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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
GFPC
2451
Global Financial Private Client
Florida
$342K +$3.09K +52 +0.9%
TWM
2452
Titus Wealth Management
California
$342K +$19.5K +328 +6%
FSG
2453
Financial Strategies Group
Michigan
$342K +$99.1K +1,669 +40%
PHK
2454
Point72 Hong Kong
Hong Kong
$341K -$4.46M -75,145 -93%
JFA
2455
JNBA Financial Advisors
Minnesota
$341K +$2.14K +36 +0.6%
BWA
2456
Burt Wealth Advisors
Maryland
$340K
TCM
2457
Traynor Capital Management
Pennsylvania
$339K -$18.4K -310 -5%
OWM
2458
OneAscent Wealth Management
Alabama
$339K +$342K +5,764 New
CFAM
2459
Center For Asset Management
Florida
$339K +$343K +5,770 New
FA
2460
Fountainhead AM
New Jersey
$339K +$343K +5,771 New
SLF
2461
Sun Life Financial
Ontario, Canada
$337K -$336K -5,649 -50%
DI
2462
Diligent Investors
California
$337K +$2.32K +39 +0.7%
KFA
2463
Krane Funds Advisors
New York
$336K -$40.3K -679 -11%
VWA
2464
VERITY Wealth Advisors
United States
$336K +$5.52K +93 +2%
HP
2465
HT Partners
Connecticut
$335K +$1.37K +23 +0.4%
SIC
2466
Sigma Investment Counselors
Michigan
$335K +$339K +5,705 New
SPC
2467
Stewart & Patten Company
California
$334K +$18.6K +313 +6%
HS
2468
Haafor (Singapore)
Singapore
$334K +$70.6K +1,189 +26%
CCP
2469
Cardan Capital Partners
Colorado
$334K +$80K +1,347 +31%
BMCM
2470
Bryn Mawr Capital Management
Pennsylvania
$333K -$35.2K -592 -9%
VCM
2471
Vigilant Capital Management
Maine
$332K -$18K -303 -5%
AA
2472
Aufman Associates
Pennsylvania
$330K -$3.98K -67 -1%
SFS
2473
Summit Financial Strategies
Ohio
$330K +$5.41K +91 +2%
RWA
2474
Redhawk Wealth Advisors
Minnesota
$329K -$574K -9,661 -63%
PFA
2475
Pettinga Financial Advisors
Indiana
$329K -$42K -707 -11%

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.