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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
SCM
476
Shelton Capital Management
Colorado
$14.3M +$183K +3,239 +1%
JGUA
477
John G. Ullman & Associates
New York
$14.3M +$10.3M +181,932 +287%
MCM
478
Maryland Capital Management
Maryland
$14.2M +$588K +10,423 +4%
ASN
479
Advisory Services Network
Georgia
$14.2M +$2.04M +36,167 +17%
ZAM
480
Zevin Asset Management
Massachusetts
$14.1M +$535K +9,477 +4%
ACM
481
AlphaCrest Capital Management
New York
$14.1M +$1.56M +27,724 +13%
SCA
482
Snowden Capital Advisors
New York
$14.1M +$1.33M +23,563 +11%
MC
483
Middleton & Co
Massachusetts
$14.1M +$726K +12,861 +6%
EIA
484
Edgemoor Investment Advisors
Maryland
$14.1M +$621K +11,004 +5%
Pzena Investment Management
485
Pzena Investment Management
New York
$14M +$94.3K +1,671 +0.7%
BPB
486
Badgley, Phelps & Bell
Washington
$13.9M -$760K -13,470 -5%
MIA
487
MainStreet Investment Advisors
Illinois
$13.8M -$467K -8,284 -3%
ANI
488
American National Insurance
Texas
$13.8M -$9.03K -160 -0.1%
PI
489
PFS Investments
Georgia
$13.7M +$1.53M +27,100 +13%
LCM
490
LVM Capital Management
Michigan
$13.7M +$11.7K +208 +0.1%
ALAM
491
Asahi Life Asset Management
Japan
$13.6M +$5.73M +101,571 +77%
BAM
492
Bruderman Asset Management
New York
$13.4M +$354K +6,265 +3%
NCM
493
Narwhal Capital Management
Georgia
$13.4M +$445K +7,889 +4%
NA
494
NewEdge Advisors
Louisiana
$13.3M -$1.02M -18,025 -7%
BCI
495
Brinker Capital Investments
Pennsylvania
$13.3M -$460K -8,158 -3%
HTC
496
Haverford Trust Company
Pennsylvania
$13.3M -$604K -10,705 -4%
SC
497
Saybrook Capital
North Carolina
$13.3M +$1.01M +17,870 +8%
TBA
498
Tower Bridge Advisors
Pennsylvania
$13.2M +$13.8K +245 +0.1%
LM
499
Lincluden Management
Ontario, Canada
$13.2M +$2.53M +44,900 +25%
AB
500
Amalgamated Bank
New York
$13.2M -$470K -8,335 -4%

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.