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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
WS
551
Wedbush Securities
California
$11.1M +$2.65M +46,878 +33%
BRWM
552
B. Riley Wealth Management
Tennessee
$11.1M +$13.3M +234,869 New
CAM
553
Congress Asset Management
Massachusetts
$11M -$61.1M -1,082,611 -85%
FBB
554
Fulton Breakefield Broenniman
Maryland
$11M +$1.35M +23,851 +14%
NMIMC
555
Northwestern Mutual Investment Management Company
Wisconsin
$10.9M -$2.23M -39,495 -17%
CG
556
Colony Group
Massachusetts
$10.9M -$26.3K -466 -0.2%
CB
557
Community Bank
New York
$10.9M +$247K +4,372 +2%
PHK
558
Point72 Hong Kong
Hong Kong
$10.9M +$10.2M +181,280 +3,128%
CAM
559
Cresset Asset Management
Illinois
$10.9M +$675K +11,967 +7%
MCM
560
Murphy Capital Management
New Jersey
$10.8M +$250K +4,425 +2%
LOIM
561
Liberty One Investment Management
Illinois
$10.8M +$277K +4,917 +3%
SW
562
SVB Wealth
Massachusetts
$10.8M -$9.09M -160,994 -46%
SFI
563
Siemens Fonds Invest
Germany
$10.8M -$611K -10,821 -6%
AAM
564
Autus Asset Management
Arizona
$10.8M +$1.22M +21,572 +13%
GJIC
565
Gamble Jones Investment Counsel
California
$10.7M -$22.3K -395 -0.2%
CSIC
566
Clifford Swan Investment Counsel
California
$10.7M -$360K -6,385 -3%
SB
567
Simmons Bank
Arkansas
$10.7M -$276K -4,885 -3%
RC
568
RegentAtlantic Capital
New Jersey
$10.7M -$1.66M -29,328 -14%
VAS
569
Valicenti Advisory Services
New York
$10.6M +$120K +2,129 +1%
SWM
570
Spire Wealth Management
Virginia
$10.6M +$11.2M +198,642 New
DIA
571
Dana Investment Advisors
Wisconsin
$10.6M -$13.2M -234,655 -56%
EW
572
Evoke Wealth
California
$10.6M +$26.4K +467 +0.3%
CAM
573
Carret Asset Management
New York
$10.5M +$110K +1,954 +1%
EGM
574
Engineers Gate Manager
New York
$10.5M +$9.81M +173,815 +2,525%
B
575
Bailard
California
$10.4M +$351K +6,219 +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.