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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
MFA
651
Mayflower Financial Advisors
Massachusetts
$8.38M +$734 +13 +0%
VFM
652
Viking Fund Management
North Dakota
$8.37M +$564K +10,000 +7%
EWM
653
Evercore Wealth Management
New York
$8.34M -$169K -2,993 -2%
MPM
654
Meritage Portfolio Management
Kansas
$8.33M +$442K +7,825 +6%
TAF
655
Tredje AP-fonden
Sweden
$8.32M -$18.3M -325,000 -69%
MIAN
656
Mariner Independent Advisor Network
Kansas
$8.26M +$696K +12,336 +10%
GAMA
657
Graticule Asia Macro Advisors
New York
$8.26M +$8.01M +142,000 New
IRF
658
IBM Retirement Fund
New York
$8.21M -$718K -12,722 -8%
NC
659
Nicholas Company
Wisconsin
$8.17M -$209K -3,700 -3%
KFP
660
Keystone Financial Planning
Ohio
$8.14M +$161K +2,856 +2%
AAIM
661
American Assets Investment Management
California
$8.14M
PAM
662
Palisade Asset Management
Minnesota
$8.08M +$20.8K +369 +0.3%
PAS
663
Park Avenue Securities
New York
$8.07M +$832K +14,748 +12%
TCM
664
Tufton Capital Management
Maryland
$8.07M +$278K +4,924 +4%
TA
665
TruWealth Advisors
Louisiana
$8.05M +$340K +6,025 +5%
FF
666
FourThought Financial
Florida
$8.04M +$310K +5,489 +4%
PHS
667
Pekin Hardy Strauss
Illinois
$8.03M -$1M -17,746 -11%
WSCM
668
Wellington Shields Capital Management
New York
$7.97M +$640K +11,338 +9%
XWM
669
Xcel Wealth Management
Florida
$7.96M +$2.29M +40,576 +42%
RWM
670
Rench Wealth Management
Texas
$7.95M +$276K +4,898 +4%
BS
671
Boenning & Scattergood
Pennsylvania
$7.95M +$273K +4,830 +4%
GCC
672
Guardian Capital (Canada)
Ontario, Canada
$7.91M -$9.34M -165,565 -55%
AC
673
Alley Company
Illinois
$7.89M +$70.6K +1,251 +0.9%
RWP
674
RWA Wealth Partners
Massachusetts
$7.88M +$1.53M +27,116 +25%
PSC
675
Prentiss Smith & Co
Vermont
$7.88M -$13.2K -234 -0.2%

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.