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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
CIC
1001
Cornercap Investment Counsel
Georgia
$3.98M +$720K +12,115 +23%
SFG
1002
SevenBridge Financial Group
Pennsylvania
$3.97M +$161K +2,715 +4%
OIA
1003
OneDigital Investment Advisors
Kansas
$3.97M -$341K -5,733 -8%
MCP
1004
Mirador Capital Partners
California
$3.96M +$409K +6,892 +11%
SCM
1005
Salem Capital Management
Massachusetts
$3.96M +$183K +3,075 +5%
DA
1006
Duality Advisers
Florida
$3.96M +$2.3M +38,791 +136%
HW
1007
Hamilton Wealth
California
$3.95M -$91K -1,533 -2%
STB
1008
S&T Bank
Pennsylvania
$3.95M -$353K -5,947 -8%
EP
1009
Eudaimonia Partners
Tennessee
$3.93M -$9.09K -153 -0.2%
SNT
1010
Security National Trust
West Virginia
$3.92M +$138K +2,331 +4%
BCCM
1011
Bridge Creek Capital Management
Massachusetts
$3.91M +$50.1K +844 +1%
UF
1012
Univest Financial
Pennsylvania
$3.91M +$15.1K +254 +0.4%
MA
1013
Montag & Associates
Georgia
$3.91M +$95.1K +1,601 +2%
TW
1014
Transform Wealth
Colorado
$3.9M -$3.22M -54,145 -45%
TWM
1015
TriaGen Wealth Management
California
$3.9M +$3.95M +66,434 New
IEFM
1016
IQ EQ Fund Management
Ireland
$3.9M +$38.7K +652 +1%
MME
1017
Meag Munich Ergo
Germany
$3.89M +$1.06M +17,811 +36%
HPIA
1018
Hamilton Point Investment Advisors
North Carolina
$3.88M -$7.9K -133 -0.2%
PG
1019
Pendal Group
Australia
$3.88M -$92.5K -1,557 -2%
LIM
1020
Leavell Investment Management
Alabama
$3.88M +$162K +2,726 +4%
NAM
1021
NTV Asset Management
West Virginia
$3.87M +$44K +741 +1%
CWG
1022
Cornerstone Wealth Group
North Carolina
$3.87M -$162K -2,724 -4%
BHWA
1023
Beacon Harbor Wealth Advisors
Virginia
$3.86M +$367K +6,180 +10%
SCM
1024
Spreng Capital Management
Ohio
$3.85M +$71.9K +1,211 +2%
SWA
1025
SFMG Wealth Advisors
Texas
$3.85M +$133K +2,245 +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.