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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
TGAM
1201
TBH Global Asset Management
Tennessee
$2.77M +$337K +5,669 +14%
KMWM
1202
Keudell/Morrison Wealth Management
Oregon
$2.76M -$56.8K -957 -2%
SFI
1203
SPC Financial Inc
Maryland
$2.76M +$36K +606 +1%
AC
1204
Abbrea Capital
California
$2.75M +$243K +4,083 +10%
SFS
1205
Strategic Financial Services
New York
$2.75M -$50.4K -848 -2%
FA
1206
Fagan Associates
New York
$2.75M +$891K +15,004 +47%
MF
1207
Magnetar Financial
Illinois
$2.75M +$2.78M +46,729 New
BFPW
1208
BOK Financial Private Wealth
Colorado
$2.74M -$37.8K -637 -1%
AMC
1209
Asset Management Corp
Illinois
$2.73M +$2.21M +37,149 +355%
SC
1210
Schulhoff & Co
Ohio
$2.72M +$61.6K +1,038 +2%
LCM
1211
Liberty Capital Management
Michigan
$2.72M +$2.75M +46,299 New
FMTCOCP
1212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.71M +$38.8K +653 +1%
NEIRG
1213
New England Investment & Retirement Group
Massachusetts
$2.71M +$61.4K +1,034 +2%
CA
1214
Continuum Advisory
Idaho
$2.69M +$220K +3,697 +9%
CPO
1215
Cerity Partners OCIO
New York
$2.69M -$99.6K -1,677 -4%
AWM
1216
Altium Wealth Management
New York
$2.69M +$47.6K +801 +2%
SFA
1217
Semmax Financial Advisors
North Carolina
$2.69M +$68.6K +1,155 +3%
EIP
1218
Ellis Investment Partners
Pennsylvania
$2.68M -$42.7K -719 -2%
MFG
1219
MidWestOne Financial Group
Iowa
$2.67M -$11.2K -189 -0.4%
CC
1220
Chicago Capital
Illinois
$2.66M -$13.2K -222 -0.5%
LBC
1221
Lowe Brockenbrough & Co
Virginia
$2.66M -$55K -926 -2%
CCA
1222
Checchi Capital Advisers
California
$2.65M -$88.3K -1,486 -3%
PHIMC
1223
Private Harbour Investment Management & Counsel
Ohio
$2.65M -$13.7K -230 -0.5%
TBNY
1224
Trustco Bank (New York)
New York
$2.65M +$1.22M +20,578 +84%
WPP
1225
Whalerock Point Partners
Rhode Island
$2.65M +$2.55M +42,939 +1,992%

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.