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
MHS
1226
M Holdings Securities
Oregon
$2.64M +$65.6K +1,104 +3%
AIA
1227
Armor Investment Advisors
North Carolina
$2.64M +$196K +3,296 +8%
DA
1228
DCF Advisers
Connecticut
$2.63M -$1.14M -19,250 -30%
BDWM
1229
Brewin Dolphin Wealth Management
Ireland
$2.62M -$19.3K -325 -0.7%
Fisher Asset Management
1230
Fisher Asset Management
Washington
$2.61M +$193K +3,243 +8%
BAS
1231
Brown Advisory Securities
Maryland
$2.61M +$14.1K +237 +0.5%
ACM
1232
Adalta Capital Management
New York
$2.6M -$241K -4,050 -8%
MIC
1233
Meridian Investment Counsel
California
$2.6M -$20.8K -350 -0.8%
SAMC
1234
Spectrum Asset Management (California)
California
$2.58M +$285K +4,795 +12%
IAIM
1235
International Assets Investment Management
Florida
$2.58M +$865K +14,564 +50%
PIM
1236
Penobscot Investment Management
Massachusetts
$2.57M +$408K +6,874 +19%
CA
1237
Claro Advisors
Massachusetts
$2.57M -$85.2K -1,434 -3%
FCA
1238
FLC Capital Advisors
California
$2.56M +$65.3K +1,100 +3%
UFG
1239
United Fire Group
Iowa
$2.55M
AC
1240
Arjuna Capital
North Carolina
$2.55M +$61.2K +1,031 +2%
TI
1241
Truehand Inc
New Hampshire
$2.54M
KCM
1242
Kempner Capital Management
Texas
$2.54M
CMO
1243
Covenant Multifamily Offices
Texas
$2.53M +$207K +3,493 +9%
NL
1244
NWAM LLC
Washington
$2.52M -$163K -2,750 -6%
AA
1245
AlphaMark Advisors
Kentucky
$2.52M -$835K -14,062 -25%
FDS
1246
First Dallas Securities
Texas
$2.52M +$139K +2,334 +6%
AA
1247
Altman Advisors
Illinois
$2.51M -$15.1K -255 -0.6%
HFBOT
1248
Home Federal Bank of Tennessee
Tennessee
$2.51M -$14.3K -240 -0.6%
QPWM
1249
Quadrant Private Wealth Management
Pennsylvania
$2.51M +$149K +2,511 +6%
CCC
1250
Chelsea Counsel Company
California
$2.5M -$11K -185 -0.4%

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.