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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
TC
2051
Trust Company
Kansas
$707K -$11.5K -193 -2%
SIC
2052
SFE Investment Counsel
California
$706K -$27.6K -465 -4%
BA
2053
Ballast Advisors
Minnesota
$705K -$3.74K -63 -0.5%
PAWC
2054
P.A.W. Capital
Connecticut
$705K
BHTS
2055
Bar Harbor Trust Services
Maine
$704K -$130K -2,181 -15%
GA
2056
Greytown Advisors
Florida
$703K -$172K -2,888 -19%
PFM
2057
Parsec Financial Management
North Carolina
$703K +$60.6K +1,021 +9%
SCG
2058
Sonata Capital Group
Washington
$702K -$89.1K -1,500 -11%
FWM
2059
Fairhaven Wealth Management
Illinois
$701K +$2.61K +44 +0.4%
LF
2060
LifeSteps Financial
California
$700K -$32.5K -548 -4%
ST
2061
Somerset Trust
Pennsylvania
$697K +$29.3K +493 +4%
WA
2062
Wealth Advisors
California
$697K +$234K +3,945 +50%
AAM
2063
Arabesque Asset Management
United Kingdom
$696K +$704K +11,847 New
VCM
2064
Versant Capital Management
Arizona
$694K -$104K -1,757 -13%
BWCS
2065
Beirne Wealth Consulting Services
Connecticut
$694K +$9.09K +153 +1%
ICP
2066
Interchange Capital Partners
Pennsylvania
$694K +$702K +11,820 New
AAM
2067
AMI Asset Management
California
$692K +$10.8K +181 +2%
GC
2068
Gilbert & Cook
Iowa
$692K +$101K +1,702 +17%
BWM
2069
Baystate Wealth Management
Massachusetts
$689K -$4.04K -68 -0.6%
CA
2070
Capital Advantage
California
$689K +$52K +875 +8%
BMCM
2071
Burns Matteson Capital Management
New York
$687K +$694K +11,688 New
SWMG
2072
Strategic Wealth Management Group
Maryland
$686K +$195K +3,285 +39%
HAM
2073
Hammer Asset Management
California
$685K -$49.8K -839 -7%
AI
2074
Accredited Investors
Minnesota
$684K +$11.5K +194 +2%
I2I
2075
Insight 2811 Inc
Illinois
$684K +$692K +11,650 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.