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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
SC
1976
Searle & Co
Connecticut
$799K -$16.3K -274 -2%
EA
1977
Emerald Advisors
Washington
$799K +$13.5K +227 +2%
QCIG
1978
Quad-Cities Investment Group
Iowa
$799K +$17.8K +300 +2%
KFI
1979
Key Financial Inc
Pennsylvania
$798K -$48.7K -820 -6%
GKWIM
1980
Gerber Kawasaki Wealth & Investment Management
California
$798K +$120K +2,021 +17%
CMANY
1981
Capital Management Associates (New York)
New York
$797K -$190K -3,200 -19%
BAM
1982
Beaumont Asset Management
Texas
$797K +$16.5K +278 +2%
W
1983
WealthStone
Ohio
$797K +$63.1K +1,062 +8%
NME
1984
Notis-McConarty Edward
$795K -$56.2K -947 -7%
SAM
1985
S.A. Mason
Michigan
$794K -$22.2K -374 -3%
DA
1986
Detalus Advisors
Missouri
$793K +$47.8K +805 +6%
VC
1987
Veracity Capital
Georgia
$792K +$33.2K +559 +0.4%
IA
1988
IAM Advisory
Pennsylvania
$792K +$859K +14,462 New
LWM
1989
Loveless Wealth Management
Montana
$791K +$138K +2,320 +21%
GIA
1990
Granite Investment Advisors
New Hampshire
$790K -$180K -3,028 -18%
VAM
1991
Verity Asset Management
North Carolina
$789K -$37.1K -625 -4%
PG
1992
Proffitt & Goodson
Tennessee
$789K +$9.21K +155 +1%
W
1993
WealthOne
New York
$785K -$41.2K -694 -5%
MCM
1994
McKinley Capital Management
Alaska
$784K -$21.9K -369 -3%
GI
1995
Glovista Investments
New Jersey
$783K -$9.21K -155 -1%
MCC
1996
Malaga Cove Capital
California
$782K +$3.33K +56 +0.4%
BWAM
1997
Boyd Watterson Asset Management
Ohio
$780K -$388K -6,536 -33%
SC
1998
SRB Corp
Massachusetts
$779K +$202K +3,394 +34%
AWP
1999
Accretive Wealth Partners
New Jersey
$778K +$787K +13,244 New
MW
2000
Marcum Wealth
Ohio
$777K +$338K +5,697 +76%

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.