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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
BFO
1376
Biltmore Family Office
North Carolina
$2.02M +$1.34M +22,559 +190%
WWM
1377
Wolff Wiese Magana
California
$2.02M +$2.04M +34,414 New
WP
1378
WealthPLAN Partners
Nebraska
$2.02M +$73.3K +1,234 +3%
CIC
1379
Cincinnati Indemnity Company
Ohio
$2.02M
FFBTD
1380
First Financial Bank - Trust Division
Ohio
$2.01M +$168K +2,832 +9%
SWM
1381
Sculati Wealth Management
Michigan
$2.01M +$38K +640 +2%
AWM
1382
Apollon Wealth Management
South Carolina
$2.01M +$1.73M +29,123 +578%
CWM
1383
Centric Wealth Management
Illinois
$2M +$896K +15,080 +79%
SCM
1384
Sterneck Capital Management
Missouri
$2M -$46.4K -782 -2%
WWM
1385
Windsor Wealth Management
Indiana
$2M +$37.2K +626 +2%
BWA
1386
BDO Wealth Advisors
Florida
$2M +$5.94K +100 +0.3%
SBSB
1387
Sullivan, Bruyette, Speros & Blaney
Virginia
$2M +$335K +5,638 +20%
PPSG
1388
Princeton Portfolio Strategies Group
New Jersey
$1.99M -$19.6K -330 -1%
Members Trust
1389
Members Trust
Florida
$1.99M -$2.44K -41 -0.1%
MIM
1390
Moseley Investment Management
Florida
$1.99M +$6.41K +108 +0.3%
HIP
1391
HUB Investment Partners
Texas
$1.99M +$1.98M +33,391 New
FWP
1392
FAS Wealth Partners
Kansas
$1.98M +$58.6K +987 +3%
LG
1393
LaFleur & Godfrey
Michigan
$1.98M +$1.73M +29,123 +630%
AWA
1394
Arete Wealth Advisors
Illinois
$1.98M -$42.6K -718 -2%
CA
1395
Calton & Associates
Florida
$1.98M -$12.3K -207 -0.6%
EFSCE
1396
Enterprise Financial Services Corp (EFSC)
Missouri
$1.97M -$140K -2,349 -7%
VPIM
1397
Vanguard Personalized Indexing Management
California
$1.97M +$3.68K +62 +0.2%
MCWS
1398
McKinley Carter Wealth Services
West Virginia
$1.97M +$46.4K +782 +2%
HBT
1399
Hills Bank & Trust
Iowa
$1.96M -$23.3K -393 -1%
4WM
1400
44 Wealth Management
Oregon
$1.96M +$1.98M +33,344 New

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.