We are live on ! Find out more

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
PFM
1551
Premier Fund Managers
United Kingdom
$1.63M -$101K -1,700 -6%
CST
1552
Charles Schwab Trust
Nevada
$1.62M
CCG
1553
Ceeto Capital Group
Florida
$1.62M +$11.9K +200 +0.7%
AWM
1554
Avitas Wealth Management
California
$1.62M +$51.9K +873 +3%
BW
1555
Bison Wealth
Georgia
$1.62M +$68.5K +1,154 +4%
ACM
1556
Ategra Capital Management
Virginia
$1.62M -$2.38K -40 -0.1%
CIM
1557
CIM Investment Management
Pennsylvania
$1.62M +$453K +7,628 +38%
KLCM
1558
KG&L Capital Management
Louisiana
$1.62M +$79.3K +1,335 +5%
BDS
1559
Banco de Sabadell
Florida
$1.62M -$1.77M -29,772 -52%
MCM
1560
Mitchell Capital Management
Kansas
$1.61M +$121K +2,041 +8%
PIM
1561
Perpetual Investment Management
Australia
$1.61M +$1.65M +27,732 New
LPIC
1562
LeJeune Puetz Investment Counsel
Michigan
$1.61M +$17.8K +300 +1%
RBFC
1563
Roman Butler Fullerton & Co
Missouri
$1.61M +$77.2K +1,300 +5%
CPWA
1564
Cerro Pacific Wealth Advisors
California
$1.61M +$1.63M +27,360 New
TAM
1565
Trust Asset Management
Texas
$1.6M +$377K +6,352 +30%
CAAS
1566
Capital Asset Advisory Services
Michigan
$1.58M +$238K +4,006 +17%
CQS
1567
Credential Qtrade Securities
$1.58M -$18.8K -316 -1%
SDAM
1568
Shulman DeMeo Asset Management
New York
$1.58M +$228K +3,835 +17%
NFG
1569
Norris Financial Group
South Carolina
$1.58M +$95K +1,599 +6%
HBT
1570
Heartland Bank & Trust
Illinois
$1.57M +$1.59M +26,808 New
HIM
1571
HawsGoodwin Investment Management
Tennessee
$1.57M +$53.6K +903 +3%
CIA
1572
CSat Investment Advisory
Michigan
$1.57M -$818K -13,781 -34%
CWS
1573
Cypress Wealth Services
California
$1.56M +$1.58M +26,622 New
AWE
1574
Avidian Wealth Enterprises
Texas
$1.56M +$162K +2,732 +11%
MMPW
1575
Mitchell McLeod Pugh & Williams
Alabama
$1.56M +$119 +2 +0%

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.