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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
PL
2476
Parthenon LLC
Kentucky
$283K -$173K -3,129 -37%
LA
2477
LexAurum Advisors
Kansas
$283K -$68.3K -1,235 -19%
ACM
2478
AUA Capital Management
Pennsylvania
$283K
RTC
2479
Riverview Trust Company
Washington
$283K +$71.7K +1,296 +33%
AIA
2480
Angeles Investment Advisors
California
$283K +$290K +5,234 New
PGA
2481
Portland Global Advisors
Maine
$282K -$17.9K -323 -6%
WLIM
2482
White Lighthouse Investment Management
Massachusetts
$282K -$1.11K -20 -0.4%
MAA
2483
Mraz Amerine & Associates
California
$281K
SPFA
2484
Summit Place Financial Advisors
New Jersey
$281K +$288K +5,203 New
FOA
2485
Five Oceans Advisors
California
$281K +$288K +5,208 New
FMP
2486
Financial Management Professionals
Texas
$280K +$30.4K +549 +12%
NA
2487
Nottingham Advisors
New York
$279K
SSWG
2488
Seven Springs Wealth Group
Tennessee
$279K
RPGK
2489
Retirement Planning Group (Kansas)
Kansas
$278K +$285K +5,153 New
SAM
2490
SP Asset Management
California
$277K +$1.38K +25 +0.5%
QWM
2491
Quaker Wealth Management
New Jersey
$277K +$284K +5,131 New
SMF
2492
Sterling Manor Financial
New York
$276K +$43.7K +790 +18%
SA
2493
swisspartners Advisors
Switzerland
$275K
ACP
2494
Aviance Capital Partners
Florida
$275K +$13.8K +249 +5%
NIM
2495
NuWave Investment Management
New Jersey
$275K +$190K +3,427 +206%
CL
2496
CIM LLC
New York
$274K +$12.6K +227 +5%
OCG
2497
Opus Capital Group
Ohio
$272K -$66.8K -1,208 -19%
AFS
2498
Axiom Financial Strategies
Indiana
$272K +$221 +4 +0.1%
TPM
2499
Triasima Portfolio Management
Quebec, Canada
$270K
BWA
2500
Beam Wealth Advisors
Louisiana
$270K +$27K +488 +11%

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.