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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
JC
2401
Jentner Corp
Ohio
$380K
LAS
2402
Lloyd Advisory Services
Georgia
$379K -$3.68K -62 -1%
HPCM
2403
Hunter Perkins Capital Management
Illinois
$378K +$382K +6,430 New
LA
2404
Legacy Advisors
Pennsylvania
$377K -$61K -1,027 -14%
FFWM
2405
Future Financial Wealth Management
Ohio
$377K +$381K +6,417 New
KIG
2406
Kowal Investment Group
Wisconsin
$376K +$390K +6,559 New
TAM
2407
Townsend Asset Management
North Carolina
$375K +$3.27K +55 +0.9%
PGWM
2408
Parisi Gray Wealth Management
New Jersey
$374K +$1.96K +33 +0.5%
GAM
2409
Gemmer Asset Management
California
$372K -$6.83K -115 -2%
AWM
2410
Arbor Wealth Management
Florida
$371K +$2.79K +47 +0.7%
HFP
2411
Holistic Financial Partners
Indiana
$370K +$24.8K +417 +7%
HFA
2412
High Falls Advisors
New York
$370K +$374K +6,295 New
GTAM
2413
Global Trust Asset Management
Florida
$369K -$382K -6,425 -51%
PRS
2414
Pinkerton Retirement Specialists
Idaho
$369K +$18.8K +316 +5%
GWM
2415
GSB Wealth Management
Connecticut
$367K
TWI
2416
Thomas White International
Illinois
$367K
SWP
2417
ShoreHaven Wealth Partners
New Jersey
$367K +$371K +6,239 New
CCA
2418
Column Capital Advisors
Indiana
$366K +$49.5K +834 +15%
CGA
2419
Crescent Grove Advisors
Illinois
$366K +$85.3K +1,436 +30%
JFS
2420
JD Financial Services
Pennsylvania
$366K +$370K +6,228 New
RWG
2421
Regal Wealth Group
California
$365K +$9.44K +159 +3%
GTCM
2422
Gyon Technologies Capital Management
New Jersey
$365K +$369K +6,220 New
CG
2423
Corundum Group
Colorado
$364K +$71.8K +1,209 +24%
BCM
2424
Bayesian Capital Management
New York
$363K +$129K +2,178 +54%
RIS
2425
Retirement Income Solutions
Michigan
$361K +$22.3K +375 +7%

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.