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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
Cerity Partners
576
Cerity Partners
New York
$10.4M -$739K -13,103 -7%
GI
577
GAMCO Investors
Connecticut
$10.4M -$320K -5,676 -3%
ABC
578
Associated Banc-Corp
Wisconsin
$10.3M +$491K +8,700 +5%
CC
579
Cadinha & Co
Hawaii
$10.3M -$6.81M -120,625 -40%
T
580
TOBAM
France
$10.3M +$1.27M +22,461 +15%
FPCM
581
Financial Partners Capital Management
New York
$10.3M +$706K +12,510 +8%
IAA
582
Independent Advisor Alliance
North Carolina
$10.2M +$351K +6,221 +4%
JC
583
Jacobs & Co
California
$10.2M +$1M +17,774 +11%
FG
584
Fiduciary Group
Georgia
$10.2M +$138K +2,448 +1%
Qube Research & Technologies (QRT)
585
Qube Research & Technologies (QRT)
United Kingdom
$10.1M -$16.1M -285,289 -62%
1IA
586
1834 Investment Advisors
Wisconsin
$10.1M +$331K +5,857 +3%
BFA
587
Bragg Financial Advisors
North Carolina
$9.98M +$344K +6,100 +4%
PA
588
Parallel Advisors
California
$9.96M +$3.19M +56,532 +49%
GWM
589
Geneos Wealth Management
Colorado
$9.9M +$154K +2,723 +2%
BCV
590
Banque Cantonale Vaudoise
Switzerland
$9.89M -$1.41M -24,956 -13%
AOWM
591
Alpha Omega Wealth Management
Virginia
$9.89M +$3.06M +54,237 +47%
RIL
592
Rothschild Investment LLC
Illinois
$9.82M +$549K +9,736 +6%
VCM
593
Violich Capital Management
California
$9.78M +$157K +2,790 +2%
DHFB
594
Dixon Hubard Feinour & Brown
Virginia
$9.74M +$867K +15,369 +10%
FVCM
595
F&V Capital Management
Florida
$9.71M +$317K +5,613 +3%
B
596
Brightworth
Georgia
$9.69M +$782K +13,859 +9%
CM
597
Churchill Management
California
$9.69M -$318K -5,628 -3%
ANBT
598
American National Bank & Trust
Texas
$9.57M +$483K +8,565 +5%
AP
599
Advisor Partners
California
$9.49M -$1.29M -22,816 -12%
PWW
600
Pettyjohn Wood & White
Virginia
$9.46M +$102K +1,800 +1%

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.