon
$4.63M +$258K +4,342 +5%
MBT
922
Montecito Bank & Trust
California
$4.63M +$280K +4,718 +6%
CCM
923
Compton Capital Management
Rhode Island
$4.62M +$20.8K +350 +0.4%
RCM
924
Radnor Capital Management
Pennsylvania
$4.62M +$47.5K +800 +1%
PFS
925
Prospera Financial Services
Texas
$4.61M +$4.64M +78,197 +34,448%

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.