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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
IFWM
1676
Institute for Wealth Management
Colorado
$1.32M -$38.1K -641 -3%
VCWA
1677
Vanguard Capital Wealth Advisors
Colorado
$1.32M +$1.35M +22,673 New
WA
1678
Wambolt & Associates
Colorado
$1.31M +$61.6K +1,037 +5%
FP
1679
Factorial Partners
New York
$1.3M
MOS
1680
MGO One Seven
Ohio
$1.3M -$1.39M -23,441 -51%
WQ
1681
Wealth Quarterback
New Jersey
$1.3M -$224K -3,776 -15%
FHC
1682
First Heartland Consultants
Missouri
$1.3M +$134K +2,261 +11%
UWM
1683
Urban Wealth Management
California
$1.3M +$1.32M +22,173 New
NG
1684
Northstar Group
New York
$1.3M +$78.6K +1,323 +6%
TA
1685
Townsend & Associates
Colorado
$1.3M +$1.31M +22,110 New
CBOR
1686
Community Bank of Raymore
Missouri
$1.3M
LCM
1687
Lucas Capital Management
New Jersey
$1.3M +$419K +7,048 +47%
SBF
1688
Sara-Bay Financial
Florida
$1.29M +$96.3K +1,621 +8%
SGK
1689
Steigerwald Gordon & Koch
Virginia
$1.28M +$14.6K +246 +1%
CAGAS
1690
Capital Advisory Group Advisory Services
Minnesota
$1.28M +$262K +4,411 +25%
V
1691
VeraBank
Texas
$1.28M -$31.4K -528 -2%
FF
1692
Fluent Financial
Texas
$1.27M +$1.29M +21,680 New
PPP
1693
Private Portfolio Partners
New Jersey
$1.27M -$101K -1,700 -7%
BWM
1694
BigSur Wealth Management
Florida
$1.27M
AA
1695
Apriem Advisors
California
$1.27M -$19.4K -326 -1%
BEI
1696
Benjamin Edwards Inc
Missouri
$1.26M -$15.1K -255 -1%
HI
1697
Harrington Investments
California
$1.26M -$65.9K -1,110 -5%
CF
1698
Centaurus Financial
California
$1.26M +$274K +4,617 +27%
BSA
1699
Bull Street Advisors
Georgia
$1.26M +$20.2K +340 +2%
LSAG
1700
Lake Street Advisors Group
New Hampshire
$1.26M +$40.3K +678 +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.