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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
VC
451
Vestor Capital
Illinois
$15.3M -$17.7K -314 -0.1%
NSAM
452
North Star Asset Management
Wisconsin
$15.3M +$468K +8,290 +3%
RFA
453
Reilly Financial Advisors
California
$15.2M +$573K +10,152 +4%
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$15.2M
FNBT
455
FineMark National Bank & Trust
Florida
$15.1M +$526K +9,319 +4%
Impax Asset Management Group
456
Impax Asset Management Group
United Kingdom
$15.1M +$7.6M +134,690 +107%
MYAM
457
Meiji Yasuda Asset Management
Japan
$15.1M +$4.44M +78,653 +44%
AI
458
Atria Investments
North Carolina
$15M +$570K +10,100 +4%
PWP
459
Private Wealth Partners
California
$14.9M +$3.19M +56,597 +28%
WCM
460
Wedge Capital Management
North Carolina
$14.9M -$101K -1,785 -0.7%
BCP
461
Blue Chip Partners
Michigan
$14.9M -$17K -301 -0.1%
LSERS
462
Louisiana State Employees Retirement System
Louisiana
$14.9M -$22.6K -400 -0.2%
CIS
463
Connors Investor Services
Pennsylvania
$14.9M -$137K -2,422 -0.9%
TU
464
TDAM USA
Ontario, Canada
$14.7M -$548K -9,715 -4%
ETC
465
Exchange Traded Concepts
Oklahoma
$14.7M -$547K -9,691 -4%
CSS
466
Cubist Systematic Strategies
Connecticut
$14.6M +$9.43M +167,036 +197%
SPC
467
Sigma Planning Corp
Michigan
$14.6M +$1.48M +26,221 +12%
SWP
468
Stratos Wealth Partners
Ohio
$14.6M -$234K -4,141 -2%
SGI
469
Summit Global Investments
Utah
$14.6M -$3.26M -57,785 -19%
CFG
470
Citizens Financial Group
Rhode Island
$14.5M -$99K -1,755 -0.7%
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.5M -$2.64M -46,719 -16%
ECM
472
Estabrook Capital Management
New York
$14.4M +$207K +3,661 +1%
KRS
473
Kentucky Retirement Systems
Kentucky
$14.4M -$637K -11,294 -4%
VHAM
474
Van Hulzen Asset Management
California
$14.4M -$176K -3,126 -1%
LMIM
475
Lockheed Martin Investment Management
Maryland
$14.3M -$1M -17,740 -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.