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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
FLI
1501
Family Legacy Inc
South Carolina
$1.74M -$3.21K -54 -0.2%
CM
1502
Columbus Macro
Pennsylvania
$1.74M -$95.3K -1,605 -5%
CAS
1503
Coppell Advisory Solutions
Texas
$1.74M +$1.76M +29,619 New
EWM
1504
Evermay Wealth Management
Virginia
$1.74M +$2.32K +39 +0.1%
CCA
1505
Catalyst Capital Advisors
New York
$1.73M
FNB
1506
Farmers National Bank
Kentucky
$1.73M +$1.74M +29,365 New
CAG
1507
Csenge Advisory Group
Florida
$1.72M -$27.1K -457 -2%
MYIA
1508
Mount Yale Investment Advisors
Colorado
$1.71M +$73.4K +1,236 +4%
TW
1509
TrinityPoint Wealth
Connecticut
$1.71M +$157K +2,641 +10%
MWA
1510
Meridian Wealth Advisors
Texas
$1.7M -$33.8K -569 -2%
FCFC
1511
First Commonwealth Financial Corp
Pennsylvania
$1.7M +$543K +9,146 +46%
PPW
1512
Parcion Private Wealth
Washington
$1.7M +$504K +8,486 +41%
KA
1513
Kercheville Advisors
Texas
$1.7M +$1.71M +28,842 New
HPWA
1514
Hall Private Wealth Advisors
North Carolina
$1.7M +$1.72M +28,880 New
CRIG
1515
Charter Research & Investment Group
Connecticut
$1.7M
RDWM
1516
Red Door Wealth Management
Tennessee
$1.7M +$98.6K +1,660 +6%
HT
1517
HAP Trading
New York
$1.69M +$1.71M +28,790 New
NIM
1518
Nexus Investment Management
Ontario, Canada
$1.69M +$282K +4,750 +20%
CC
1519
Cannell & Co
New York
$1.69M +$128K +2,150 +8%
PCG
1520
Private Capital Group
Connecticut
$1.69M -$49.5K -833 -3%
BJL
1521
Brighton Jones LLC
Washington
$1.68M +$48K +808 +3%
LJAC
1522
L.J. Altfest & Co
New York
$1.68M -$65.3K -1,099 -4%
NAMP
1523
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.68M +$5.94K +100 +0.4%
OFG
1524
OmniStar Financial Group
North Carolina
$1.67M +$623K +10,493 +58%
WI
1525
WrapManager Inc
California
$1.67M +$56.8K +957 +3%

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.