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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
SBWIC
2301
Schaper Benz & Wise Investment Counsel
Wisconsin
$454K
MMM
2302
Mendel Money Management
Illinois
$454K +$67.1K +1,130 +17%
TW
2303
Towerpoint Wealth
California
$452K +$1.66K +28 +0.4%
KM
2304
Kalos Management
Georgia
$451K -$198K -3,334 -30%
IF
2305
IRON Financial
Illinois
$451K -$34K -573 -7%
LBD
2306
Landsberg Bennett & Dubbaneh
Florida
$448K +$19.1K +321 +4%
AWM
2307
Aberdeen Wealth Management
Illinois
$448K +$45.4K +765 +11%
VRM
2308
Vectors Research Management
New York
$448K +$85.6K +1,442 +23%
FA
2309
Fiducient Advisors
Illinois
$447K +$121K +2,034 +36%
PBO
2310
Peoples Bank (Ohio)
Ohio
$445K +$68.1K +1,147 +18%
FC
2311
FCA Corp
Texas
$444K +$183K +3,084 +69%
22CM
2312
20/20 Capital Management
California
$443K +$4.75K +80 +1%
TCOK
2313
Trust Company of Kansas
Kansas
$443K +$11.6K +196 +3%
SRSA
2314
S.R. Schill & Associates
Washington
$442K
GD
2315
Grandfield & Dodd
New York
$440K +$15.6K +262 +4%
IIA
2316
IPG Investment Advisors
California
$440K +$29.7K +500 +7%
BO
2317
BRR OpCo
Ohio
$439K -$38.7K -652 -8%
CCM
2318
Carlson Capital Management
Minnesota
$439K -$1.07K -18 -0.2%
KS
2319
Karpas Strategies
Connecticut
$439K +$15.1K +255 +4%
MIFH
2320
Migdal Insurance & Financial Holdings
Israel
$438K +$33.9K +571 +8%
SWM
2321
Salvus Wealth Management
New Jersey
$438K +$450K +7,574 New
GAB
2322
German American Bancorp
Indiana
$436K +$72.3K +1,217 +20%
SWP
2323
Summit Wealth Partners
Florida
$435K +$66.3K +1,117 +18%
JGIA
2324
Jackson Grant Investment Advisers
Connecticut
$434K +$475 +8 +0.1%
OL
2325
Optas LLC
Texas
$433K -$281K -4,733 -39%

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.