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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
MAM
1651
Mastrapasqua Asset Management
Tennessee
$1.38M -$216K -3,630 -13%
P
1652
Pitcairn
Pennsylvania
$1.38M +$11.6K +195 +0.8%
CWM
1653
Circle Wealth Management
New Jersey
$1.38M -$232K -3,901 -14%
WCM
1654
Wunderlich Capital Managemnt
Tennessee
$1.37M +$1.72K +29 +0.1%
WA
1655
WESPAC Advisors
California
$1.37M +$372K +6,263 +37%
IIM
1656
Ipswich Investment Management
Massachusetts
$1.36M -$175K -2,946 -11%
SCM
1657
Seascape Capital Management
New Hampshire
$1.36M +$171K +2,879 +14%
RCA
1658
Ranch Capital Advisors
Florida
$1.35M -$416 -7 -0%
KTC
1659
Kistler-Tiffany Companies
Pennsylvania
$1.35M -$38K -639 -3%
MFP
1660
Meridian Financial Partners
Virginia
$1.35M -$297 -5 -0%
RCA
1661
Resonant Capital Advisors
Wisconsin
$1.35M +$103K +1,736 +8%
VR
1662
Viridian RIA
Washington
$1.35M +$97.7K +1,645 +8%
AIL
1663
AGF Investments LLC
Ontario, Canada
$1.34M -$839K -14,125 -38%
BCM
1664
Blume Capital Management
California
$1.34M +$1.19M +19,955 +710%
FSA
1665
Financial Sense Advisors
California
$1.33M +$45.1K +759 +3%
SGCA
1666
Steel Grove Capital Advisors
Tennessee
$1.33M -$5.7K -96 -0.4%
GFS
1667
GYL Financial Synergies
Connecticut
$1.33M +$617K +10,381 +85%
ITIM
1668
Indiana Trust & Investment Management
Indiana
$1.33M -$110K -1,849 -8%
OPS
1669
Orion Portfolio Solutions
Nebraska
$1.33M -$40K -673 -3%
QI
1670
Qtron Investments
Massachusetts
$1.33M +$76.7K +1,292 +6%
APWM
1671
Atlas Private Wealth Management
New York
$1.33M +$52.2K +879 +4%
BHIA
1672
Birch Hill Investment Advisors
Massachusetts
$1.33M +$59.7K +1,005 +5%
RAM
1673
Rempart Asset Management
Canada
$1.33M +$1.34M +22,575 New
BOC
1674
Barbara Oil Co
Illinois
$1.32M
NFC
1675
Northeast Financial Consultants
Connecticut
$1.32M +$1.01K +17 +0.1%

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.