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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
5L
2376
55I LLC
Massachusetts
$398K -$257K -4,323 -39%
MFW
2377
Mosaic Family Wealth
Missouri
$396K +$56.6K +953 +16%
AF
2378
AtlasMark Financial
Texas
$394K
WFA
2379
WestHill Financial Advisors
California
$393K +$397K +6,688 New
PCMK
2380
Paragon Capital Management (Kansas)
Kansas
$392K -$7.54K -127 -2%
NCM
2381
Northside Capital Management
Oregon
$391K +$14.1K +238 +4%
OLA
2382
Oliver Luxxe Assets
New Jersey
$390K -$46.7K -786 -10%
ECM
2383
Exchange Capital Management
Michigan
$390K
FSCM
2384
Front Street Capital Management
Montana
$390K +$3.8K +64 +1%
SM
2385
Sciencast Management
New Jersey
$390K +$391K +6,586 New
SCI
2386
S&CO Inc
Massachusetts
$390K +$395K +6,645 New
BFC
2387
Bedel Financial Consulting
Indiana
$389K -$16.3K -275 -4%
ME
2388
McIlrath & Eck
Washington
$388K +$3.15K +53 +0.8%
JIP
2389
JBJ Investment Partners
South Carolina
$388K +$76.3K +1,285 +24%
WCM
2390
Windsor Capital Management
Arizona
$387K -$91.3K -1,537 -19%
HHGA
2391
Halbert Hargrove Global Advisors
California
$386K -$11.8K -199 -3%
PG
2392
Prostatis Group
Maryland
$386K +$23K +387 +6%
EWF
2393
Epstein & White Financial
California
$385K -$44.2K -744 -10%
IC
2394
Investment Counsel
Michigan
$385K -$25.2K -425 -6%
FNBSF
2395
First National Bank Sioux Falls
South Dakota
$385K
TIAM2
2396
Tru Independence Asset Management 2
Oregon
$382K +$386K +6,496 New
HWMG
2397
Hurlow Wealth Management Group
Indiana
$381K
PCMC
2398
Paragon Capital Management (Colorado)
Colorado
$381K
AWA
2399
Aaron Wealth Advisors
Illinois
$381K +$386K +6,494 New
BFG
2400
Bouchey Financial Group
New York
$380K -$11.5K -193 -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.