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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
EP
501
Edgestream Partners
New Jersey
$13.1M +$4.55M +80,658 +56%
AL
502
Arnhold LLC
New York
$13M +$4.67M +82,681 +59%
UR
503
USCA RIA
Texas
$13M +$2.43M +43,094 +24%
ATC
504
Argent Trust Co
Tennessee
$12.9M +$224K +3,963 +2%
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$12.9M -$133K -2,359 -1%
CA
506
Cetera Advisors
Colorado
$12.9M +$713K +12,632 +6%
AAF
507
Andra AP-fonden
Sweden
$12.9M -$2.21M -39,200 -15%
ISL
508
Ingalls & Snyder LLC
New York
$12.8M -$105K -1,860 -0.8%
MAM
509
Meeder Asset Management
Ohio
$12.8M +$11M +195,679 +791%
BRWA
510
B. Riley Wealth Advisors
Florida
$12.8M +$4.02M +71,323 +48%
JMFC
511
J.M. Forbes & Co
Massachusetts
$12.8M +$194K +3,436 +2%
CTA
512
Chesley Taft & Associates
Illinois
$12.8M -$627K -11,114 -5%
SSWM
513
Sheets Smith Wealth Management
North Carolina
$12.7M +$61.7K +1,094 +0.5%
NCM
514
Novare Capital Management
North Carolina
$12.6M +$68.9K +1,221 +0.6%
IIM
515
Intact Investment Management
Quebec, Canada
$12.6M -$192K -3,400 -2%
TPCW
516
TD Private Client Wealth
New York
$12.6M -$383K -6,788 -3%
CWM
517
Cabot Wealth Management
Massachusetts
$12.6M +$3.49M +61,793 +40%
ACM
518
Azimuth Capital Management
Michigan
$12.5M -$230K -4,074 -2%
JCM
519
Janney Capital Management
Pennsylvania
$12.4M -$488K -8,642 -4%
EWM
520
Edge Wealth Management
New York
$12.4M +$1.96M +34,720 +19%
WANY
521
Wealthspire Advisors (New York)
New York
$12.4M +$1.24M +21,921 +11%
PP
522
Patten & Patten
Tennessee
$12.3M +$206K +3,648 +2%
BMSSC
523
B. Metzler seel. Sohn & Co
Germany
$12.3M -$2.55M -45,236 -18%
FM
524
Foster & Motley
Ohio
$12.2M -$165K -2,921 -1%
MAA
525
Matrix Asset Advisors
New York
$12.2M +$2.17M +38,421 +22%

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.