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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
LB
2101
Legacy Bridge
Iowa
$650K +$197K +3,325 +43%
TCM
2102
Tuttle Capital Management
Connecticut
$650K +$202K +3,405 +44%
FAT
2103
First American Trust
California
$649K +$34.5K +581 +6%
BCM
2104
Buckhead Capital Management
Georgia
$649K +$46K +775 +8%
SDH
2105
Sloy Dahl & Holst
Washington
$649K +$53.6K +903 +9%
BCA
2106
Berman Capital Advisors
Georgia
$648K +$83K +1,397 +14%
SG
2107
Swarthmore Group
Pennsylvania
$647K -$7.24M -121,830 -92%
SA
2108
Shilanski & Associates
Alaska
$646K -$10.2K -171 -2%
WDG
2109
Wealth Dimensions Group
Ohio
$643K +$650K +10,945 New
SWMP
2110
Signature Wealth Management Partners
New Jersey
$643K +$650K +10,951 New
WA
2111
Wealth Architects
California
$642K -$36.5K -614 -5%
PWM
2112
Palumbo Wealth Management
New York
$640K +$647K +10,900 New
OBGC
2113
O'Brien Greene & Co
Pennsylvania
$637K +$365K +6,147 +131%
MFGM
2114
Marshall Financial Group (Maryland)
Maryland
$637K +$644K +10,844 New
LFASL
2115
Lugano Financial Advisors SA (LFA)
Switzerland
$635K +$391K +6,580 +156%
BWM
2116
BCGM Wealth Management
Indiana
$635K +$696K +11,717 New
ECM
2117
Elgethun Capital Management
South Dakota
$634K +$10.2K +171 +2%
OWP
2118
Obermeyer Wealth Partners
Colorado
$631K +$31.1K +524 +5%
SIC
2119
Shoker Investment Counsel
Ohio
$628K +$136K +2,285 +27%
MA
2120
Mezzasalma Advisors
New Jersey
$628K +$635K +10,688 New
ACA
2121
Atlas Capital Advisors
Wyoming
$628K
ASBI
2122
American State Bank (Iowa)
Iowa
$627K +$634K +10,679 New
JPMIA
2123
J.P. Marvel Investment Advisors
Massachusetts
$626K
HCM
2124
Highlander Capital Management
New Jersey
$626K +$5.58K +94 +0.9%
CC
2125
Centiva Capital
New York
$624K -$1.1M -18,484 -64%

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.