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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
WIA
2551
Westbourne Investment Advisors
Maryland
$278K -$169 -3 -0.1%
MAG
2552
Mayfair Advisory Group
Alabama
$278K +$11.4K +202 +4%
TFGT
2553
TS Financial Group (TSFG)
Illinois
$278K +$24.8K +440 +10%
LI
2554
Lafayette Investments
Maryland
$277K -$2.93K -52 -1%
RWI
2555
Red Wave Investments
Pennsylvania
$277K +$9.88K +175 +4%
GAM
2556
Gould Asset Management
California
$277K +$269K +4,764 New
CA
2557
CGN Advisors
Kansas
$276K -$1.19K -21 -0.4%
MAS
2558
Managed Account Services
Florida
$276K -$226 -4 -0.1%
SAM
2559
Shikiar Asset Management
New York
$276K +$31K +550 +13%
AWM
2560
Aries Wealth Management
Maine
$274K -$71.7K -1,270 -21%
NEWAS
2561
N.E.W. Advisory Services
Wisconsin
$274K +$43.5K +770 +19%
NAM
2562
North American Management
Massachusetts
$273K -$10.2K -180 -4%
SPI
2563
Santori & Peters Inc
Pennsylvania
$273K -$5.98K -106 -2%
SFFS
2564
Stonehage Fleming Financial Services
Jersey
$273K
TA
2565
Trellis Advisors
Washington
$272K -$10.2K -180 -4%
PFA
2566
Paradigm Financial Advisors
Missouri
$272K
RWM
2567
RKL Wealth Management
Pennsylvania
$271K -$128K -2,262 -33%
MAP
2568
Milestone Advisory Partners
North Carolina
$270K
PWM
2569
Prentice Wealth Management
New York
$269K +$261K +4,628 New
MF
2570
Montis Financial
Massachusetts
$268K +$226 +4 +0.1%
SFP
2571
Sterling Financial Planning
New Jersey
$267K +$2.65K +47 +1%
BMCM
2572
Bryn Mawr Capital Management
Pennsylvania
$266K -$62.5K -1,108 -20%
AGA
2573
Accuvest Global Advisors
Utah
$266K +$258K +4,579 New
6F
2574
626 Financial
Michigan
$266K +$294K +5,218 New
FNBOH
2575
First National Bank of Hutchinson
Kansas
$265K -$170K -3,015 -40%

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.