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
VDBMI
1076
Van Den Berg Management I
Texas
$3.47M -$27.7K -467 -0.8%
HH
1077
Hilltop Holdings
Texas
$3.46M -$43.4K -730 -1%
KPW
1078
Kore Private Wealth
New York
$3.46M +$24.2K +407 +0.7%
CPIA
1079
Cornell Pochily Investment Advisors
New York
$3.46M -$67.3K -1,133 -2%
IF
1080
Insight Folios
North Carolina
$3.46M +$234K +3,944 +7%
NFG
1081
Next Financial Group
Texas
$3.46M +$378K +6,361 +12%
AIC
1082
Argus Investors Counsel
New York
$3.44M -$782K -13,160 -18%
PFS
1083
Physicians Financial Services
North Carolina
$3.44M -$118K -1,991 -3%
FMWA
1084
Forvis Mazars Wealth Advisors
Missouri
$3.44M +$513K +8,629 +17%
HI
1085
Hudock Inc
Pennsylvania
$3.43M +$14.3K +241 +0.4%
FAM
1086
Fred Alger Management
New York
$3.43M
EAM
1087
Erste Asset Management
Austria
$3.42M -$3.68M -61,956 -51%
CWM
1088
Concentric Wealth Management
California
$3.42M +$73.1K +1,230 +2%
FM
1089
Family Management
New York
$3.41M +$177K +2,983 +5%
SLWS
1090
Swaine & Leidel Wealth Services
Florida
$3.4M +$69.1K +1,164 +2%
PFSC
1091
Peoples Financial Services Corp
Pennsylvania
$3.4M +$2.38K +40 +0.1%
BA
1092
BCM Advisors
Louisiana
$3.38M
SCA
1093
Sage Capital Advisors
South Dakota
$3.38M +$58.9K +991 +2%
LBC
1094
Lawrence B. Cohen
$3.38M -$156K -2,631 -4%
RMCM
1095
Reynders McVeigh Capital Management
Massachusetts
$3.38M +$13.5K +228 +0.4%
BFS
1096
Bard Financial Services
Connecticut
$3.38M +$3.41M +57,480 New
MLL
1097
Moody Lynn & Lieberson
Massachusetts
$3.38M +$53.3K +897 +2%
CAM
1098
Cypress Asset Management
Texas
$3.37M -$144K -2,425 -4%
JFGIW
1099
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.37M +$1.13M +19,063 +50%
CGL
1100
Clarius Group LLC
Washington
$3.37M +$1.45M +24,454 +74%

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.