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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
MLFP
2001
MPS Loria Financial Planners
Illinois
$771K +$49.4K +831 +7%
AWM
2002
Adams Wealth Management
Utah
$770K -$21.3K -358 -3%
SCI
2003
Stableford Capital II
Arizona
$767K +$775K +13,056 New
CWM
2004
Calamos Wealth Management
Illinois
$765K -$37.5K -631 -5%
PMFA
2005
Plante Moran Financial Advisors
Michigan
$765K +$453K +7,625 +141%
CII
2006
Capital International Inc
California
$764K -$2.99M -50,286 -79%
AA
2007
AQR Arbitrage
Connecticut
$762K +$777K +13,082 New
PCFFS
2008
Pacific Center for Financial Services
California
$761K +$3.15K +53 +0.4%
FWM
2009
Focused Wealth Management
New York
$759K -$18.6K -313 -2%
BCM
2010
Becker Capital Management
Oregon
$759K +$137K +2,301 +22%
FNT
2011
First Nebraska Trust
Nebraska
$759K +$73.1K +1,231 +11%
SWM
2012
Strategic Wealth Management
Washington
$758K -$2.97K -50 -0.4%
IRC
2013
Investors Research Corp
Georgia
$757K -$3.15K -53 -0.4%
NB
2014
Nicolet Bankshares
Wisconsin
$757K +$6.65K +112 +0.9%
SDWIA
2015
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$757K +$88K +1,481 +13%
TF
2016
Trek Financial
Arizona
$756K +$311K +5,230 +68%
GCM
2017
Gladius Capital Management
Illinois
$756K +$670K +11,287 +720%
SLWA
2018
San Luis Wealth Advisors
California
$756K +$765K +12,873 New
EWA
2019
ERTS Wealth Advisors
Michigan
$753K -$8.14K -137 -1%
S
2020
SimplyRich
California
$749K +$55.2K +929 +8%
MCM
2021
Monarch Capital Management
Indiana
$747K
PIM
2022
Profit Investment Management
Maryland
$744K -$893K -15,043 -54%
EAM
2023
Evanson Asset Management
California
$744K +$77K +1,296 +11%
PP
2024
Pegasus Partners
Wisconsin
$744K +$89.5K +1,507 +14%
MCA
2025
Mercer Capital Advisers
New Jersey
$743K

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.