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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
CWM
2576
Chronos Wealth Management
Florida
$265K -$1.92K -34 -0.7%
BA
2577
Bridgewater Advisors
New York
$265K +$256K +4,536 New
OCM
2578
Oakwood Capital Management
California
$264K -$5.11M -90,598 -95%
WAM
2579
Winslow Asset Management
Ohio
$264K
SA
2580
Sicart Associates
New York
$264K +$9.14K +162 +4%
LFA
2581
Landmark Financial Advisors
Kentucky
$264K +$257K +4,546 New
BDF
2582
Black Diamond Financial
Maryland
$263K -$22.6K -400 -8%
SAM
2583
Smithbridge Asset Management
Pennsylvania
$263K
AAIM
2584
Asset Advisors Investment Management
Georgia
$262K -$8.8M -155,862 -97%
SI
2585
Scharf Investments
California
$262K -$6.55M -116,043 -96%
SPC
2586
Stewart & Patten Company
California
$261K -$67.6K -1,198 -21%
EPP
2587
ETF Portfolio Partners
Kansas
$261K
MFS
2588
Mirabella Financial Services
United Kingdom
$261K +$253K +4,489 New
JFGLC
2589
Johnson Financial Group LLC (Colorado)
Colorado
$260K +$253K +4,475 New
LCM
2590
Laurion Capital Management
New York
$259K -$1.44M -25,582 -85%
RWM
2591
Reston Wealth Management
Virginia
$259K +$10.8K +192 +5%
AWMG
2592
Alliance Wealth Management Group
New Jersey
$258K -$51.7K -917 -17%
1W
2593
1776 Wealth
Georgia
$258K -$33.2K -588 -12%
PWA
2594
Physician Wealth Advisors
Utah
$258K +$28.2K +500 +13%
HC
2595
HNP Capital
New York
$257K -$192K -3,409 -44%
HWM
2596
Hemington Wealth Management
Virginia
$257K -$19.6K -348 -7%
RFMS
2597
RWQ Financial Management Services
Florida
$256K -$274K -4,848 -52%
RC
2598
RBO & Co
California
$256K
AIG
2599
American International Group
New York
$256K -$14.5M -256,458 -6%
FMP
2600
Financial Management Professionals
Texas
$255K +$116K +2,057 +89%

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.