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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
MG
2026
Mather Group
Illinois
$741K -$18.4K -310 -2%
LFA
2027
Legacy Financial Advisors
Kentucky
$738K +$41.6K +701 +6%
CBT
2028
Central Bank & Trust
Kentucky
$735K -$40.4K -680 -5%
PCP
2029
Proficio Capital Partners
Massachusetts
$734K +$35.8K +603 +5%
AIS
2030
AM Investment Strategies
Tennessee
$727K +$1.66K +28 +0.2%
DIP
2031
DT Investment Partners
Pennsylvania
$726K -$274K -4,618 -27%
BPCE
2032
Bank Pictet & Cie (Europe)
Germany
$726K +$734K +12,351 New
KC
2033
Kingfisher Capital
North Carolina
$725K +$2.61K +44 +0.4%
HTHT
2034
Hemenway Trust Hemenway Trust
New Hampshire
$725K +$109K +1,840 +18%
JCIA
2035
Jackson Creek Investment Advisors
Colorado
$723K -$140K -2,357 -16%
PFBT
2036
Parkside Financial Bank & Trust
Missouri
$723K +$47.9K +807 +7%
WCG
2037
Weaver Consulting Group
California
$723K +$83.9K +1,412 +13%
MA
2038
MCF Advisors
Kentucky
$723K +$144K +2,425 +25%
ER
2039
Enlightenment Research
Florida
$723K +$731K +12,300 New
SIC
2040
Samalin Investment Counsel
New York
$722K -$21.5K -362 -3%
RPWA
2041
Regent Peak Wealth Advisors
Georgia
$722K +$137K +2,309 +23%
TC
2042
Trilogy Capital
California
$720K +$3.8K +64 +0.5%
AIM
2043
Alhambra Investment Management
Florida
$718K -$15.7K -264 -2%
APG
2044
Abacus Planning Group
South Carolina
$716K -$71.5K -1,204 -9%
CCWA
2045
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$716K -$1.72K -29 -0.2%
CCM
2046
Canal Capital Management
Virginia
$716K +$26.7K +450 +4%
NPF
2047
Norris Perne & French
Michigan
$714K
SFG
2048
Sowa Financial Group
Rhode Island
$713K +$40K +673 +6%
CCA
2049
Childress Capital Advisors
Texas
$713K +$718K +12,097 New
PCMM
2050
Piedmont Capital Management (Montana)
Montana
$710K +$718K +12,086 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.