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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
QCM
1351
Quest Capital Management
Texas
$2.1M -$950 -16 -0%
WPC
1352
White Pine Capital
Minnesota
$2.1M -$115K -1,929 -5%
WAS
1353
Wealth Advisory Solutions
Indiana
$2.09M +$17.2K +290 +0.8%
AG
1354
AlphaSimPlex Group
Massachusetts
$2.09M +$1.16M +19,484 +121%
SIA
1355
Strategic Investment Advisors
Michigan
$2.08M +$1.06M +17,834 +101%
OHIS
1356
Oak Harvest Investment Services
Texas
$2.08M +$2.11M +35,462 New
WA
1357
WBH Advisory
Maryland
$2.07M +$100K +1,687 +5%
WDC
1358
Woodward Diversified Capital
California
$2.07M +$2.09M +35,250 New
PI
1359
Pettee Investors
Connecticut
$2.06M
CL
1360
CPWM LLC
Washington
$2.06M +$41.8K +703 +2%
TA
1361
Tectonic Advisors
Texas
$2.06M +$2.08M +35,086 New
CA
1362
Cornerstone Advisory
Maryland
$2.06M +$207K +3,489 +11%
JAG
1363
Journey Advisory Group
Kentucky
$2.06M +$2.08M +35,041 New
WWA
1364
WC Walker & Associates
California
$2.06M +$2.16M +36,446 New
HCM
1365
Hodges Capital Management
Texas
$2.06M -$995K -16,749 -32%
PG
1366
Patten Group
Tennessee
$2.05M +$439K +7,388 +27%
SC
1367
Savant Capital
Illinois
$2.05M -$10.6K -178 -0.5%
CFC
1368
Coyle Financial Counsel
Illinois
$2.05M +$84.6K +1,425 +4%
KFA
1369
Kelleher Financial Advisors
New York
$2.05M -$32.4K -545 -2%
MJB
1370
Mark J. Bradley
$2.05M +$2.07M +34,849 New
BOTW
1371
Bank of the West
California
$2.05M +$31.3K +527 +2%
PWAC
1372
Private Wealth Advisors (California)
California
$2.04M +$191K +3,219 +10%
CH
1373
Canton Hathaway
Rhode Island
$2.04M +$771K +12,980 +60%
VBCG
1374
Valley Brook Capital Group
Pennsylvania
$2.03M +$2.05M +34,596 New
TPWA
1375
TRUE Private Wealth Advisors
Oregon
$2.03M -$89.7K -1,510 -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.