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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
PCM
2351
Perritt Capital Management
Illinois
$413K +$79.1K +1,331 +23%
NA
2352
Navellier & Associates
Nevada
$411K -$37.3K -628 -8%
AIA
2353
AIMZ Investment Advisors
California
$411K
TPW
2354
Tiller Private Wealth
Pennsylvania
$410K +$15.5K +261 +4%
BWM
2355
Birchcreek Wealth Management
Ohio
$410K +$415K +6,983 New
CG
2356
CFO4Life Group
Texas
$409K -$67.8K -1,141 -14%
LIA
2357
LBMC Investment Advisors
Tennessee
$409K +$22.6K +380 +6%
RIM
2358
Rockbridge Investment Management
New York
$409K +$41.3K +696 +11%
BCM
2359
Bienville Capital Management
New York
$408K -$193K -3,250 -32%
MWC
2360
MBM Wealth Consultants
Missouri
$408K -$34.2K -575 -8%
SPP
2361
Single Point Partners
Massachusetts
$408K +$6.41K +108 +2%
UWM
2362
USAdvisors Wealth Management
Minnesota
$408K +$110K +1,852 +36%
RWM
2363
RKL Wealth Management
Pennsylvania
$407K -$43.7K -735 -10%
CIC
2364
Chase Investment Counsel
Virginia
$407K -$35.8K -602 -8%
DDPIC
2365
Deroy & Devereaux Private Investment Counsel
Michigan
$407K
CFO
2366
Collective Family Office
Pennsylvania
$407K +$411K +6,922 New
HCM
2367
Harvey Capital Management
Florida
$405K +$23.8K +400 +6%
EGM
2368
Engineers Gate Manager
New York
$404K -$42.5K -715 -9%
CF
2369
Corrigan Financial
Rhode Island
$403K +$41K +691 +11%
JWA
2370
JFS Wealth Advisors
Pennsylvania
$403K +$7.37K +124 +2%
CIA
2371
Compass Ion Advisors
Pennsylvania
$403K +$8.02K +135 +2%
AIM
2372
Allen Investment Management
New York
$403K +$60.9K +1,025 +18%
SAF
2373
Smith Anglin Financial
Texas
$402K +$406K +6,843 New
PAMP
2374
Polar Asset Management Partners
Ontario, Canada
$400K +$404K +6,804 New
F
2375
F3Logic
Minnesota
$399K +$10.8K +182 +3%

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.