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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
WA1
1301
Wimmer Associates 1
California
$2.27M -$45.6K -767 -2%
EBT
1302
Enterprise Bank & Trust
Massachusetts
$2.27M -$44.2K -745 -2%
KTM
1303
Keeler Thomas Management
Utah
$2.26M -$1.24M -20,881 -35%
YWP
1304
YorkBridge Wealth Partners
New York
$2.26M +$60.7K +1,022 +3%
TFS
1305
TrustCore Financial Services
Tennessee
$2.25M +$254K +4,274 +13%
FUBT
1306
First United Bank & Trust
Maryland
$2.25M +$51.6K +869 +2%
QIM
1307
Quest Investment Management
Oregon
$2.25M -$158K -2,658 -6%
EWM
1308
Empirical Wealth Management
Washington
$2.24M +$26.5K +446 +1%
CCI
1309
Credit Capital Investments
New Jersey
$2.24M +$416K +7,000 +22%
BWP
1310
Bernardo Wealth Planning
Pennsylvania
$2.23M +$144K +2,422 +7%
VNIM
1311
Vaughan Nelson Investment Management
Texas
$2.23M +$726K +12,225 +47%
PTP
1312
Platform Technology Partners
New York
$2.23M +$49K +825 +2%
AF
1313
Allworth Financial
California
$2.22M -$2.5K -42 -0.1%
BPA
1314
Beacon Pointe Advisors
California
$2.22M +$428K +7,200 +23%
PPWP
1315
Proquility Private Wealth Partners
Nevada
$2.22M +$2.24M +37,792 New
TG
1316
TCW Group
California
$2.22M -$127K -2,132 -5%
HBWM
1317
Hollow Brook Wealth Management
New York
$2.21M +$119 +2 +0%
AIC
1318
Ameritas Investment Company
Nebraska
$2.2M +$180K +3,035 +9%
SIM
1319
Sterling Investment Management
Arizona
$2.2M +$23.5K +395 +1%
AAM
1320
Auxier Asset Management
Oregon
$2.2M -$12.1K -204 -0.5%
CIA
1321
Cohen Investment Advisors
New Hampshire
$2.2M +$2.22M +37,409 New
PVWM
1322
Point View Wealth Management
New Jersey
$2.18M +$29.2K +492 +1%
CT
1323
Chicago Trust
Illinois
$2.17M +$40.6K +683 +2%
GAM
1324
Geier Asset Management
Maryland
$2.17M +$2.33M +39,203 New
BE
1325
Bonness Enterprises
District of Columbia
$2.17M

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.