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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
FNFDCM
976
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.19M +$66K +1,111 +2%
AAS
977
Annex Advisory Services
Wisconsin
$4.18M +$153K +2,574 +4%
BBHC
978
Brown Brothers Harriman & Co
New York
$4.17M +$730K +12,283 +21%
CAM
979
Cubic Asset Management
Massachusetts
$4.17M +$33.3K +560 +0.8%
GW
980
GW & Wade
Massachusetts
$4.16M +$1.1M +18,596 +36%
GCM
981
Gabalex Capital Management
New York
$4.14M -$7.69M -129,459 -65%
NPT
982
Nixon Peabody Trust
Massachusetts
$4.14M -$128K -2,158 -3%
SIM
983
Stratos Investment Management
Ohio
$4.14M +$900K +15,155 +27%
ET
984
Equitable Trust
Tennessee
$4.14M +$41.8K +703 +1%
BFEC
985
Benjamin F. Edwards & Company
Missouri
$4.13M -$1.38M -23,296 -25%
PAM
986
Paradigm Asset Management
New York
$4.12M +$2.06M +34,700 +98%
DBT
987
Dubuque Bank & Trust
Iowa
$4.12M +$224K +3,775 +6%
JCM
988
Jacobi Capital Management
Pennsylvania
$4.11M -$122K -2,061 -3%
RMC
989
Resources Management Corp
Connecticut
$4.11M -$172K -2,888 -4%
HCM
990
Hall Capital Management
Rhode Island
$4.11M +$84.1K +1,416 +2%
AMIM
991
Aull & Monroe Investment Management
Alabama
$4.09M -$39.1K -659 -0.9%
PMG
992
ProVise Management Group
Florida
$4.09M +$139K +2,341 +3%
MBTD
993
Mechanics Bank - Trust Department
California
$4.09M +$6.3K +106 +0.2%
RAM
994
Riggs Asset Management
Pennsylvania
$4.08M +$4.13M +69,520 New
HCM
995
Hillman Capital Management
Maryland
$4.08M +$763K +12,851 +23%
GVAG
996
Great Valley Advisor Group
Delaware
$4.06M +$201K +3,378 +5%
OAM
997
Optimal Asset Management
California
$4.04M -$4.09M -68,837 -50%
LFAS
998
Level Four Advisory Services
Texas
$4M +$412K +6,934 +11%
CSPIA
999
Cary Street Partners Investment Advisory
Virginia
$4M +$859K +14,467 +27%
PWAP
1000
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.99M +$154K +2,592 +4%

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.