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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
AFC
2326
AFT Forsyth & Company
Florida
$432K -$19.3K -325 -4%
FSC
2327
Full Sail Capital
Oklahoma
$431K -$8.61K -145 -2%
WCM
2328
Washburn Capital Management
Florida
$430K -$35.6K -600 -8%
TCM
2329
Tradewinds Capital Management
Washington
$430K +$43.6K +734 +11%
WG
2330
Watchman Group
Texas
$429K -$90.5K -1,524 -17%
GG
2331
GenWealth Group
New Jersey
$429K -$43.7K -735 -9%
FBP
2332
Flippin Bruce & Porter
Virginia
$429K
NPPM
2333
North Point Portfolio Managers
Ohio
$429K +$17.8K +300 +4%
DPI
2334
Diversified Portfolios Inc
Michigan
$425K +$64K +1,077 +18%
JWCA
2335
J.W. Coons Advisors
Ohio
$424K -$11.8K -199 -3%
BFG
2336
Barber Financial Group
Kansas
$424K +$891 +15 +0.2%
CNB
2337
Camden National Bank
Maine
$423K -$40.6K -684 -9%
TWM
2338
TMD Wealth Management
Arizona
$423K +$428K +7,202 New
CPA
2339
Capital Planning Advisors
California
$421K +$33.3K +560 +8%
TWP
2340
Tower Wealth Partners
Pennsylvania
$420K +$424K +7,142 New
BIG
2341
Boothe Investment Group
Delaware
$419K -$12.7K -214 -3%
YMRC
2342
Yorktown Management & Research Company
Virginia
$419K
SEIA
2343
Signature Estate & Investment Advisors
California
$419K +$23.4K +394 +6%
HAS
2344
HBW Advisory Services
California
$417K -$182K -3,057 -30%
HCM
2345
Hilton Capital Management
New York
$417K -$8.55K -144 -2%
MIM
2346
Merrion Investment Management
New Jersey
$416K +$420K +7,075 New
AC
2347
Apella Capital
Connecticut
$415K +$6.47K +109 +2%
LC
2348
Landaas & Company
Wisconsin
$414K -$12.9K -217 -3%
FNBOH
2349
First National Bank of Hutchinson
Kansas
$414K +$67.6K +1,139 +18%
PS
2350
Planned Solutions
California
$413K +$21.1K +355 +5%

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.