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
HSWM
2276
Hubbell Strickland Wealth Management
Louisiana
$478K +$2.5K +42 +0.5%
AWM
2277
Atticus Wealth Management
Florida
$478K +$2.85K +48 +0.6%
NRI
2278
NFP Retirement Inc
California
$477K +$107K +1,795 +28%
KP
2279
Keel Point
Alabama
$477K -$14.2K -239 -3%
CWC
2280
Carolinas Wealth Consulting
North Carolina
$477K -$5.64K -95 -1%
AGA
2281
Arkos Global Advisors
Texas
$477K +$62.2K +1,048 +15%
BA
2282
Birinyi Associates
Connecticut
$476K
BSSFA
2283
Baron Silver Stevens Financial Advisors
Florida
$476K +$482K +8,112 New
CFO
2284
CVA Family Office
Colorado
$475K +$24.6K +414 +5%
SRC
2285
Sage Rhino Capital
California
$472K +$6.24K +105 +1%
SN
2286
Sittner & Nelson
Oregon
$472K +$477K +8,035 New
VFP
2287
Verus Financial Partners
Virginia
$470K -$320K -5,395 -40%
WAS
2288
Winch Advisory Services
Wisconsin
$470K -$9.03K -152 -2%
AWG
2289
Altus Wealth Group
Colorado
$469K +$474K +7,987 New
RP
2290
Rowlandmiller & Partners
Georgia
$468K -$5.94K -100 -1%
SCM
2291
Snow Capital Management
Pennsylvania
$468K -$1.04M -17,583 -69%
VFM
2292
Vivid Financial Management
California
$468K -$20.6K -347 -4%
Q
2293
QVR
California
$468K +$473K +7,966 New
SAG
2294
Spotlight Asset Group
Illinois
$467K -$13.7K -230 -3%
SFG
2295
SageGuard Financial Group
Tennessee
$465K +$470K +7,909 New
TFO
2296
Tarbox Family Office
California
$464K -$3.98K -67 -0.8%
HC
2297
HNP Capital
New York
$460K +$59.4K +1,000 +15%
RGC
2298
Roberts, Glore & Co
Illinois
$459K
STA
2299
Summit Trail Advisors
New York
$458K -$318K -5,347 -41%
ISWM
2300
Independent Solutions Wealth Management
New York
$455K -$17.3K -291 -4%

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.