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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
QWM
1826
QP Wealth Management
New Jersey
$1.02M +$58.5K +985 +6%
PB
1827
Pinnacle Bancorp
Nebraska
$1.02M +$24.6K +415 +2%
TFS
1828
Thoroughbred Financial Services
Tennessee
$1.02M +$115K +1,937 +13%
LWCFA
1829
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.02M +$364K +6,122 +54%
RPSA
1830
Richard P. Slaughter Associates
Texas
$1.02M +$19.6K +330 +2%
GIA
1831
Gladstone Institutional Advisory
Florida
$1.02M +$67.8K +1,141 +7%
PWMG
1832
Prestige Wealth Management Group
New Jersey
$1.02M -$22.7K -382 -2%
AL
1833
Aspiriant LLC
California
$1.01M -$2.29M -38,501 -69%
NFG
1834
Nadler Financial Group
Illinois
$1.01M +$13.8K +232 +1%
GWS
1835
Glassman Wealth Services
Virginia
$1.01M +$1.84K +31 +0.2%
PWM
1836
PBMares Wealth Management
Virginia
$1.01M +$146K +2,452 +17%
DDC
1837
DF Dent & Co
Maryland
$1.01M -$772 -13 -0.1%
9WM
1838
9258 Wealth Management
Ohio
$1.01M -$74K -1,246 -7%
IFG
1839
Investors Financial Group
Minnesota
$1.01M +$41.6K +701 +4%
VC
1840
Vicus Capital
Pennsylvania
$1.01M -$57.4K -967 -5%
BFA
1841
Beaumont Financial Advisors
Massachusetts
$1.01M -$4.69K -79 -0.5%
APW
1842
Aurora Private Wealth
New Jersey
$1M -$1.6K -27 -0.2%
PGIM
1843
Pacific Global Investment Management
California
$1M +$21.9K +369 +2%
SAM
1844
Secure Asset Management
Michigan
$1M -$23K -388 -2%
IIA
1845
ICW Investment Advisors
Arizona
$999K -$22.9K -385 -2%
RW
1846
Rede Wealth
Virginia
$999K +$1.01M +17,010 New
FFA
1847
Freedman Financial Associates
Massachusetts
$999K +$1.01M +17,011 New
PWPS
1848
Pinnacle Wealth Planning Services
Ohio
$997K +$9.27K +156 +0.9%
NFP
1849
Novak Financial Planning
Maryland
$997K +$1.01M +16,963 New
PWM
1850
Purus Wealth Management
California
$996K +$1.01M +16,959 New

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.