We are live on ! Find out more

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
S
1051
Surevest
California
$3.67M +$267K +4,491 +8%
S
1052
SignatureFD
Georgia
$3.66M -$181K -3,042 -5%
BHA
1053
Beech Hill Advisors
New York
$3.65M +$1.91M +32,200 +108%
GSC
1054
G&S Capital
Colorado
$3.62M +$25.2K +425 +0.7%
BDF
1055
Balasa Dinverno & Foltz
$3.62M +$249K +4,191 +7%
HPC
1056
HM Payson & Co
Maine
$3.62M -$54.2K -912 -1%
ACA
1057
Aptus Capital Advisors
Alabama
$3.62M +$515K +8,667 +16%
MYLI
1058
Meiji Yasuda Life Insurance
Japan
$3.6M -$590K -9,935 -14%
MFG
1059
Monte Financial Group
Connecticut
$3.56M +$105K +1,766 +3%
SAM
1060
Strategy Asset Managers
California
$3.55M -$251K -4,223 -7%
BMA
1061
Brooks Moore & Associates
Tennessee
$3.55M +$339K +5,700 +10%
FPFS
1062
First Personal Financial Services
North Carolina
$3.54M +$86.3K +1,453 +2%
Jane Street
1063
Jane Street
New York
$3.54M -$857K -14,437 -19%
MSAM
1064
Moloney Securities Asset Management
Missouri
$3.53M -$18K -303 -0.5%
PAM
1065
Pegasus Asset Management
New York
$3.53M +$33.6K +565 +0.9%
QT
1066
Quantbot Technologies
New York
$3.53M +$3.57M +60,037 New
TCA
1067
Transcend Capital Advisors
New Jersey
$3.53M +$1.72M +28,921 +93%
RIA
1068
Regal Investment Advisors
Michigan
$3.52M +$3.56M +59,876 New
OC
1069
Oarsman Capital
Wisconsin
$3.51M -$23.8K -401 -0.7%
LWM
1070
Laidlaw Wealth Management
New York
$3.51M +$1.36M +22,907 +62%
WB
1071
Webster Bank
Connecticut
$3.51M -$196K -3,303 -5%
WMA
1072
Wealth Management Associates
New Jersey
$3.5M -$6.83K -115 -0.2%
CBN
1073
Cadence Bank NA
Texas
$3.5M +$116K +1,951 +3%
DWA
1074
Douglass Winthrop Advisors
New York
$3.49M -$467K -7,862 -12%
KA
1075
Kovack Advisors
Florida
$3.49M +$80.5K +1,355 +2%

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.