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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
WPA
1951
West Paces Advisors
Georgia
$827K -$3.5K -59 -0.4%
MAG
1952
MRA Advisory Group
New Jersey
$826K +$835K +14,053 New
SWM
1953
Selective Wealth Management
Virginia
$825K +$218K +3,665 +35%
HCM
1954
HMS Capital Management
Tennessee
$824K -$49.2K -828 -6%
TAM
1955
Taurus Asset Management
New York
$823K -$71.8K -1,209 -8%
SW
1956
SlateStone Wealth
Florida
$822K -$122K -2,052 -13%
PIA
1957
Pinion Investment Advisors
Kansas
$821K +$68.7K +1,156 +9%
CFD
1958
Creative Financial Designs
Indiana
$820K -$112K -1,891 -12%
SJIM
1959
St. Johns Investment Management
Florida
$820K -$70.9K -1,194 -8%
SAM
1960
Sequent Asset Management
Texas
$816K -$12.5K -210 -1%
TCPWM
1961
Traverso Chambers Private Wealth Management
California
$815K -$28K -471 -3%
I
1962
INVST
Indiana
$814K +$80.8K +1,361 +11%
OPW
1963
Oxler Private Wealth
New York
$813K +$822K +13,840 New
TSS
1964
Two Sigma Securities
New York
$812K +$591K +9,954 +257%
NFG
1965
NewFocus Financial Group
Washington
$810K +$410K +6,898 +100%
GA
1966
Geller Advisors
New York
$809K -$29.3K -493 -4%
EWA
1967
Encompass Wealth Advisors
Oregon
$809K +$818K +13,766 New
SAM
1968
SignalPoint Asset Management
Missouri
$807K -$27K -455 -3%
SFWC
1969
Strategic Family Wealth Counselors
New Jersey
$804K +$15.8K +266 +2%
FPGK
1970
Financial Partners Group (Kansas)
Kansas
$803K -$71.7K -1,208 -8%
FFS
1971
Founders Financial Securities
Maryland
$803K +$223K +3,756 +38%
IC
1972
Inverness Counsel
New York
$802K -$91.3K -1,537 -10%
ACM
1973
Ayrshire Capital Management
Connecticut
$801K +$94.4K +1,590 +13%
BFA
1974
Beacon Financial Advisory
Ohio
$800K +$52.7K +887 +7%
WGA
1975
Weather Gauge Advisory
Virginia
$799K -$124K -2,093 -13%

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.