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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
PBO
2301
Peoples Bank (Ohio)
Ohio
$456K +$16.1K +285 +4%
PCM
2302
Perritt Capital Management
Illinois
$456K +$46.1K +817 +12%
CCM
2303
Crew Capital Management
Ohio
$456K +$442K +7,839 New
BO
2304
BRR OpCo
Ohio
$455K +$19.7K +349 +5%
5L
2305
55I LLC
Massachusetts
$455K +$60.2K +1,066 +16%
GCAC
2306
Guardian Capital Advisors (Canada)
Ontario, Canada
$453K -$41.5K -735 -9%
RIM
2307
Rockbridge Investment Management
New York
$450K +$43K +762 +11%
OLA
2308
Oliver Luxxe Assets
New Jersey
$450K +$53.5K +948 +14%
VFP
2309
Verus Financial Partners
Virginia
$449K -$21.7K -385 -5%
SBWIC
2310
Schaper Benz & Wise Investment Counsel
Wisconsin
$449K
CI
2311
CX Institutional
Indiana
$449K +$163K +2,895 +60%
FSG
2312
Financial Strategies Group
Michigan
$446K +$104K +1,842 +32%
MWC
2313
MBM Wealth Consultants
Missouri
$445K +$39.8K +706 +10%
TFM
2314
TFC Financial Management
Massachusetts
$444K +$102K +1,806 +31%
LC
2315
Landaas & Company
Wisconsin
$442K +$31.5K +559 +8%
BA
2316
Bluesphere Advisors
Pennsylvania
$441K +$428K +7,580 New
KWM
2317
Keebeck Wealth Management
Illinois
$440K -$56.4K -999 -12%
FC
2318
FCA Corp
Texas
$440K
SFSIG
2319
San Francisco Sentry Investment Group
California
$436K +$77K +1,365 +22%
FAT
2320
First American Trust
California
$435K -$201K -3,561 -32%
TW
2321
Towerpoint Wealth
California
$435K -$12.6K -224 -3%
KS
2322
Karpas Strategies
Connecticut
$435K +$959 +17 +0.2%
TCM
2323
Tradewinds Capital Management
Washington
$434K +$8.18K +145 +2%
PMFA
2324
Plante Moran Financial Advisors
Michigan
$433K -$315K -5,590 -43%
GAB
2325
German American Bancorp
Indiana
$431K

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.