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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
NAG
2126
Northstar Advisory Group
New Jersey
$623K +$630K +10,608 New
CCM
2127
Chilton Capital Management
Texas
$621K -$71.7K -1,207 -10%
MFG
2128
Menard Financial Group
Texas
$618K -$37.7K -635 -6%
OBWG
2129
Onyx Bridge Wealth Group
New York
$618K +$625K +10,517 New
BLAM
2130
Bourne Lent Asset Management
New York
$617K
SAA
2131
Southeast Asset Advisors
Georgia
$616K +$1.37K +23 +0.2%
ACM
2132
AlphaStar Capital Management
North Carolina
$616K +$128K +2,153 +25%
FC
2133
Fusion Capital
South Carolina
$615K +$57.9K +975 +10%
OCM
2134
One Capital Management
California
$614K +$175K +2,945 +39%
CWP
2135
Concord Wealth Partners
Virginia
$614K +$621K +10,456 New
EWM
2136
Endurance Wealth Management
Rhode Island
$611K
WP
2137
WMS Partners
Maryland
$611K +$34.3K +578 +6%
SGA
2138
Strategic Global Advisors
California
$610K -$3.62M -60,889 -85%
MCM
2139
Manchester Capital Management
Vermont
$610K +$51.9K +873 +9%
SAM
2140
Security Asset Management
New York
$610K +$78.7K +1,325 +15%
NWS
2141
Newport Wealth Strategies
California
$608K
SCM
2142
SOL Capital Management
Maryland
$607K
C
2143
Certuity
Florida
$606K -$85.8K -1,444 -12%
HT
2144
Heritage Trust
Oklahoma
$603K +$17K +287 +3%
SWA
2145
SOA Wealth Advisors
New York
$602K +$651K +10,955 New
CHAM
2146
Clear Harbor Asset Management
Connecticut
$599K -$108K -1,816 -15%
TCM
2147
Tributary Capital Management
Nebraska
$598K -$137K -2,300 -18%
NIM
2148
NuWave Investment Management
New Jersey
$598K +$499K +8,404 +472%
AF
2149
Affiance Financial
Minnesota
$597K +$14.7K +248 +3%
MWM
2150
Marietta Wealth Management
Georgia
$596K -$359K -6,044 -37%

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.