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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
NAM
2151
Nexpoint Asset Management
Texas
$588K -$535K -9,000 -47%
EIA
2152
Eldridge Investment Advisors
New Hampshire
$588K +$356 +6 +0.1%
MCA
2153
Magnolia Capital Advisors
Mississippi
$587K +$15.7K +264 +3%
PA
2154
PSI Advisors
Florida
$585K -$21.7K -366 -4%
ATWA
2155
Arbor Trust Wealth Advisors
Michigan
$585K +$591K +9,951 New
FC
2156
Financial Consulate
Maryland
$584K -$40.1K -676 -6%
Edgewood Management
2157
Edgewood Management
Connecticut
$583K
SIS
2158
Sound Income Strategies
Florida
$580K +$55.9K +941 +11%
AAP
2159
Arax Advisory Partners
Colorado
$579K -$4.16K -70 -0.7%
TF
2160
TimeScale Financial
Massachusetts
$579K +$35.7K +601 +7%
MWPCG
2161
Measured Wealth Private Client Group
New Hampshire
$578K -$382K -6,436 -40%
BCP
2162
Berkeley Capital Partners
Georgia
$577K -$6.77K -114 -1%
KWA
2163
KCS Wealth Advisory
California
$577K -$3.62K -61 -0.6%
AWAP
2164
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$576K +$583K +9,810 New
MWM
2165
Mattern Wealth Management
Kansas
$574K -$8.91K -150 -2%
PP
2166
PDS Planning
Ohio
$574K +$20.7K +349 +4%
LS
2167
Leelyn Smith
Illinois
$573K +$6.89K +116 +1%
ATFA
2168
All Terrain Financial Advisors
Minnesota
$572K -$21.9K -369 -4%
BI
2169
Ballast Inc
Kentucky
$571K -$22.9K -385 -4%
ADBIC
2170
A.D. Beadell Investment Counsel
Wisconsin
$570K +$63K +1,060 +12%
EM
2171
ELCO Management
New York
$569K -$439K -7,392 -43%
LCM
2172
Landscape Capital Management
New Jersey
$569K
VCS
2173
Vaughan & Co Securities
New Jersey
$568K -$14.6K -246 -2%
PWM
2174
Paulson Wealth Management
Illinois
$567K +$1.54K +26 +0.3%
BFS
2175
Bickling Financial Services
Massachusetts
$567K +$573K +9,655 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.