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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
CFS
1326
Capital Financial Services
New York
$2.17M +$2.19M +36,865 New
WOC
1327
West Oak Capital
California
$2.16M +$61.5K +1,035 +3%
GBT
1328
Grove Bank & Trust
Florida
$2.16M +$45K +757 +2%
BPC
1329
Banque Pictet & Cie
Switzerland
$2.15M -$907K -15,276 -29%
RM
1330
Resource Management
Louisiana
$2.15M -$77.7K -1,308 -3%
FMTC
1331
Farmers & Merchants Trust Company
California
$2.14M -$56.2K -946 -3%
BCM
1332
BTR Capital Management
California
$2.14M +$80.3K +1,352 +4%
CW
1333
CreativeOne Wealth
Kansas
$2.14M +$1.52M +25,578 +235%
FFG
1334
Fortem Financial Group
California
$2.14M -$1.02M -17,197 -32%
MIM
1335
MTM Investment Management
South Carolina
$2.14M +$2.16M +36,373 New
NERM
1336
New England Research & Management
Illinois
$2.13M -$32.7K -550 -1%
FTDI
1337
First Trust Direct Indexing
Massachusetts
$2.13M +$2.16M +36,308 New
LHC
1338
Little House Capital
Massachusetts
$2.13M -$268K -4,506 -11%
BOCM
1339
Bontempo Ohly Capital Management
Maryland
$2.13M +$62.5K +1,053 +3%
WP
1340
WealthSource Partners
California
$2.13M -$94K -1,583 -4%
RCAG
1341
Rehmann Capital Advisory Group
Michigan
$2.13M +$26.1K +439 +1%
HCM
1342
Hengehold Capital Management
Ohio
$2.13M +$11.8K +198 +0.5%
SMC
1343
Smith, Moore & Co
Missouri
$2.13M -$338K -5,685 -14%
SSI
1344
Scott & Selber Inc
Texas
$2.13M -$107K -1,796 -5%
KWMG
1345
King Wealth Management Group
Florida
$2.12M -$30.2K -508 -1%
LOAMS
1346
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.12M -$1.45M -24,480 -40%
BAM
1347
Berkshire Asset Management
Pennsylvania
$2.12M +$315K +5,300 +17%
GRP
1348
Global Retirement Partners
California
$2.11M +$76.9K +1,294 +4%
ADL
1349
Asset Dedication LLC
California
$2.11M +$127K +2,142 +6%
NNP
1350
Nachman Norwood & Parrott
South Carolina
$2.11M -$59.9K -1,009 -3%

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.