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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
VAG
2401
VisionPoint Advisory Group
Texas
$372K -$574K -10,175 -61%
CG
2402
Clarus Group
Texas
$372K +$32.4K +574 +10%
PP
2403
Patron Partners
Texas
$370K +$138K +2,452 +63%
TAM
2404
Townsend Asset Management
North Carolina
$369K -$2.31K -41 -0.6%
WA
2405
Waverly Advisors
Alabama
$369K +$96.2K +1,704 +36%
GM
2406
GeoWealth Management
Illinois
$367K +$19.6K +348 +6%
CA
2407
Callahan Advisors
Texas
$367K +$79.8K +1,414 +29%
MWM
2408
Merriman Wealth Management
Washington
$366K -$573K -10,155 -62%
CG
2409
Corundum Group
Colorado
$366K +$4.68K +83 +1%
PG
2410
Prostatis Group
Maryland
$366K -$16K -283 -4%
ECM
2411
Exchange Capital Management
Michigan
$365K -$19.9K -352 -5%
AFA
2412
American Financial Advisors
Georgia
$365K +$10.5K +186 +3%
ZIG
2413
Zuckerman Investment Group
Illinois
$364K +$353K +6,253 New
NJBEST
2414
New Jersey Better Educational Savings Trust
New Jersey
$363K -$141K -2,500 -29%
HAS
2415
HBW Advisory Services
California
$363K -$48.5K -859 -12%
TWI
2416
Thomas White International
Illinois
$363K
RWG
2417
Regal Wealth Group
California
$363K +$2.09K +37 +0.6%
CCA
2418
Column Capital Advisors
Indiana
$362K
SRSA
2419
S.R. Schill & Associates
Washington
$361K -$73.4K -1,300 -17%
NA
2420
Navellier & Associates
Nevada
$361K -$44.8K -793 -11%
TIAM2
2421
Tru Independence Asset Management 2
Oregon
$361K -$16.1K -285 -4%
DI
2422
Diligent Investors
California
$361K +$26.7K +474 +8%
FA
2423
Fountainhead AM
New Jersey
$360K +$23.4K +414 +7%
BONST
2424
Bank of Nova Scotia Trust
Ontario, Canada
$359K -$669K -11,864 -66%
OTPPB
2425
Ontario Teachers' Pension Plan Board
Ontario, Canada
$359K -$478K -8,477 -58%

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.