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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
AO
2601
Advisor OS
Illinois
$253K -$43.6K -772 -15%
CA
2602
Centerpoint Advisors
Massachusetts
$253K +$10.8K +191 +5%
BC
2603
Bridgefront Capital
Texas
$252K -$886K -15,709 -78%
MAM
2604
MMA Asset Management
Pennsylvania
$252K -$49.2K -872 -17%
ACP
2605
Aviance Capital Partners
Florida
$252K -$13.6K -241 -5%
RWRC
2606
R.W. Roge & Company
New York
$251K
TIM
2607
Total Investment Management
Arizona
$250K +$3.56K +63 +1%
SMF
2608
Sterling Manor Financial
New York
$250K +$48.4K +857 +25%
FFG
2609
Ford Financial Group
California
$250K +$243K +4,301 New
CFG
2610
Compton Financial Group
Maryland
$249K -$4.91K -87 -2%
RHP
2611
Royal Harbor Partners
Texas
$249K -$4.51K -80 -2%
AFA
2612
Atlanta Financial Associates
Georgia
$249K
BWFA
2613
Baltimore-Washington Financial Advisors
Maryland
$249K +$846 +15 +0.4%
EGWAG
2614
Elwood & Goetz Wealth Advisory Group
Georgia
$248K
W
2615
Wealthquest
Ohio
$247K -$23.3K -413 -9%
PP
2616
PrairieView Partners
Minnesota
$247K +$3.67K +65 +2%
CCM
2617
Chiron Capital Management
Florida
$247K +$8.07K +143 +3%
GWM
2618
Greenhouse Wealth Management
Connecticut
$246K -$102K -1,808 -30%
AI
2619
AXS Investments
New York
$246K +$238K +4,223 New
DMC
2620
Drexel Morgan & Co
Pennsylvania
$244K
IP
2621
Isthmus Partners
Wisconsin
$244K
SDWMA
2622
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$237K +4,193 New
TIM
2623
Thompson Investment Management
Wisconsin
$243K
FI
2624
Fosun International
China
$242K
TF
2625
TRH Financial
Iowa
$242K +$1.52K +27 +0.7%

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.