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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
CPA
1851
Clear Perspective Advisors
Illinois
$993K -$77.3K -1,302 -7%
HA
1852
HYA Advisors
Missouri
$993K +$47.6K +802 +5%
TFCM
1853
Taylor Frigon Capital Management
Arizona
$992K -$8.91K -150 -0.9%
LGA
1854
Lebenthal Global Advisors
New York
$992K +$1M +16,893 New
RAM
1855
Redmond Asset Management
Virginia
$991K -$6K -101 -0.6%
GA
1856
GoalVest Advisory
New York
$990K +$1M +16,857 New
AR
1857
Advisory Research
Illinois
$987K -$148K -2,485 -13%
CWM
1858
Connecticut Wealth Management
Connecticut
$985K -$20.6K -346 -2%
KFC
1859
Klingenstein Fields & Co
New York
$980K +$38.5K +648 +4%
AWM
1860
Affinity Wealth Management
Delaware
$978K +$475 +8 +0%
HIM
1861
Hotaling Investment Management
Pennsylvania
$976K +$372K +6,262 +61%
VAG
1862
VisionPoint Advisory Group
Texas
$974K -$4.6M -77,413 -82%
CFA
1863
CWS Financial Advisors
Michigan
$971K -$32.8K -552 -3%
KFGK
1864
Keystone Financial Group (Kentucky)
Kentucky
$970K -$20K -336 -2%
YIA
1865
YHB Investment Advisors
Connecticut
$970K +$84K +1,415 +9%
BS
1866
Bessemer Securities
New York
$969K
MWM
1867
Merriman Wealth Management
Washington
$967K +$598K +10,074 +158%
GCMG
1868
Gyroscope Capital Management Group
Florida
$963K +$124K +2,087 +15%
FA
1869
Financial Advisors
Massachusetts
$960K +$200K +3,364 +26%
WA
1870
Winfield Associates
Ohio
$959K -$11.9K -200 -1%
ACWM
1871
Adams Chetwood Wealth Management
North Carolina
$954K +$46.6K +785 +5%
HPWM
1872
Highland Private Wealth Management
Washington
$953K -$2.44K -41 -0.3%
SSG
1873
Summit Securities Group
New York
$952K +$962K +16,200 New
LMAM
1874
Legg Mason Asset Management
Japan
$951K +$961K +16,188 New
MC
1875
Mathes Company
New York
$949K -$2.97K -50 -0.3%

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.