We are live on ! Find out more

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
KWM
2251
Keebeck Wealth Management
Illinois
$503K +$161K +2,703 +46%
OWA
2252
Outlook Wealth Advisors
Texas
$502K -$27.1K -456 -5%
HIS
2253
Horizon Investment Services
Indiana
$502K -$17.7K -298 -3%
FAM
2254
Flaharty Asset Management
Florida
$502K +$280K +4,708 +123%
AS
2255
Altshuler Shaham
Israel
$499K -$235K -3,955 -32%
CA
2256
Cambridge Advisors
Nebraska
$499K -$2.91K -49 -0.6%
GBBWRPM
2257
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$498K -$34.5K -581 -6%
PAG
2258
Pinnacle Advisory Group
Maryland
$498K +$83.8K +1,411 +20%
TCMP
2259
Thrive Capital Management (Pennsylvania)
Pennsylvania
$498K +$504K +8,479 New
DE
2260
Day & Ennis
Georgia
$497K +$33.3K +560 +7%
LK
2261
Lumbard & Kellner
New Hampshire
$497K +$503K +8,471 New
LRPA
2262
L. Roy Papp & Associates
Arizona
$495K -$18.4K -309 -4%
IFAM
2263
Institutional & Family Asset Management
Colorado
$495K -$15.2K -256 -3%
CCM
2264
Condor Capital Management
New Jersey
$495K +$4.57K +77 +0.9%
SFP
2265
Shepherd Financial Partners
Massachusetts
$495K +$115K +1,931 +30%
KF
2266
Krilogy Financial
Missouri
$492K +$2.14K +36 +0.4%
RSC
2267
Red Spruce Capital
Pennsylvania
$492K +$41.2K +694 +9%
AG
2268
AIA Group
Hong Kong
$492K +$534K +8,988 New
FWM
2269
Foresight Wealth Management
Utah
$491K -$56.8K -956 -10%
DWP
2270
Destiny Wealth Partners
Florida
$489K +$494K +8,318 New
LC
2271
Lindbrook Capital
California
$481K +$8.31K +140 +2%
CFA
2272
Capstone Financial Advisors
Illinois
$480K +$106K +1,792 +28%
AWA
2273
Alta Wealth Advisors
Massachusetts
$480K +$485K +8,163 New
LWM
2274
Liberty Wealth Management
California
$479K +$85.1K +1,432 +19%
PFA
2275
Pinnacle Family Advisors
Missouri
$479K +$484K +8,146 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.