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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
TWP
2351
Tower Wealth Partners
Pennsylvania
$412K -$3.22K -57 -0.8%
GG
2352
GenWealth Group
New Jersey
$411K -$12.2K -216 -3%
MIM
2353
Merrion Investment Management
New Jersey
$411K
TCOO
2354
Trust Company of Oklahoma
Oklahoma
$410K +$398K +7,056 New
AIA
2355
AIMZ Investment Advisors
California
$407K
NL
2356
NKCFO LLC
Illinois
$407K +$395K +7,000 New
WIA
2357
World Investment Advisors
California
$406K +$90.1K +1,596 +30%
TCM
2358
Tandem Capital Management
New Jersey
$406K +$114K +2,025 +41%
LIA
2359
LBMC Investment Advisors
Tennessee
$402K -$2.82K -50 -0.7%
SAF
2360
Smith Anglin Financial
Texas
$402K +$4.01K +71 +1%
HCM
2361
Harvey Capital Management
Florida
$401K
JIP
2362
JBJ Investment Partners
South Carolina
$401K +$16.5K +292 +4%
JWA
2363
JFS Wealth Advisors
Pennsylvania
$400K +$1.41K +25 +0.4%
WCM
2364
Windsor Capital Management
Arizona
$400K +$17K +302 +5%
FWM
2365
Foresight Wealth Management
Utah
$399K -$84.8K -1,502 -18%
AWM
2366
Aberdeen Wealth Management
Illinois
$399K -$43.2K -765 -10%
AWM
2367
Arbor Wealth Management
Florida
$399K +$30.3K +537 +8%
SCM
2368
Snow Capital Management
Pennsylvania
$397K -$64K -1,134 -14%
ISWM
2369
Independent Solutions Wealth Management
New York
$397K -$51.9K -919 -12%
LA
2370
Legacy Advisors
Pennsylvania
$396K +$22.6K +400 +6%
SCM
2371
Stonehearth Capital Management
Massachusetts
$396K +$52.8K +935 +16%
FNBSF
2372
First National Bank Sioux Falls
South Dakota
$394K +$13K +230 +4%
LRPA
2373
L. Roy Papp & Associates
Arizona
$393K -$94.7K -1,678 -20%
SCA
2374
SMH Capital Advisors
Texas
$393K +$153K +2,704 +67%
AF
2375
AtlasMark Financial
Texas
$390K

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.