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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
RB
601
Rodgers Brothers
Pennsylvania
$9.46M +$643K +11,400 +8%
GC
602
Gratus Capital
Georgia
$9.46M -$2.07M -36,694 -18%
CTA
603
Colonial Trust Advisors
South Carolina
$9.45M +$25.1K +444 +0.3%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$9.44M +$102K +1,815 +1%
CCMD
605
Cypress Capital Management (Delaware)
Delaware
$9.43M -$1.53M -27,025 -14%
BL
606
BFSG LLC
California
$9.43M -$78.8K -1,396 -0.9%
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$9.41M -$569K -10,091 -6%
MCM
608
Maple Capital Management
Vermont
$9.4M +$321K +5,688 +4%
AHC
609
Adell Harriman & Carpenter
Texas
$9.39M -$67.8K -1,202 -0.7%
LCM
610
Logan Capital Management
Pennsylvania
$9.39M -$198K -3,517 -2%
GLLW
611
Graves Light Lenhart Wealth
Virginia
$9.37M +$274K +4,847 +3%
SCA
612
Stonebridge Capital Advisors
Minnesota
$9.36M +$1.37M +24,310 +18%
H
613
HoyleCohen
California
$9.35M +$27.8K +492 +0.3%
BAM
614
Bell Asset Management
Australia
$9.28M -$39.3K -697 -0.4%
VWM
615
Venturi Wealth Management
Texas
$9.28M +$1.14M +20,173 +14%
SSB
616
Sandy Spring Bank
Maryland
$9.26M -$529K -9,367 -6%
HW
617
Hancock Whitney
Mississippi
$9.23M -$39.5K -700 -0.4%
BBA
618
BLB&B Advisors
Pennsylvania
$9.17M -$1.27M -22,584 -13%
WRBC
619
W.R. Berkley Corp
Connecticut
$9.17M
GIA
620
GHP Investment Advisors
Colorado
$9.16M +$320K +5,663 +4%
CCM
621
Callodine Capital Management
Massachusetts
$9.16M +$846K +15,000 +11%
BS
622
Banco Santander
Spain
$9.14M +$22.6K +401 +0.3%
GGHC
623
Gilder Gagnon Howe & Co
New York
$9.12M -$623K -11,045 -7%
MME
624
Meag Munich Ergo
Germany
$9.07M +$5.03M +89,109 +133%
ECM
625
Evergreen Capital Management
Washington
$9M +$3.37M +59,656 +63%

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.