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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
MSFS
1626
Main Street Financial Solutions
Pennsylvania
$1.44M +$1.46M +24,511 New
AIC
1627
Archer Investment Corporation
Indiana
$1.43M +$18.7K +315 +1%
HKAM
1628
Horizon Kinetics Asset Management
New York
$1.43M -$362K -6,090 -20%
Loomis, Sayles & Company
1629
Loomis, Sayles & Company
Massachusetts
$1.43M +$353K +5,941 +32%
AWA
1630
AmeriServ Wealth Advisors
Pennsylvania
$1.43M +$1.45M +24,387 New
WWM
1631
WT Wealth Management
Arizona
$1.43M +$503K +8,472 +53%
RPC
1632
Rossmore Private Capital
Connecticut
$1.42M +$256K +4,306 +22%
SHGA
1633
Sand Hill Global Advisors
California
$1.41M -$33.3K -560 -2%
FPB
1634
First PREMIER Bank
South Dakota
$1.41M -$14.3K -240 -1%
CFN
1635
Cordasco Financial Network
Florida
$1.41M -$102K -1,720 -7%
AIP
1636
Almanack Investment Partners
Pennsylvania
$1.41M +$149K +2,511 +12%
FMB
1637
Field & Main Bank
Kentucky
$1.41M -$83.2K -1,400 -6%
AWA
1638
Arkadios Wealth Advisors
Georgia
$1.41M +$409K +6,889 +40%
IIM
1639
InTrack Investment Management
Vermont
$1.41M +$1.42M +23,984 New
ACG
1640
Allen Capital Group
Nebraska
$1.41M +$76.5K +1,288 +6%
PAM
1641
Premier Asset Management
Illinois
$1.4M +$501K +8,440 +55%
SMH
1642
Sanders Morris Harris
Texas
$1.4M
QCG
1643
Quadrant Capital Group
Ohio
$1.4M +$92K +1,549 +7%
GAG
1644
GM Advisory Group
New York
$1.4M +$785K +13,223 +125%
CAN
1645
Claraphi Advisory Network
United States
$1.4M +$128K +2,151 +10%
UBG
1646
United Bank (Georgia)
Georgia
$1.39M -$28.6K -481 -2%
MFG
1647
Magnus Financial Group
New York
$1.39M +$275K +4,626 +24%
FAM
1648
Formidable Asset Management
Ohio
$1.39M +$27.8K +468 +2%
PCAP
1649
Pratt Collard Advisory Partners
New York
$1.39M +$57.5K +968 +4%
BIA
1650
Bigelow Investment Advisors
Maine
$1.38M +$36.2K +609 +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.