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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
DJYG
2076
David J. Yvars Group
Florida
$680K +$687K +11,569 New
FFC
2077
First Financial Corp
Indiana
$679K -$31.7K -534 -4%
AC
2078
Athanor Capital
New York
$677K -$39.5M -665,724 -98%
JLBC
2079
J.L. Bainbridge & Co
Florida
$674K +$86.7K +1,459 +15%
GDP
2080
Great Diamond Partners
Maine
$672K -$151K -2,539 -18%
FPWM
2081
FSB Premier Wealth Management
Iowa
$672K +$680K +11,445 New
SP
2082
Sarasin & Partners
United Kingdom
$670K -$99.7K -1,679 -13%
OCG
2083
Opus Capital Group
Ohio
$670K +$713 +12 +0.1%
AWA
2084
Acorn Wealth Advisors
Michigan
$669K +$60K +1,011 +10%
ORI
2085
Oak Ridge Investments
Illinois
$668K -$23.3K -393 -3%
MGWM
2086
Marks Group Wealth Management
Minnesota
$668K +$87.6K +1,475 +15%
BFC
2087
Blue Fin Capital
Rhode Island
$668K +$133K +2,233 +24%
LA
2088
Latitude Advisors
Florida
$668K +$675K +11,368 New
HCM
2089
Howland Capital Management
Massachusetts
$667K -$2.91K -49 -0.4%
SRC
2090
Shufro Rose & Co
New York
$666K +$3.27K +55 +0.5%
ECG
2091
Edge Capital Group
Georgia
$664K -$85.3K -1,436 -11%
SIM
2092
SSI Investment Management
California
$663K -$535 -9 -0.1%
CFA
2093
Camarda Financial Advisors
Florida
$660K -$2.67K -45 -0.4%
BAM
2094
Boyar Asset Management
New York
$660K
TC
2095
Tatro Capital
Kentucky
$659K +$297K +5,005 +81%
Financial Engines Advisors
2096
Financial Engines Advisors
California
$656K -$1.25K -21 -0.2%
TCMG
2097
TSP Capital Management Group
New Jersey
$656K +$663K +11,168 New
ARTA
2098
A.R.T. Advisors
New York
$654K -$65.3K -1,100 -9%
TCWM
2099
Total Clarity Wealth Management
Illinois
$652K +$60.6K +1,020 +10%
OIM
2100
Oder Investment Management
California
$651K +$656K +11,053 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.