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2,840 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,460 increasing their positions, 1,038 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,460 | Existing positions reduced: 1,038

30% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 122

21% more call options, than puts

Call options by funds: $1.72B | Put options by funds: $1.43B

0% more funds holding

Funds holding: 2,8362,840 (+4)

3% less capital invested

Capital invested by funds: $163B → $157B (-$5.34B)

1.3% less ownership

Funds ownership: 66.79%65.49% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 131105 (-26)

Holders
2,840
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
49.87%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.84%
New
159
Increased
1,460
Reduced
1,038
Closed
122
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2476
SP Asset Management
California
$320K +$903 +16 +0.3%
RAM
2477
Riggs Asset Management
Pennsylvania
$319K -$3.61M -64,030 -92%
GIP
2478
Greatmark Investment Partners
Georgia
$319K
PO
2479
Private Ocean
California
$319K +$27.1K +481 +10%
TCM
2480
Traynor Capital Management
Pennsylvania
$318K -$17.1K -303 -5%
LCM
2481
LCM Capital Management
Illinois
$318K -$7.34K -130 -2%
BFA
2482
Brendel Financial Advisors
New Hampshire
$318K
RW
2483
REDW Wealth
New Mexico
$318K +$451 +8 +0.1%
KCM
2484
Kendall Capital Management
Maryland
$317K -$37.7K -668 -11%
SIC
2485
Sigma Investment Counselors
Michigan
$317K -$14.1K -249 -4%
FCM
2486
Firestone Capital Management
Florida
$317K
CIA
2487
Compass Ion Advisors
Pennsylvania
$316K -$80K -1,417 -21%
CIAS
2488
CBIZ Investment Advisory Services
Ohio
$316K
NED
2489
Nancy E. Dempze
$315K
QWM
2490
Quaker Wealth Management
New Jersey
$314K +$64.3K +1,139 +27%
HFA
2491
High Falls Advisors
New York
$313K -$51K -904 -14%
HP
2492
HT Partners
Connecticut
$313K -$18.5K -328 -6%
PFWA
2493
Paces Ferry Wealth Advisors
Georgia
$312K +$103K +1,824 +51%
WLIM
2494
White Lighthouse Investment Management
Massachusetts
$311K -$5.42K -96 -2%
FMN
2495
Financial Management Network
California
$311K +$3.89K +69 +1%
APW
2496
Acima Private Wealth
Virginia
$310K
SL
2497
Savior LLC
Massachusetts
$308K -$37.1K -657 -11%
LWMG
2498
Levy Wealth Management Group
Pennsylvania
$308K -$8.97K -159 -3%
NA
2499
Nottingham Advisors
New York
$306K -$8.8K -156 -3%
ACM
2500
AUA Capital Management
Pennsylvania
$306K

VZ Hedge Fund Activity: Q1 2021 in Review

2,840 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2021, worth a combined $157B — down 3.3% from $163B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VZ positions and 122 closed out — a net gain of 37 holders — while 1,460 added to existing stakes and 1,038 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $683M. The largest seller was Capital International Investors, cutting an estimated $973M.

  • 2,840 institutional investors held Verizon (VZ) as of Q1 2021, up from 2,836 in Q4 2020.
  • Funds reported $157B of Verizon stock for Q1 2021, down 3.3% quarter-over-quarter.
  • 159 funds opened new Verizon positions in Q1 2021 and 122 closed out, a net change of +37 holders.
  • The largest Verizon buyer in Q1 2021 was Berkshire Hathaway, an estimated $683M added.
  • The largest Verizon seller in Q1 2021 was Capital International Investors, an estimated $973M sold.

Based on aggregated 13F filings for Q1 2021.