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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
SWM
1101
SVA Wealth Management
Wisconsin
$3.37M +$143K +2,403 +4%
CNBTD
1102
Citizens National Bank Trust Department
Mississippi
$3.36M -$65.9K -1,110 -2%
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$3.36M +$324K +5,450 +11%
EF
1104
Exeter Financial
Arizona
$3.35M +$131K +2,208 +4%
WIM
1105
Waverton Investment Management
United Kingdom
$3.35M -$412K -6,936 -11%
UBV
1106
United Bank (Virginia)
Virginia
$3.35M +$356K +6,000 +12%
ZB
1107
Zions Bancorporation
Utah
$3.33M -$151K -2,547 -4%
CCM
1108
Check Capital Management
California
$3.32M +$211K +3,549 +7%
GAM
1109
Grandview Asset Management
Pennsylvania
$3.31M +$265K +4,470 +9%
EIP
1110
Easterly Investment Partners
Massachusetts
$3.31M -$46.4M -780,618 -93%
NMIFOAC
1111
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.3M
GCM
1112
Gables Capital Management
Florida
$3.3M
BIM
1113
Baldwin Investment Management
Pennsylvania
$3.29M +$642K +10,804 +24%
EFIC
1114
Eliot Finkel Investment Counsel
California
$3.29M -$7.42K -125 -0.2%
RBA
1115
Richard Bernstein Advisors
New York
$3.29M
RWA
1116
River Wealth Advisors
Pennsylvania
$3.26M +$549K +9,241 +20%
IB
1117
Intrust Bank
Kansas
$3.25M -$83K -1,397 -2%
SIP
1118
Stoneridge Investment Partners
Pennsylvania
$3.25M +$722K +12,150 +28%
MCM
1119
McMillion Capital Management
North Carolina
$3.23M +$297 +5 +0%
GWMIA
1120
Global Wealth Management Investment Advisory
Florida
$3.22M +$84.6K +1,425 +3%
AF
1121
Arrow Financial
New York
$3.21M +$594 +10 +0%
SIAG
1122
Signet Investment Advisory Group
Rhode Island
$3.21M +$3.24M +54,581 New
BB
1123
Bell Bank
North Dakota
$3.2M +$291K +4,902 +10%
LWANC
1124
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.19M +$333K +5,603 +11%
BIM
1125
Bridgecreek Investment Management
Oklahoma
$3.18M +$160K +2,700 +5%

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.