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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
SB
1776
Strategic Blueprint
Georgia
$1.11M +$130K +2,196 +13%
AWM
1777
AllSquare Wealth Management
New York
$1.11M -$18.5K -312 -2%
MSFP
1778
Mark Sheptoff Financial Planning
Connecticut
$1.11M -$68.9K -1,160 -6%
SB
1779
Sunflower Bank
Texas
$1.11M +$668K +11,246 +148%
OA
1780
Oxbow Advisors
Texas
$1.1M -$107K -1,808 -9%
SCM
1781
Southport Capital Management
Tennessee
$1.1M -$60.8K -1,023 -5%
TWM
1782
Tradition Wealth Management
Minnesota
$1.1M +$1.11M +18,699 New
OCM
1783
Orion Capital Management
California
$1.1M +$1.17M +19,657 New
NB
1784
Northwest Bancshares
Pennsylvania
$1.09M -$272K -4,581 -20%
WIS
1785
Wright Investors Service
Connecticut
$1.09M -$1.23M -20,742 -53%
AIM
1786
Avity Investment Management
Connecticut
$1.09M +$18.9K +318 +2%
WC
1787
Weil Company
California
$1.09M +$633K +10,658 +135%
DBIA
1788
Dumont & Blake Investment Advisors
New Jersey
$1.09M +$61.1K +1,028 +6%
CPIG
1789
Chicago Partners Investment Group
Illinois
$1.09M +$89.1K +1,501 +9%
VFPI
1790
Vantage Financial Partners (Illinois)
Illinois
$1.09M +$30.6K +516 +3%
IWA
1791
Intercontinental Wealth Advisors
Texas
$1.08M -$201K -3,382 -15%
TI
1792
Tidal Investments
Wisconsin
$1.08M +$283K +4,760 +35%
MIAS
1793
Mason Investment Advisory Services
Virginia
$1.08M
SWM
1794
Stockman Wealth Management
Montana
$1.08M -$15.7K -265 -1%
UC
1795
Unio Capital
New Jersey
$1.08M -$14K -236 -1%
DF
1796
Donoghue Forlines
Massachusetts
$1.08M +$1.09M +18,333 New
SWA
1797
Sutton Wealth Advisors
Florida
$1.08M -$8.79K -148 -0.8%
DMK
1798
David M. Knott
$1.08M
FIM
1799
Fruth Investment Management
Texas
$1.07M -$7.37K -124 -0.7%
MAWCM
1800
Mine & Arao Wealth Creation & Management
California
$1.07M +$345K +5,802 +47%

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.