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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
WLPWM
951
Walled Lake Planning & Wealth Management
Illinois
$4.36M -$23.6K -397 -0.5%
BFG
952
Berger Financial Group
Minnesota
$4.36M +$4.4M +74,134 New
IWM
953
IHT Wealth Management
Illinois
$4.35M +$432K +7,281 +11%
SC
954
Sawyer & Company
Massachusetts
$4.35M -$34.5K -581 -0.8%
IAN
955
Integrated Advisors Network
Texas
$4.34M +$134K +2,259 +3%
CT
956
Coastline Trust
Rhode Island
$4.33M +$41.2K +694 +1%
CIP
957
Convergence Investment Partners
Florida
$4.33M -$848K -14,284 -16%
BRM
958
Boston Research & Management
Massachusetts
$4.32M +$182K +3,056 +4%
VWA
959
Visionary Wealth Advisors
Illinois
$4.31M +$243K +4,086 +6%
AT
960
Arden Trust
Delaware
$4.3M -$454K -7,643 -9%
PAA
961
Peregrine Asset Advisers
Oregon
$4.29M -$53.5K -900 -1%
LSA
962
Leonteq Securities AG
Switzerland
$4.28M +$4.33M +72,936 New
AM
963
Atwater Malick
Pennsylvania
$4.28M +$80.5K +1,356 +2%
FFWA
964
FRG Family Wealth Advisors
Washington
$4.27M -$21.7K -365 -0.5%
DBG
965
De Burlo Group
Massachusetts
$4.26M +$254K +4,281 +6%
WWM
966
Western Wealth Management
Colorado
$4.25M -$227K -3,817 -5%
FAIM
967
Financial Advocates Investment Management
Washington
$4.25M +$737K +12,411 +21%
PWSG
968
Pacific Wealth Strategies Group
California
$4.24M +$26.1K +440 +0.6%
BEAM
969
Baker Ellis Asset Management
Washington
$4.24M +$30.5K +513 +0.7%
GSBTD
970
Glenview State Bank Trust Department
Illinois
$4.24M -$66.8K -1,124 -2%
WBC
971
West Branch Capital
Massachusetts
$4.24M -$78.3K -1,318 -2%
NEAM
972
New England Asset Management
Connecticut
$4.22M +$113K +1,900 +3%
WDA
973
Wendell David Associates
New Hampshire
$4.22M +$133K +2,240 +3%
FANJ
974
Financial Architects (New Jersey)
New Jersey
$4.22M +$106K +1,783 +3%
OPPTF
975
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.2M -$487K -8,196 -10%

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.