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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
RG
2651
Renaissance Group
Kentucky
$229K +$4.97K +88 +2%
MPW
2652
MA Private Wealth
California
$228K +$221K +3,925 New
ICG
2653
InterOcean Capital Group
Tennessee
$227K +$21.1K +374 +11%
ACA
2654
Affinity Capital Advisors
California
$226K +$339 +6 +0.2%
BWA
2655
Beam Wealth Advisors
Louisiana
$226K +$16.9K +300 +8%
EFL
2656
ERn Financial LLC
Wisconsin
$226K +$23.4K +414 +12%
PCA
2657
Pallas Capital Advisors
Massachusetts
$226K +$215K +3,805 New
LAM
2658
L2 Asset Management
Massachusetts
$226K +$220K +3,893 New
CNBT
2659
Cornerstone National Bank & Trust
Illinois
$226K +$219K +3,880 New
BRA
2660
Bender Robert & Associates
California
$225K
DWP
2661
Destiny Wealth Partners
Florida
$224K -$252K -4,470 -54%
SAS
2662
Sanford Advisory Services
Michigan
$224K
LFG
2663
Larson Financial Group
Missouri
$223K +$62.1K +1,101 +40%
AIM
2664
Arcadia Investment Management
Michigan
$222K +$29.6K +525 +16%
EE
2665
EWG Elevate
California
$221K -$1.35K -24 -0.6%
WAS
2666
Wealth Advisory Solutions
Indiana
$221K +$377K +6,687 +19%
BCM
2667
Brown Capital Management
Maryland
$220K
EW
2668
Element Wealth
Mississippi
$220K +$2.77K +49 +1%
IAP
2669
Indie Asset Partners
Indiana
$219K -$25.1K -445 -11%
WPA
2670
Winning Points Advisors
Florida
$219K +$7.67K +136 +4%
KFS
2671
Kelly Financial Services
Massachusetts
$219K +$734 +13 +0.3%
SFPG
2672
Stonebridge Financial Planning Group
Florida
$218K -$15.2K -270 -7%
MA
2673
Modus Advisors
Minnesota
$218K -$8.41K -149 -4%
QCI
2674
Quaker Capital Investments
Pennsylvania
$218K
GC
2675
Garde Capital
Washington
$216K +$19.6K +347 +10%

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.