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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
COCM
1926
Charter Oak Capital Management
New Hampshire
$874K +$884K +14,882 New
LDFR
1927
Lehman & Derafelo Financial Resources
Pennsylvania
$873K
PA
1928
Paragon Advisors
Texas
$872K +$8.02K +135 +0.9%
SF
1929
Symphony Financial
Texas
$866K -$1.71M -28,743 -66%
NGA
1930
Naples Global Advisors
Florida
$864K +$120K +2,028 +16%
RBC
1931
Roble Belko & Company
Pennsylvania
$862K
OTPPB
1932
Ontario Teachers' Pension Plan Board
Ontario, Canada
$860K -$749K -12,614 -46%
BFM
1933
Boston Financial Management
Massachusetts
$860K -$105K -1,766 -11%
WFM
1934
Wolff Financial Management
Michigan
$856K -$29.2K -492 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1935
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$856K
CIS
1936
Capital International Sarl
California
$855K -$133K -2,239 -13%
SFO
1937
Standard Family Office
South Dakota
$853K +$862K +14,516 New
CBFP
1938
Cedar Brook Financial Partners
Ohio
$848K -$112K -1,891 -12%
CVM
1939
Cheviot Value Management
California
$847K +$77.9K +1,311 +10%
WFC
1940
Western Financial Corp
California
$845K +$855K +14,389 New
SAM
1941
Summit Asset Management
Tennessee
$844K +$13.7K +231 +2%
WCF
1942
West Coast Financial
California
$841K +$77.4K +1,304 +10%
JFA
1943
Johanson Financial Advisors
California
$838K +$12.3K +207 +1%
CFS
1944
CRA Financial Services
New Jersey
$837K +$45.8K +771 +6%
ML
1945
McAdam LLC
Pennsylvania
$836K +$148K +2,486 +21%
MCM
1946
Marathon Capital Management
Maryland
$835K -$8.79K -148 -1%
LP
1947
LMR Partners
United Kingdom
$833K +$842K +14,182 New
PH
1948
Pinnacle Holdings
Oklahoma
$830K -$16.3K -275 -2%
DWM
1949
Darwin Wealth Management
Florida
$829K -$24.6K -414 -3%
BWG
1950
Beta Wealth Group
California
$828K +$837K +14,098 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.