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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
HIIFS
1126
Harel Insurance Investments & Financial Services
Israel
$3.18M
CAM
1127
Cidel Asset Management
Ontario, Canada
$3.17M +$861K +14,502 +37%
GLA
1128
Good Life Advisors
Pennsylvania
$3.16M +$62.8K +1,058 +2%
HC
1129
Hourglass Capital
Texas
$3.16M +$24.4K +410 +0.8%
SFA
1130
Souders Financial Advisors
Ohio
$3.15M +$65.1K +1,096 +2%
DSC
1131
Duncker Streett & Co
Missouri
$3.15M +$250K +4,208 +9%
SOAMC
1132
Spirit of America Management Corp
New York
$3.15M +$59.4K +1,000 +2%
CA
1133
Clearstead Advisors
Ohio
$3.14M +$286K +4,818 +10%
NC
1134
NewSquare Capital
Pennsylvania
$3.13M +$12.4K +208 +0.4%
BUB
1135
BBVA USA Bancshares
Texas
$3.13M -$147K -2,467 -4%
TAM
1136
Tealwood Asset Management
Minnesota
$3.12M -$112K -1,890 -3%
PWA
1137
Phoenix Wealth Advisors
North Carolina
$3.12M +$3.16M +53,122 New
BKA
1138
Brick & Kyle Associates
Pennsylvania
$3.12M +$41.3K +696 +1%
RC
1139
Roundview Capital
New Jersey
$3.11M +$673K +11,329 +27%
WSC
1140
Wellington Shields & Co
New York
$3.11M +$33.7K +567 +1%
AFM
1141
Andesa Financial Management
Pennsylvania
$3.11M -$2.27M -38,301 -42%
WA
1142
Wealth Alliance
New York
$3.1M +$343K +5,779 +12%
CC
1143
Courier Capital
New York
$3.09M +$170K +2,856 +6%
SL
1144
Summitry LLC
California
$3.08M +$109K +1,830 +4%
OAM
1145
Oak Asset Management
California
$3.07M +$41.6K +701 +1%
TPA
1146
Trivium Point Advisory
Connecticut
$3.06M -$70.9K -1,193 -2%
ANTB
1147
AMG National Trust Bank
Colorado
$3.06M +$242K +4,076 +8%
EFS
1148
Essex Financial Services
Connecticut
$3.05M +$31.5K +530 +1%
HAIM
1149
Hunter Associates Investment Management
Pennsylvania
$3.05M +$93.8K +1,579 +3%
MSA
1150
Marino Stram & Associates
Massachusetts
$3.04M +$74.5K +1,255 +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.