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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
ACM
1251
Alta Capital Management
Utah
$2.5M -$2.5M -42,075 -50%
NP
1252
NorthRock Partners
Minnesota
$2.49M -$365K -6,144 -13%
SYBT
1253
Stock Yards Bank & Trust
Kentucky
$2.49M -$15.8K -266 -0.6%
CPA
1254
Court Place Advisors
Maryland
$2.48M -$118K -1,983 -4%
AW
1255
ACG Wealth
Georgia
$2.48M -$85.2K -1,434 -3%
NCM
1256
Neumann Capital Management
California
$2.48M -$42.6K -717 -2%
AFM
1257
Abbot Financial Management
Massachusetts
$2.48M +$65.3K +1,099 +3%
EF
1258
Empirical Finance
Pennsylvania
$2.46M +$440K +7,415 +21%
CHJWM
1259
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.46M +$40.3K +678 +2%
GAMC
1260
Garner Asset Management Corp
Texas
$2.45M +$52.8K +889 +2%
IIC
1261
Ironwood Investment Counsel
Arizona
$2.44M +$75.9K +1,278 +3%
FSA
1262
Fort Sheridan Advisors
Illinois
$2.43M +$50.1K +843 +2%
DLA
1263
Douglas Lane & Associates
New York
$2.43M +$73.6K +1,239 +3%
FHA
1264
First Horizon Advisors
Tennessee
$2.42M +$10.4K +175 +0.4%
CRC
1265
Curi RMB Capital
Illinois
$2.41M +$698K +11,755 +40%
TS
1266
Third Security
Virginia
$2.41M +$2.44M +41,000 New
ACP
1267
Ashfield Capital Partners
California
$2.4M +$29.7K +500 +1%
EA
1268
Ellsworth Advisors
Ohio
$2.4M +$329K +5,541 +16%
NHC
1269
Nicholas Hoffman & Company
Georgia
$2.39M +$91.5K +1,541 +4%
CS
1270
Comerica Securities
Michigan
$2.38M +$119K +2,003 +5%
HFM
1271
Hartford Financial Management
Connecticut
$2.38M -$10.7K -180 -0.4%
MWM
1272
Meridian Wealth Management
Kentucky
$2.38M +$38.5K +648 +2%
SCA
1273
Strategic Capital Advisers
Colorado
$2.37M +$34.7K +584 +1%
JHCP
1274
Jackson Hole Capital Partners
Oklahoma
$2.36M +$340K +5,721 +17%
BWM
1275
Buckley Wealth Management
Nevada
$2.35M -$227K -3,825 -9%

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.