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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
APWA
1801
Atlas Private Wealth Advisors
New Jersey
$1.07M +$104K +1,757 +11%
EGA
1802
E&G Advisors
Texas
$1.07M
CNC
1803
Citizens & Northern Corp
Pennsylvania
$1.07M +$95.6K +1,610 +10%
ARMC
1804
American Research & Management Company
Massachusetts
$1.07M +$1.08M +18,138 New
MPIA
1805
Mountain Pacific Investment Advisers
Idaho
$1.06M -$13.1K -220 -1%
SWM
1806
Sugarloaf Wealth Management
Georgia
$1.06M +$5.17K +87 +0.5%
KA
1807
KLCM Advisors
Wisconsin
$1.06M +$200K +3,365 +23%
BONST
1808
Bank of Nova Scotia Trust
Ontario, Canada
$1.06M -$34.6K -582 -3%
DLCIG
1809
D.L. Carlson Investment Group
New Hampshire
$1.06M -$209K -3,519 -16%
HCP
1810
Holt Capital Partners
Texas
$1.06M +$220K +3,710 +26%
CP
1811
Covenant Partners
Tennessee
$1.06M +$50.4K +849 +5%
GG
1812
Gleason Group
Kentucky
$1.05M -$71.5K -1,204 -6%
ECA
1813
Elevated Capital Advisors
Utah
$1.05M -$71.7K -1,208 -6%
MPCG
1814
Matrix Private Capital Group
New York
$1.05M +$106K +1,793 +11%
ROTUOC
1815
Regents of the University of California
California
$1.04M
PCM
1816
Perkins Capital Management
Minnesota
$1.04M +$110K +1,850 +12%
SIG
1817
Sargent Investment Group
Maryland
$1.04M -$18.1K -305 -2%
FNBOSM
1818
First National Bank of South Miami
Florida
$1.04M -$1.24M -20,803 -54%
CP
1819
Cumberland Partners
Ontario, Canada
$1.03M +$1.05M +17,600 New
RIM
1820
Redwood Investment Management
Arizona
$1.03M +$172K +2,891 +20%
IAMOG
1821
Investors Asset Management of Georgia
Georgia
$1.03M -$121K -2,035 -10%
AWM
1822
Aevitas Wealth Management
Massachusetts
$1.03M +$10.9K +184 +1%
MRCM
1823
M&R Capital Management
New Jersey
$1.03M -$32.8K -553 -3%
GCM
1824
GoodHaven Capital Management
New Jersey
$1.02M -$154K -2,600 -13%
LAIC
1825
Lederer & Associates Investment Counsel
California
$1.02M +$9.92K +167 +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.