We are live on ! Find out more

2,785 hedge funds and large institutions have $144B invested in Verizon in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 1,352 increasing their positions, 1,092 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 1,352 | Existing positions reduced: 1,092

10% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 109

6% more funds holding in top 10

Funds holding in top 10: 8792 (+5)

0.23% less ownership

Funds ownership: 64.91%64.68% (-0.23%)

1% less call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.93B

4% less capital invested

Capital invested by funds: $150B → $144B (-$5.67B)

1% less funds holding

Funds holding: 2,8162,785 (-31)

Holders
2,785
Holders Change
-31
Holders Change %
-1.1%
% of All Funds
48.75%
Holding in Top 10
92
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.75%
% of All Funds
1.61%
New
120
Increased
1,352
Reduced
1,092
Closed
109
Calls
$1.92B
Puts
$1.93B
Net Calls
-$13.6M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
226
E. Ohman J:or Asset Management
Sweden
$48.3M -$476K -8,600 -1%
KAS
227
Kestra Advisory Services
Texas
$48.2M +$5.28M +95,455 +12%
Lord, Abbett & Co
228
Lord, Abbett & Co
New Jersey
$47.9M -$34.4M -621,851 -41%
ELC
229
Edgar Lomax Company
Virginia
$47.9M -$477K -8,615 -1%
WIC
230
Willis Investment Counsel
Georgia
$47.7M +$2.53M +45,803 +5%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$47.5M -$11.7M -210,830 -19%
SG Americas Securities
232
SG Americas Securities
New York
$47.1M -$45.6M -824,231 -49%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$47M -$7.02M -126,917 -13%
Brown Advisory
234
Brown Advisory
Maryland
$46.5M +$13.3M +240,685 +39%
Creative Planning
235
Creative Planning
Kansas
$45.2M +$7.29M +131,854 +19%
MWNA
236
Marshall Wace North America
New York
$45.1M -$1.06M -19,142 -2%
AIA
237
Avalon Investment & Advisory
Texas
$45.1M -$1.8M -32,546 -4%
ProShare Advisors
238
ProShare Advisors
Maryland
$44.7M +$1.78M +32,225 +4%
GIBU
239
Gulf International Bank (UK)
United Kingdom
$44.4M -$494K -8,923 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.3M +$7.47M +135,088 +20%
GT
241
Glenmede Trust
Pennsylvania
$43.2M -$1.48M -26,741 -3%
MHC
242
Meyer Handelman Company
New York
$43M +$658K +11,900 +2%
O
243
Ossiam
France
$42.8M +$11.9M +214,990 +37%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$41.4M -$34.2K -619 -0.1%
MAM
245
Madison Asset Management
Wisconsin
$40.8M -$2.21M -39,939 -5%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$40.8M +$695K +12,557 +2%
URS
247
Utah Retirement Systems
Utah
$40.5M -$2.2M -39,700 -5%
WHRC
248
W.H. Reaves & Co
New Jersey
$40.5M -$46.5M -841,119 -53%
KCM
249
Kornitzer Capital Management
Kansas
$40.4M -$627K -11,336 -1%
VDI
250
Vaughan David Investments
Illinois
$40M -$71.7K -1,296 -0.2%

VZ Hedge Fund Activity: Q3 2021 in Review

2,785 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2021, worth a combined $144B — down 3.8% from $150B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VZ positions and 109 closed out — a net gain of 11 holders — while 1,352 added to existing stakes and 1,092 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $206M. The largest seller was BlackRock, cutting an estimated $358M.

  • 2,785 institutional investors held Verizon (VZ) as of Q3 2021, down from 2,816 in Q2 2021.
  • Funds reported $144B of Verizon stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 120 funds opened new Verizon positions in Q3 2021 and 109 closed out, a net change of +11 holders.
  • The largest Verizon buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $206M added.
  • The largest Verizon seller in Q3 2021 was BlackRock, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2021.