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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
MC
1426
Martin & Co
Tennessee
$1.88M +$11.6K +195 +0.6%
EIM
1427
Essex Investment Management
Massachusetts
$1.88M +$32.3K +543 +2%
SIC
1428
Salem Investment Counselors
North Carolina
$1.87M +$450K +7,571 +31%
VCM
1429
Virtue Capital Management
Tennessee
$1.87M -$22K -370 -1%
FNC
1430
First National Corp
Massachusetts
$1.87M +$23.6K +398 +1%
OWA
1431
Octavia Wealth Advisors
Ohio
$1.87M +$1.89M +31,779 New
CHA
1432
Carmichael Hill & Associates
Maryland
$1.87M +$48K +809 +3%
FRA
1433
Front Row Advisors
California
$1.86M -$35.3K -595 -2%
Fiera Capital (Canada)
1434
Fiera Capital (Canada)
Quebec, Canada
$1.86M +$1.46M +24,617 +345%
VNA
1435
Valley National Advisers
Pennsylvania
$1.86M +$1.13K +19 +0.1%
AFG
1436
Allegheny Financial Group
Pennsylvania
$1.86M +$1.88M +31,691 New
HCM
1437
Horrell Capital Management
Arkansas
$1.86M +$6.95K +117 +0.4%
GL
1438
Graypoint LLC
New York
$1.86M -$111K -1,871 -6%
IA
1439
IFG Advisory
Georgia
$1.86M +$24.8K +418 +1%
AAM
1440
AR Asset Management
California
$1.86M
FP
1441
Fiduciary Planning
Florida
$1.85M +$154K +2,597 +9%
TYCC
1442
Texas Yale Capital Corp
Florida
$1.85M +$164K +2,753 +10%
MCAI
1443
Members Capital Advisors Inc
Wisconsin
$1.85M
PP
1444
Professional Planning
California
$1.85M -$100K -1,688 -5%
ISB
1445
Iowa State Bank
Iowa
$1.85M -$157K -2,635 -8%
PWA
1446
Providence Wealth Advisors
Illinois
$1.85M +$29.2K +491 +2%
MCCP
1447
Mission Creek Capital Partners
California
$1.84M +$242K +4,076 +15%
RG
1448
Rikoon Group
New Mexico
$1.84M -$488K -8,209 -21%
HBCM
1449
Heron Bay Capital Management
Michigan
$1.84M +$1.86M +31,252 New
GWSG
1450
GPS Wealth Strategies Group
Colorado
$1.83M -$39.2K -660 -2%

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.