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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
JF
2176
JSF Financial
California
$566K -$30.5K -513 -5%
PAM
2177
Peak Asset Management
Colorado
$566K +$9.74K +164 +2%
SBL
2178
Sargent Bickham Lagudis
Colorado
$566K +$27.9K +470 +5%
EWM
2179
EPG Wealth Management
Georgia
$566K +$96.5K +1,624 +20%
FNWM
2180
Financial Network Wealth Management
Utah
$565K +$571K +9,610 New
WW
2181
Waterfront Wealth
Kansas
$565K +$571K +9,615 New
Verition Fund Management
2182
Verition Fund Management
Connecticut
$564K +$570K +9,595 New
CAM
2183
Concorde Asset Management
Michigan
$563K +$28.5K +480 +5%
HCP
2184
Hexagon Capital Partners
Arkansas
$561K -$1.66K -28 -0.3%
GPWA
2185
Great Point Wealth Advisors
Massachusetts
$560K -$119 -2 -0%
RAM
2186
Roanoke Asset Management
New Jersey
$559K +$299K +5,030 +112%
BWP
2187
BSW Wealth Partners
Colorado
$558K +$220K +3,702 +64%
FC
2188
Ferris Capital
Massachusetts
$557K +$303K +5,107 +117%
PGAM
2189
Princeton Global Asset Management
New Jersey
$555K +$115K +1,935 +26%
SEP
2190
Southland Equity Partners
Missouri
$554K +$560K +9,437 New
RHDIC
2191
R.H. Dinel Investment Counsel
California
$553K
MA
2192
MJP Associates
Connecticut
$553K +$559K +9,406 New
FWP
2193
Firethorn Wealth Partners
Georgia
$553K +$559K +9,418 New
SFG
2194
StrategIQ Financial Group
Indiana
$552K +$3.09K +52 +0.6%
WDL
2195
Well Done LLC
Michigan
$552K +$17.8K +300 +3%
NAS
2196
Nicolet Advisory Services
Wisconsin
$552K +$18.8K +317 +3%
SAM
2197
Seelaus Asset Management
New Jersey
$552K +$83.4K +1,405 +18%
CS
2198
Capital Square
Tennessee
$551K +$8.97K +151 +2%
SICM
2199
Sustainable Insight Capital Management
New York
$551K +$557K +9,385 New
TC
2200
Truvestments Capital
Florida
$549K +$87.8K +1,479 +19%

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.