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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
AAM
1476
Aureus Asset Management
Massachusetts
$1.8M +$81.7K +1,375 +5%
CSPAM
1477
Cary Street Partners Asset Management
Virginia
$1.79M +$3.79M +63,748 New
RFWA
1478
RPg Family Wealth Advisory
Massachusetts
$1.79M +$59.1K +995 +3%
AA
1479
Argent Advisors
Louisiana
$1.79M +$137K +2,314 +8%
KJWM
1480
Kiley Juergens Wealth Management
Washington
$1.78M +$109K +1,830 +6%
PM
1481
Penbrook Management
New York
$1.78M
EAMA
1482
EFG Asset Management (Americas)
Florida
$1.78M +$51.9K +873 +3%
TH
1483
TCTC Holdings
Texas
$1.78M +$256K +4,314 +17%
XF
1484
XML Financial
Maryland
$1.78M +$97.3K +1,639 +6%
VCAM
1485
Van Cleef Asset Management
Ohio
$1.77M +$37K +623 +2%
IP
1486
Intellectus Partners
California
$1.77M -$488K -8,223 -21%
DAM
1487
Diamant Asset Management
Connecticut
$1.77M +$16.3K +275 +0.9%
SNBOSD
1488
Security National Bank of So Dak
Iowa
$1.77M +$15.7K +265 +0.9%
PCH
1489
PGIM Custom Harvest
New Jersey
$1.77M +$1.83M +30,852 New
CIM
1490
Chapman Investment Management
California
$1.77M +$9.8K +165 +0.6%
LCM
1491
Laurion Capital Management
New York
$1.76M +$1.78M +30,032 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1492
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.76M -$173K -2,908 -9%
CSUI
1493
Cincinnati Specialty Underwriters Insurance
Ohio
$1.76M
SACTSONJ
1494
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.76M
CNFG
1495
Creegan & Nassoura Financial Group
New Hampshire
$1.76M -$13.2K -222 -0.7%
ANRIA
1496
American National Registered Investment Advisor
Texas
$1.76M
AF
1497
Aldebaran Financial
$1.76M -$17.7K -298 -1%
BMC
1498
Beaton Management Company
Massachusetts
$1.76M -$20.1K -339 -1%
SNBOSCI
1499
Security National Bank of Sioux City Iowa
Iowa
$1.76M +$157K +2,640 +10%
FCA
1500
FinTrust Capital Advisors
South Carolina
$1.75M +$17.2K +289 +1%

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.