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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
TNAM
1401
Terra Nova Asset Management
New York
$1.96M +$1.98M +33,319 New
SP
1402
SWS Partners
Ohio
$1.95M +$1.98M +33,262 New
CWM
1403
Chesapeake Wealth Management
Virginia
$1.95M -$32.8K -552 -2%
MS
1404
Madden Securities
Texas
$1.95M -$27.2K -458 -1%
CCM
1405
Cox Capital Management
Massachusetts
$1.94M +$76.1K +1,282 +4%
NAM
1406
NorthCoast Asset Management
Connecticut
$1.94M +$417K +7,025 +27%
ATC
1407
Adirondack Trust Company
New York
$1.93M +$267K +4,502 +15%
MFG
1408
Merit Financial Group
Georgia
$1.93M -$33.8K -569 -2%
CIAS
1409
Capital Investment Advisory Services
North Carolina
$1.93M +$221K +3,726 +13%
RWB
1410
RMR Wealth Builders
New Jersey
$1.92M -$2.02M -33,984 -51%
SCP
1411
Silverleafe Capital Partners
Tennessee
$1.92M +$191K +3,213 +11%
SFP
1412
Sandbox Financial Partners
Maryland
$1.92M +$1.94M +32,699 New
MF
1413
Manchester Financial
California
$1.92M +$59 +1 +0%
CICI
1414
Capital Investment Counsel Inc
North Carolina
$1.92M -$183K -3,082 -9%
LIM
1415
Longfellow Investment Management
Massachusetts
$1.91M +$1.93M +32,570 New
MGIA
1416
Moneta Group Investment Advisors
Missouri
$1.91M +$75K +1,262 +4%
VWM
1417
Vigilare Wealth Management
Arizona
$1.9M -$24.7K -416 -1%
NPP
1418
New Potomac Partners
Maryland
$1.9M +$8.61K +145 +0.5%
WCM
1419
Whitener Capital Management
North Carolina
$1.9M -$99.4K -1,673 -5%
Assenagon Asset Management
1420
Assenagon Asset Management
Luxembourg
$1.89M +$451K +7,586 +31%
PIMG
1421
Patriot Investment Management Group
Tennessee
$1.89M -$92.8K -1,562 -5%
AWC
1422
Abundance Wealth Counselors
Pennsylvania
$1.89M +$120K +2,019 +7%
MMHP
1423
Murphy Middleton Hinkle & Parker
Georgia
$1.88M -$42K -707 -2%
ACM
1424
Allred Capital Management
Texas
$1.88M -$8.08K -136 -0.4%
SI
1425
SimpliFi Inc
California
$1.88M +$144K +2,417 +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.