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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
CG
2376
CFO4Life Group
Texas
$389K -$15K -265 -4%
WFA
2377
WestHill Financial Advisors
California
$389K
CAWM
2378
Capital Advisors Wealth Management
Washington
$389K +$378K +6,690 New
HWMG
2379
Hurlow Wealth Management Group
Indiana
$387K +$9.2K +163 +3%
NICM
2380
Neo Ivy Capital Management
New York
$387K +$375K +6,647 New
LBD
2381
Landsberg Bennett & Dubbaneh
Florida
$385K -$57.4K -1,017 -13%
WMSA
2382
Weiss Multi-Strategy Advisers
New York
$384K +$373K +6,604 New
FFWM
2383
Future Financial Wealth Management
Ohio
$382K +$8.24K +146 +2%
HFP
2384
Holistic Financial Partners
Indiana
$382K +$15.3K +271 +4%
TNA
2385
True North Advisors
Texas
$382K +$35.6K +630 +11%
KA
2386
Klingman & Associates
New York
$382K +$86.5K +1,533 +30%
HHGA
2387
Halbert Hargrove Global Advisors
California
$381K -$339 -6 -0.1%
AC
2388
Apella Capital
Connecticut
$380K -$30.5K -541 -8%
KIG
2389
Kowal Investment Group
Wisconsin
$380K -$1.3K -23 -0.4%
GAM
2390
Gemmer Asset Management
California
$380K +$12K +212 +3%
LA
2391
LexAurum Advisors
Kansas
$379K -$127K -2,257 -26%
PGWM
2392
Parisi Gray Wealth Management
New Jersey
$379K +$8.75K +155 +2%
JC
2393
Jentner Corp
Ohio
$376K
CAM
2394
Concorde Asset Management
Michigan
$375K -$176K -3,126 -33%
IC
2395
Investment Counsel
Michigan
$375K -$5.64K -100 -2%
TPW
2396
Tiller Private Wealth
Pennsylvania
$374K -$31.3K -555 -8%
SLF
2397
Sun Life Financial
Ontario, Canada
$374K +$39.9K +707 +12%
OWA
2398
Opal Wealth Advisors
New York
$374K +$88.2K +1,563 +32%
OL
2399
Optas LLC
Texas
$373K -$55.4K -982 -13%
NFSG
2400
Newbridge Financial Services Group
Florida
$373K +$98.1K +1,738 +37%

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.