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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
WIC
2201
Whitegate Investment Counselors
New Hampshire
$548K +$215K +3,628 +64%
LIG
2202
Lokken Investment Group
Delaware
$548K +$554K +9,330 New
B
2203
Bridgeworth
Alabama
$545K -$1.54K -26 -0.3%
BOM
2204
Bank of Marin
California
$544K
TVAMP
2205
Tennessee Valley Asset Management Partners
Tennessee
$544K +$277K +4,660 +101%
OPWM
2206
Oxinas Partners Wealth Management
Indiana
$544K +$550K +9,253 New
RFMS
2207
RWQ Financial Management Services
Florida
$543K +$549K +9,248 New
EI
2208
EDMP Inc
Florida
$539K
PCMC
2209
Private Capital Management (Colorado)
Colorado
$539K +$545K +9,169 New
MAM
2210
Morse Asset Management
Connecticut
$535K -$1.19M -20,116 -69%
RSWM
2211
Robertson Stephens Wealth Management
California
$535K -$4.04K -68 -0.7%
HWM
2212
Howard Wealth Management
Connecticut
$532K -$7.3K -123 -1%
RC
2213
Reik & Co
New York
$531K
FA
2214
Financial Avengers
California
$531K +$537K +9,043 New
PMA
2215
Prudent Man Advisors
Illinois
$530K +$44K +741 +9%
HG
2216
Harbor Group
New Hampshire
$526K +$547K +9,212 New
DW
2217
Domani Wealth
Pennsylvania
$524K -$42.8K -720 -7%
BOS
2218
Bingham Osborn & Scarborough
California
$523K -$54.5K -917 -9%
SWRP
2219
Summit Wealth & Retirement Planning
California
$522K -$1.84K -31 -0.3%
WCM
2220
WealthBridge Capital Management
Ohio
$522K -$1.6K -27 -0.3%
BP
2221
BBR Partners
New York
$522K +$4.16K +70 +0.8%
MHR
2222
Matthew Hamilton Rosenberg
$522K +$64.7K +1,090 +14%
KCA
2223
Karn Couzens & Associates
Connecticut
$522K +$528K +8,892 New
PIA
2224
Perennial Investment Advisors
California
$521K -$9.21K -155 -2%
BMM
2225
Buffington Mohr McNeal
Idaho
$521K +$31.2K +525 +6%

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.