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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
Verition Fund Management
2326
Verition Fund Management
Connecticut
$429K -$125K -2,220 -23%
DFG
2327
Demars Financial Group
Washington
$428K -$742K -13,143 -64%
AFC
2328
AFT Forsyth & Company
Florida
$428K
HCM
2329
Hilton Capital Management
New York
$428K +$15K +265 +4%
Credit Agricole
2330
Credit Agricole
France
$427K +$226K +4,013 +120%
TC
2331
Tatro Capital
Kentucky
$425K -$220K -3,903 -35%
BSSFA
2332
Baron Silver Stevens Financial Advisors
Florida
$425K -$44.9K -795 -10%
MMM
2333
Mendel Money Management
Illinois
$424K -$25.4K -450 -6%
SAG
2334
Spotlight Asset Group
Illinois
$423K -$38.5K -682 -9%
BCM
2335
Bienville Capital Management
New York
$423K +$18.6K +330 +5%
EFM
2336
E Fund Management
China
$423K +$411K +7,275 New
XS
2337
XR Securities
Illinois
$421K +$409K +7,239 New
AR
2338
Advisory Research
Illinois
$420K -$541K -9,580 -57%
JWCA
2339
J.W. Coons Advisors
Ohio
$420K -$339 -6 -0.1%
BFG
2340
Barber Financial Group
Kansas
$420K +$846 +15 +0.2%
CF
2341
Corrigan Financial
Rhode Island
$419K +$19.5K +346 +5%
FC
2342
Fusion Capital
South Carolina
$419K -$184K -3,265 -31%
CIC
2343
Chase Investment Counsel
Virginia
$419K +$15K +265 +4%
GWA
2344
GGM Wealth Advisors
Maryland
$419K +$58.5K +1,037 +17%
NPPM
2345
North Point Portfolio Managers
Ohio
$418K -$6.77K -120 -2%
ME
2346
McIlrath & Eck
Washington
$417K +$32.5K +576 +9%
RGC
2347
Roberts, Glore & Co
Illinois
$416K -$37.7K -668 -9%
PFC
2348
Phocas Financial Corp
California
$416K +$404K +7,156 New
DS
2349
DRW Securities
Illinois
$416K +$404K +7,160 New
BA
2350
Birinyi Associates
Connecticut
$413K -$56.4K -1,000 -12%

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.