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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
MWM
1601
Modera Wealth Management
New Jersey
$1.51M -$51.9K -874 -3%
B
1602
Barings
North Carolina
$1.51M -$8.92M -150,141 -85%
TIA
1603
Trust Investment Advisors
Indiana
$1.5M +$22.2K +374 +1%
UAS
1604
United Asset Strategies
New York
$1.5M +$1.96K +33 +0.1%
IA
1605
Insight Advisors
Pennsylvania
$1.5M +$1.52M +25,545 New
TA
1606
TFG Advisers
Michigan
$1.49M +$46.1K +776 +3%
MCIA
1607
Mountain Capital Investment Advisors
Colorado
$1.49M -$99.4K -1,674 -6%
EH
1608
Employers Holdings
Nevada
$1.49M
CB
1609
CNB Bank
Pennsylvania
$1.49M +$29.5K +496 +2%
DFA
1610
Delta Financial Advisors
Louisiana
$1.49M -$178 -3 -0%
DC
1611
DeDora Capital
California
$1.48M -$205K -3,452 -12%
IAA
1612
Ironsides Asset Advisors
North Carolina
$1.48M +$17.8K +300 +1%
SG
1613
StoneX Group
New York
$1.48M +$206K +3,475 +16%
AIM
1614
Acropolis Investment Management
Missouri
$1.48M +$92.8K +1,562 +7%
MWM
1615
Maltin Wealth Management
New Jersey
$1.48M +$164K +2,768 +12%
STC
1616
Sarah T. Connolly
$1.47M +$1.49M +25,016 New
AIP
1617
Ahrens Investment Partners
Louisiana
$1.46M -$157K -2,642 -10%
LF
1618
Lantz Financial
Illinois
$1.46M +$67.7K +1,140 +5%
MAM
1619
Meeder Asset Management
Ohio
$1.45M -$11.2M -189,067 -88%
WIC
1620
Wilkins Investment Counsel
Massachusetts
$1.45M -$89.1K -1,500 -6%
WMP
1621
Wealth Management Partners
Arizona
$1.45M +$1.52M +25,571 New
LD
1622
Lipe & Dalton
New York
$1.45M +$5.94K +100 +0.4%
CAL
1623
Capital Analysts LLC
Pennsylvania
$1.44M -$123K -2,075 -8%
FFA
1624
First Foundation Advisors
California
$1.44M +$212K +3,573 +17%
HFG
1625
Heron Financial Group
New York
$1.44M +$62.4K +1,051 +4%

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.