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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
PL
2426
Parthenon LLC
Kentucky
$361K +$53.5K +900 +17%
MAM
2427
Marotta Asset Management
Virginia
$360K -$6.36K -107 -2%
KCM
2428
Kendall Capital Management
Maryland
$360K
SFSIG
2429
San Francisco Sentry Investment Group
California
$360K +$19.9K +335 +6%
CSM
2430
CAMG Solamere Management
North Carolina
$358K -$1.64M -27,577 -82%
AFA
2431
American Financial Advisors
Georgia
$358K +$24.6K +414 +7%
GWM
2432
Greenhouse Wealth Management
Connecticut
$355K +$359K +6,040 New
AL
2433
ADE LLC
Maryland
$354K +$357K +6,019 New
TLCM
2434
Twin Lakes Capital Management
California
$354K +$358K +6,027 New
GWA
2435
GGM Wealth Advisors
Maryland
$354K +$369K +6,214 New
GM
2436
GeoWealth Management
Illinois
$352K +$82.1K +1,382 +30%
MPW
2437
Monterey Private Wealth
California
$351K -$2.5K -42 -0.7%
AC
2438
Addison Capital
Pennsylvania
$351K +$144K +2,418 +68%
HGWM
2439
Horst & Graben Wealth Management
Oregon
$350K +$13.6K +229 +4%
SL
2440
Savior LLC
Massachusetts
$350K +$19.5K +328 +6%
TNA
2441
True North Advisors
Texas
$349K -$76.6K -1,289 -18%
SIA
2442
SkyView Investment Advisors
New Jersey
$349K +$353K +5,947 New
TCM
2443
Towercrest Capital Management
Pennsylvania
$348K +$79.3K +1,336 +29%
AWM
2444
Aries Wealth Management
Maine
$347K -$27K -455 -7%
OQS
2445
Occudo Quantitative Strategies
Florida
$347K +$351K +5,912 New
BMC
2446
Benin Management Corp
Connecticut
$345K
SCM
2447
Stonehearth Capital Management
Massachusetts
$345K +$53.3K +898 +18%
CM
2448
Capula Management
Cayman Islands
$344K +$348K +5,860 New
PPW
2449
Pasadena Private Wealth
California
$343K -$20.8K -350 -6%
TFM
2450
TFC Financial Management
Massachusetts
$343K +$297 +5 +0.1%

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.