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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
JSL
1151
JT Stratford LLC
Georgia
$3.04M +$132K +2,226 +4%
DCM
1152
Donaldson Capital Management
Indiana
$3.04M +$34.6K +583 +1%
HIP
1153
Harrell Investment Partners
Texas
$3.02M -$53.1K -894 -2%
IPW
1154
Inlet Private Wealth
Florida
$3.01M +$208K +3,500 +7%
ST
1155
Smithfield Trust
Pennsylvania
$2.99M +$58.8K +990 +2%
LA
1156
Lynch & Associates
Indiana
$2.99M +$39.4K +663 +1%
CC
1157
Constitution Capital
Connecticut
$2.98M +$3.02M +50,790 New
BC
1158
Burleson & Co
California
$2.98M +$9.32K +157 +0.3%
HW
1159
Hedeker Wealth
Illinois
$2.97M +$202K +3,405 +7%
SIMM
1160
Stillwater Investment Management (Minnesota)
Minnesota
$2.97M +$50K +842 +2%
RA
1161
RFG Advisory
Alabama
$2.97M -$296K -4,978 -9%
ACS
1162
Archford Capital Strategies
Illinois
$2.95M -$205K -3,447 -6%
KNW
1163
Kesler Norman & Wride
Utah
$2.95M +$2.98M +50,201 New
CFA
1164
Carroll Financial Associates
North Carolina
$2.95M -$98.9K -1,665 -3%
CG
1165
Caprock Group
Idaho
$2.95M -$89.3K -1,504 -3%
SCP
1166
Shorepoint Capital Partners
Massachusetts
$2.92M -$66.6K -1,122 -2%
OCM
1167
Orleans Capital Management
Louisiana
$2.92M -$131K -2,200 -4%
IFG
1168
Independent Financial Group
California
$2.91M +$169K +2,850 +6%
DWM
1169
Dorchester Wealth Management
Quebec, Canada
$2.91M -$35.6K -600 -1%
CIA
1170
Choate Investment Advisors
Massachusetts
$2.91M -$17K -287 -0.6%
MIC
1171
Means Investment Company
Maine
$2.9M +$337K +5,668 +12%
SHA
1172
Seneca House Advisors
Virginia
$2.89M +$514K +8,655 +21%
BCA
1173
Bay Colony Advisors
Massachusetts
$2.89M +$38.1K +641 +1%
TC
1174
Telemus Capital
Michigan
$2.88M +$19.7K +331 +0.7%
NFG
1175
Nations Financial Group
Iowa
$2.88M +$41.1K +692 +1%

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.