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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
AAM
201
Advisors Asset Management
Colorado
$63.1M +$3.19M +53,779 +5%
BTW
202
Boston Trust Walden
Massachusetts
$62.2M -$8.89M -149,652 -12%
TAM
203
Tocqueville Asset Management
New York
$61M +$450K +7,574 +0.7%
MIM
204
MetLife Investment Management
New Jersey
$59M -$2.63M -44,219 -4%
FAF
205
Första AP-fonden
Sweden
$59M +$14.2M +239,300 +31%
PCA
206
Personal Capital Advisors
California
$58.6M +$3.76M +63,369 +7%
BC
207
Bartlett & Co
Ohio
$57.7M +$201K +3,379 +0.3%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$57.7M +$201K +3,379 +0.3%
RCAMU
209
Rothschild & Co Asset Management US
Connecticut
$57.3M -$19.7M -332,503 -25%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$56.9M +$637K +10,722 +1%
CIM
211
CCLA Investment Management
United Kingdom
$56.8M -$28.9M -486,744 -33%
DC
212
Davenport & Co
Virginia
$56.7M +$95.7K +1,612 +0.2%
MHI
213
Miller Howard Investments
New York
$54.5M -$4M -67,389 -7%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$54.4M -$4.08M -68,628 -7%
HA
215
Homestead Advisers
Virginia
$54.3M -$1.21M -20,400 -2%
FWCM
216
Ferguson Wellman Capital Management
Oregon
$54M +$4.1M +69,044 +8%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$53.8M +$5.94M +100,040 +12%
CIP
218
Cornerstone Investment Partners
Georgia
$53.4M -$2.02M -33,996 -4%
MSE
219
MUFG Securities EMEA
United Kingdom
$52.7M -$28.7M -483,000 -35%
KAS
220
Kestra Advisory Services
Texas
$52.5M +$16.8M +282,168 +45%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$52.5M +$2.45M +41,331 +5%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$52.1M -$19.4M -326,146 -27%
MAM
223
Madison Asset Management
Wisconsin
$51.5M +$484K +8,149 +0.9%
MML Investors Services
224
MML Investors Services
Massachusetts
$51.5M +$1.8M +30,240 +4%
FCI
225
Financial Counselors Inc
Kansas
$51.5M +$1.44M +24,170 +3%

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.