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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
AMM
2501
American Money Management
California
$306K +$11.3K +201 +4%
PL
2502
Parthenon LLC
Kentucky
$305K -$50.8K -900 -15%
BCA
2503
Biltmore Capital Advisors
New Jersey
$305K +$4.01K +71 +1%
LIM
2504
Lathrop Investment Management
Arkansas
$305K +$5.64K +100 +2%
MAA
2505
Mraz Amerine & Associates
California
$302K
CWA
2506
Clearview Wealth Advisors
Oregon
$301K +$451 +8 +0.2%
CL
2507
CIM LLC
New York
$301K +$2.43K +43 +0.9%
CISOA
2508
Capital Investment Services of America
Wisconsin
$301K +$7.73K +137 +3%
CPC
2509
Congress Park Capital
New York
$301K +$292K +5,170 New
SSA
2510
South Street Advisors
New York
$300K
HWA
2511
HHM Wealth Advisors
Tennessee
$300K +$7.9K +140 +3%
SC
2512
Steph & Co
Wisconsin
$300K +$112K +1,986 +63%
AWM
2513
Atticus Wealth Management
Florida
$299K -$169K -2,990 -37%
SA
2514
Stewardship Advisors
Pennsylvania
$299K -$19.8K -351 -6%
NFG
2515
Northeast Financial Group
Pennsylvania
$298K +$58.1K +1,030 +25%
UWM
2516
USAdvisors Wealth Management
Minnesota
$298K -$104K -1,848 -27%
RF
2517
Rollins Financial
Georgia
$297K +$62.4K +1,106 +28%
AL
2518
ADE LLC
Maryland
$296K -$52.8K -935 -16%
PTB
2519
Pioneer Trust Bank
Oregon
$296K -$56 -1 -0%
DDPIC
2520
Deroy & Devereaux Private Investment Counsel
Michigan
$294K -$106K -1,877 -27%
DCM
2521
Driehaus Capital Management
Illinois
$293K -$451 -8 -0.2%
AFS
2522
Axiom Financial Strategies
Indiana
$293K +$5.81K +103 +2%
CWA
2523
Capital Wealth Alliance
Arizona
$293K +$61.6K +1,091 +28%
SIA
2524
SkyView Investment Advisors
New Jersey
$292K -$52.1K -924 -16%
TCM
2525
Towercrest Capital Management
Pennsylvania
$292K -$51.7K -917 -15%

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.