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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
ECM
2451
EagleClaw Capital Management
Massachusetts
$339K +$35.8K +635 +12%
ESCM
2452
Echo Street Capital Management
New York
$337K +$327K +5,788 New
JFS
2453
JD Financial Services
Pennsylvania
$336K -$25.7K -455 -7%
BMC
2454
Benin Management Corp
Connecticut
$336K -$5.64K -100 -2%
BWA
2455
Burt Wealth Advisors
Maryland
$336K
CFAM
2456
Center For Asset Management
Florida
$336K +$395 +7 +0.1%
LAS
2457
Lloyd Advisory Services
Georgia
$335K -$39.2K -694 -11%
TC
2458
Trust Company
Kansas
$334K -$356K -6,300 -52%
LWP
2459
Lumature Wealth Partners
Georgia
$334K +$34.4K +610 +12%
PHM
2460
Prospect Hill Management
New Jersey
$334K +$324K +5,750 New
VWA
2461
VERITY Wealth Advisors
United States
$333K
SMA
2462
Sage Mountain Advisors
Georgia
$332K +$322K +5,702 New
JIR
2463
James Investment Research
Ohio
$331K -$9.47M -167,863 -97%
PCMC
2464
Paragon Capital Management (Colorado)
Colorado
$331K -$45.1K -800 -12%
CCP
2465
Cardan Capital Partners
Colorado
$330K
AA
2466
Aufman Associates
Pennsylvania
$329K +$2.26K +40 +0.7%
SFG
2467
Sovereign Financial Group
Connecticut
$329K +$319K +5,659 New
PFA
2468
Pettinga Financial Advisors
Indiana
$327K +$1.35K +24 +0.4%
WFPG
2469
Waller Financial Planning Group
Ohio
$327K +$28.2K +500 +10%
CWP
2470
Curated Wealth Partners
California
$327K +$317K +5,620 New
PIA
2471
Powell Investment Advisors
Florida
$324K +$1.81K +32 +0.6%
RZH
2472
Relyea Zuckerberg Hanson
Connecticut
$324K +$24.2K +428 +8%
PGA
2473
Portland Global Advisors
Maine
$323K +$64.8K +1,148 +26%
WG
2474
Watchman Group
Texas
$322K -$99.9K -1,770 -24%
Dodge & Cox
2475
Dodge & Cox
California
$320K

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.