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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
SIA
2226
Soltis Investment Advisors
Utah
$521K +$137K +2,310 +35%
PWAG
2227
Polaris Wealth Advisory Group
California
$520K
PCTC
2228
Perkins Coie Trust Company
Washington
$519K
WAG
2229
Winthrop Advisory Group
Massachusetts
$519K +$74.7K +1,258 +17%
MS
2230
Maven Securities
Jersey
$519K +$525K +8,832 New
RI
2231
Ridgewood Investments
New Jersey
$518K
MW
2232
MBL Wealth
North Carolina
$518K +$524K +8,822 New
JPLA
2233
Joseph P. Lucia & Associates
New York
$516K +$319K +5,363 +157%
TI
2234
Trexquant Investment
Connecticut
$515K +$111K +1,862 +27%
LA
2235
LexAurum Advisors
Kansas
$515K +$138K +2,330 +36%
NJBEST
2236
New Jersey Better Educational Savings Trust
New Jersey
$513K -$301K -5,064 -37%
ACH
2237
ArrowMark Colorado Holdings
Colorado
$512K
HIC
2238
Hartline Investment Corp
Illinois
$512K +$3.09K +52 +0.6%
LWP
2239
Legacy Wealth Planning
Nevada
$511K -$1.66K -28 -0.3%
CS
2240
Cannell & Spears
New York
$511K +$134K +2,258 +35%
PFO
2241
Pathstone Family Office
New Jersey
$511K +$203K +3,424 +65%
SWA
2242
Sax Wealth Advisors
New Jersey
$511K +$517K +8,698 New
FCFC
2243
First Citizens Financial Corp
Iowa
$508K -$91.8K -1,545 -15%
MA
2244
MONECO Advisors
Connecticut
$508K +$2.44K +41 +0.5%
HCM
2245
Hollencrest Capital Management
California
$508K +$62.4K +1,051 +14%
MFW
2246
Meristem Family Wealth
Minnesota
$505K -$950 -16 -0.2%
BL
2247
Balentine LLC
Georgia
$505K +$60.6K +1,020 +13%
SFG
2248
Sunburst Financial Group
Alabama
$505K +$66.2K +1,115 +15%
CF
2249
Copperwynd Financial
Arizona
$504K -$10.2K -171 -2%
GCAC
2250
Guardian Capital Advisors (Canada)
Ontario, Canada
$503K +$49.6K +835 +11%

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.