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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
RIA
1276
Realta Investment Advisors
Delaware
$2.35M +$317K +5,339 +15%
GEA
1277
Glen Eagle Advisors
New Jersey
$2.34M +$7.72K +130 +0.3%
HT
1278
HighTower Trust
Texas
$2.34M -$38.1K -641 -2%
BOPW
1279
Brandywine Oak Private Wealth
Pennsylvania
$2.34M +$13.5K +228 +0.6%
DAM
1280
Doheny Asset Management
California
$2.34M +$143K +2,400 +6%
FDS
1281
Freedom Day Solutions
Texas
$2.34M +$272K +4,578 +13%
PFGIA
1282
Patriot Financial Group Insurance Agency
Massachusetts
$2.33M +$187K +3,148 +9%
CCM
1283
Crossvault Capital Management
Texas
$2.33M +$182K +3,056 +8%
CRWM
1284
Castle Rock Wealth Management
California
$2.33M +$615K +10,348 +34%
MSS
1285
Mitchell Sinkler & Starr
Pennsylvania
$2.32M -$60.6K -1,021 -3%
SLG
1286
Stanley-Laman Group
Pennsylvania
$2.32M +$2.67K +45 +0.1%
HFA
1287
HC Financial Advisors
California
$2.32M -$192K -3,227 -8%
AWS
1288
Arkfeld Wealth Strategies
Nebraska
$2.32M -$57.1K -961 -2%
NL
1289
NVWM LLC
Pennsylvania
$2.32M -$430K -7,247 -20%
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$2.31M +$433K +7,282 +23%
SW
1291
StrongBox Wealth
Missouri
$2.31M +$419K +7,063 +22%
NSB
1292
Norway Savings Bank
Maine
$2.31M +$204K +3,434 +10%
VWA
1293
V Wealth Advisors
Kansas
$2.3M +$1.51M +25,477 +186%
MIM
1294
Miller Investment Management
Pennsylvania
$2.29M
Wolverine Trading
1295
Wolverine Trading
Illinois
$2.29M +$2M +33,726 +601%
WGCA
1296
Wolf Group Capital Advisors
Virginia
$2.28M +$5.23K +88 +0.2%
FCCM
1297
First City Capital Management
Georgia
$2.28M -$1.36M -22,915 -35%
CCMW
1298
Cypress Capital Management (Wyoming)
Wyoming
$2.28M +$37.8K +636 +2%
TMAM
1299
Tokio Marine Asset Management
Japan
$2.28M +$138K +2,322 +6%
TIA
1300
Traphagen Investment Advisors
New Jersey
$2.27M -$19.6K -330 -0.8%

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.