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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
WP
1901
WealthShield Partners
North Carolina
$905K +$44.8K +755 +5%
BCM
1902
Boltwood Capital Management
California
$903K -$4.45K -75 -0.5%
IFS
1903
Ifrah Financial Services
Arkansas
$902K -$14.1K -237 -2%
IC
1904
Inscription Capital
Texas
$902K
ICM
1905
Islay Capital Management
Texas
$901K
BAM
1906
Brave Asset Management
New Jersey
$900K
AB
1907
Atlas Brown
Kentucky
$899K +$1.07K +18 +0.1%
HVP
1908
Hudson Value Partners
Florida
$899K +$918K +15,460 New
WI
1909
Wintrust Investments
Illinois
$896K +$58.7K +989 +7%
KBG
1910
Kahn Brothers Group
New York
$896K -$50.5K -850 -5%
FPF
1911
First Pacific Financial
Washington
$895K +$694K +11,683 +328%
PPG
1912
Peak Planning Group
Colorado
$894K +$55.7K +937 +7%
CAM
1913
Cozad Asset Management
Illinois
$894K -$27K -455 -3%
GPA
1914
Garrison Point Advisors
California
$889K +$4.99K +84 +0.6%
RTS
1915
Round Table Services
New Jersey
$887K -$14.4K -243 -2%
AWM
1916
Accel Wealth Management
Iowa
$887K +$897K +15,099 New
DAC
1917
Dividend Assets Capital
South Carolina
$885K -$8.67K -146 -1%
LWA
1918
Lineweaver Wealth Advisors
Ohio
$884K +$78.8K +1,327 +10%
BBNA
1919
Bremer Bank National Association
Minnesota
$883K -$125K -2,112 -12%
DIM
1920
Delta Investment Management
California
$883K +$76.3K +1,284 +9%
HWA
1921
Heritage Wealth Advisors
Virginia
$882K -$20.1K -339 -2%
BWM
1922
BCS Wealth Management
Tennessee
$880K +$209K +3,523 +31%
EI
1923
Ellevest Inc
New York
$876K -$18.9K -319 -2%
CWA
1924
Carolina Wealth Advisors
South Carolina
$875K +$7.37K +124 +0.8%
TIA
1925
Tiemann Investment Advisors
California
$874K +$4.45K +75 +0.5%

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.