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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
SSWM
626
Smith Salley Wealth Management
North Carolina
$8.92M +$475K +8,412 +6%
LW
627
Linscomb Wealth
Texas
$8.92M +$362K +6,414 +4%
NRS
628
Neville Rodie & Shaw
New York
$8.91M +$942K +16,700 +12%
VanEck Associates
629
VanEck Associates
New York
$8.9M +$3.55M +62,925 +70%
FSA
630
Franklin Street Advisors
North Carolina
$8.84M -$189K -3,345 -2%
SAM
631
Sompo Asset Management
Japan
$8.81M -$1.97M -34,900 -19%
SDJVC
632
St. Denis J. Villere & Co
Louisiana
$8.78M +$775K +13,725 +10%
FA
633
FDx Advisors
Illinois
$8.77M +$200K +3,543 +2%
VIP
634
Vantage Investment Partners
Missouri
$8.72M +$111K +1,964 +1%
KIC
635
Keating Investment Counselors
Florida
$8.71M -$36.2K -641 -0.4%
FM
636
Freemont Management
Switzerland
$8.71M
WTC
637
WhitTier Trust Company
Nevada
$8.7M +$253K +4,483 +3%
BFS
638
Bradley Foster & Sargent
Connecticut
$8.68M -$2.48K -44 -0%
PAI
639
Pittenger & Anderson Inc
Nebraska
$8.67M +$641K +11,357 +8%
CI
640
Cigna Investments
Connecticut
$8.67M +$248K +4,386 +3%
ONB
641
Old National Bancorp
Indiana
$8.63M +$579K +10,268 +7%
MDCM
642
Morgan Dempsey Capital Management
Wisconsin
$8.59M +$1.27M +22,490 +18%
BFO
643
Boston Family Office
Massachusetts
$8.58M +$28.4K +504 +0.3%
Mirae Asset Global Investments
644
Mirae Asset Global Investments
South Korea
$8.54M -$25.6M -453,847 -76%
6M
645
6 Meridian
Kansas
$8.54M +$1.25M +22,114 +18%
JIC
646
Johnson Investment Counsel
Ohio
$8.51M -$40.4K -716 -0.5%
SIM
647
Sonora Investment Management
Arizona
$8.49M +$426K +7,549 +5%
SW
648
SteelPeak Wealth
California
$8.45M +$2.32M +41,048 +39%
WAM
649
World Asset Management
Michigan
$8.4M -$305K -5,400 -4%
JWCA
650
J.W. Cole Advisors
Florida
$8.39M -$25.3K -448 -0.3%

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.