2,828 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,452 increasing their positions, 1,036 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+5
Holders Change %
+0.18%
% of All Funds
49.8%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.85%
New
158
Increased
1,452
Reduced
1,036
Closed
121
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
2451
Sage Mountain Advisors
Georgia
$332K +$332K +5,702 New
JIR
2452
James Investment Research
Ohio
$331K -$9.76M -167,863 -97%
PCMC
2453
Paragon Capital Management (Colorado)
Colorado
$331K -$46.5K -800 -12%
CCP
2454
Cardan Capital Partners
Colorado
$330K
AA
2455
Aufman Associates
Pennsylvania
$329K +$2.33K +40 +0.7%
SFG
2456
Sovereign Financial Group
Connecticut
$329K +$329K +5,659 New
PFA
2457
Pettinga Financial Advisors
Indiana
$327K +$1.4K +24 +0.4%
WFPG
2458
Waller Financial Planning Group
Ohio
$327K +$29.1K +500 +10%
CWP
2459
Curated Wealth Partners
California
$327K +$327K +5,620 New
PIA
2460
Powell Investment Advisors
Florida
$324K +$1.86K +32 +0.6%
RZH
2461
Relyea Zuckerberg Hanson
Connecticut
$324K +$24.1K +428 +8%
PGA
2462
Portland Global Advisors
Maine
$323K +$66.8K +1,148 +26%
WG
2463
Watchman Group
Texas
$322K -$103K -1,770 -24%
Dodge & Cox
2464
Dodge & Cox
California
$320K
SAM
2465
SP Asset Management
California
$320K +$938 +16 +0.3%
RAM
2466
Riggs Asset Management
Pennsylvania
$319K -$3.72M -64,030 -92%
GIP
2467
Greatmark Investment Partners
Georgia
$319K
PO
2468
Private Ocean
California
$319K +$28K +481 +10%
TCM
2469
Traynor Capital Management
Pennsylvania
$318K -$17.6K -303 -5%
LCM
2470
LCM Capital Management
Illinois
$318K -$7.57K -130 -2%
BFA
2471
Brendel Financial Advisors
New Hampshire
$318K
RW
2472
REDW Wealth
New Mexico
$318K +$466 +8 +0.1%
KCM
2473
Kendall Capital Management
Maryland
$317K -$38.8K -668 -11%
SIC
2474
Sigma Investment Counselors
Michigan
$317K -$14.5K -249 -4%
FCM
2475
Firestone Capital Management
Florida
$317K