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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
TLCM
2426
Twin Lakes Capital Management
California
$359K +$7.9K +140 +2%
FWM
2427
Fairhaven Wealth Management
Illinois
$358K -$326K -5,777 -48%
BWM
2428
Birchcreek Wealth Management
Ohio
$358K -$46.7K -827 -12%
AC
2429
Addison Capital
Pennsylvania
$358K +$10.2K +180 +3%
RIS
2430
Retirement Income Solutions
Michigan
$357K
TWM
2431
Titus Wealth Management
California
$355K +$15.9K +282 +5%
EWF
2432
Epstein & White Financial
California
$354K -$29.8K -528 -8%
DCM
2433
Dimension Capital Management
Florida
$354K +$99.6K +1,765 +41%
SWP
2434
ShoreHaven Wealth Partners
New Jersey
$353K -$9.65K -171 -3%
MAM
2435
Marotta Asset Management
Virginia
$352K -$4.91K -87 -1%
PCMK
2436
Paragon Capital Management (Kansas)
Kansas
$351K -$31.4K -556 -8%
JFA
2437
JNBA Financial Advisors
Minnesota
$351K +$12.6K +224 +4%
HGWM
2438
Horst & Graben Wealth Management
Oregon
$349K +$2.26K +40 +0.7%
RVPG
2439
Relative Value Partners Group
$348K +$36.7K +650 +12%
JHP
2440
James Hambro & Partners
United Kingdom
$348K +$50.4K +893 +18%
OWM
2441
OneAscent Wealth Management
Alabama
$347K +$11.7K +207 +4%
NCM
2442
Northside Capital Management
Oregon
$346K -$40K -709 -11%
PRS
2443
Pinkerton Retirement Specialists
Idaho
$345K -$20K -354 -6%
DA
2444
DCM Advisors
New York
$343K +$23.6K +419 +8%
ACH
2445
ArrowMark Colorado Holdings
Colorado
$342K -$160K -2,843 -33%
CL
2446
COWA LLC
Oklahoma
$341K +$66.6K +1,180 +25%
FA
2447
Fiducient Advisors
Illinois
$340K -$99.6K -1,765 -23%
MPW
2448
Monterey Private Wealth
California
$340K -$113 -2 -0%
GFPC
2449
Global Financial Private Client
Florida
$339K
PPW
2450
Pasadena Private Wealth
California
$339K

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.