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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
III
1576
Independent Investors Inc
New York
$1.56M -$59.4K -1,000 -4%
CCC
1577
Crescent Capital Consulting
Louisiana
$1.56M +$1.57M +26,438 New
MP
1578
McDonald Partners
Ohio
$1.55M +$1.57M +26,456 New
MWM
1579
Minot Wealth Management
Massachusetts
$1.55M +$384K +6,473 +32%
OIM
1580
Orca Investment Management
Oregon
$1.55M +$1.57M +26,437 New
GWM
1581
Gray Wealth Management
Maine
$1.55M +$35.8K +603 +2%
QTM
1582
qPULA Trading Management
New York
$1.55M +$1.56M +26,336 New
ICM
1583
IMS Capital Management
Oregon
$1.54M +$557K +9,372 +55%
VA
1584
Valmark Advisers
Ohio
$1.54M +$820K +13,798 +111%
SFG
1585
SNS Financial Group
Minnesota
$1.54M -$20.5K -345 -1%
DBRC
1586
D.B. Root & Company
Pennsylvania
$1.54M -$73.5K -1,237 -5%
ADMI
1587
Albert D. Mason Inc
Massachusetts
$1.53M +$67.5K +1,137 +5%
SWIG
1588
Strategic Wealth Investment Group
Kentucky
$1.53M -$410K -6,905 -21%
WI
1589
Wedgewood Investors
Pennsylvania
$1.53M +$11.9K +200 +0.8%
PWLP
1590
Prio Wealth Limited Partnership
Massachusetts
$1.53M +$12.5K +210 +0.8%
PCC
1591
Park Circle Company
Maryland
$1.53M -$47.5K -800 -3%
AC
1592
Asio Capital
Kentucky
$1.53M +$35.3K +595 +2%
PAM
1593
Private Asset Management
California
$1.53M +$97.2K +1,637 +7%
FIM
1594
Freedom Investment Management
Connecticut
$1.53M -$128K -2,158 -8%
FMT
1595
First Mercantile Trust
Tennessee
$1.52M -$272K -4,580 -15%
VST
1596
Van Strum & Towne
California
$1.52M +$149K +2,511 +11%
OPCM
1597
Osborne Partners Capital Management
California
$1.52M +$834K +14,050 +119%
CASB
1598
Cape Ann Savings Bank
Massachusetts
$1.52M +$1.54M +25,852 New
CCT
1599
Country Club Trust
Missouri
$1.51M -$18.9K -319 -1%
TWA
1600
TCI Wealth Advisors
Arizona
$1.51M -$208K -3,499 -12%

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.