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
VC
2501
Veracity Capital
Georgia
$270K +$64.4K +1,164 +30%
TI
2502
Telemetry Investments
New York
$270K +$277K +5,001 New
SFG
2503
Sovereign Financial Group
Connecticut
$269K -$37.1K -670 -12%
APW
2504
Austin Private Wealth
Texas
$269K +$26.1K +472 +10%
GA
2505
Gateway Advisory
New Jersey
$269K +$275K +4,976 New
RWI
2506
Red Wave Investments
Pennsylvania
$268K +$1.94K +35 +0.7%
PBF
2507
Petix & Botte Financial
California
$268K +$274K +4,958 New
ICG
2508
InterOcean Capital Group
Tennessee
$268K +$275K +4,964 New
SCM
2509
Silvant Capital Management
Georgia
$266K
UCI
2510
Uncommon Cents Investing
Wisconsin
$266K +$2.77K +50 +1%
W
2511
Wealthquest
Ohio
$266K +$38.4K +695 +16%
DDPIC
2512
Deroy & Devereaux Private Investment Counsel
Michigan
$265K -$1.38K -25 -0.5%
VBFP
2513
Valtinson Bruner Financial Planning
Minnesota
$265K +$6.97K +126 +3%
BDF
2514
Black Diamond Financial
Maryland
$265K +$21K +380 +8%
LFA
2515
Landmark Financial Advisors
Kentucky
$264K -$11.6K -209 -4%
PIA
2516
Powell Investment Advisors
Florida
$264K
Massachusetts Financial Services
2517
Massachusetts Financial Services
Massachusetts
$263K -$243M -4,399,986 -100%
TCM
2518
Traynor Capital Management
Pennsylvania
$263K -$12.3K -223 -4%
NWA
2519
New World Advisors
Massachusetts
$261K -$412K -7,457 -60%
MWM
2520
Marietta Wealth Management
Georgia
$261K -$247K -4,465 -48%
JHP
2521
James Hambro & Partners
United Kingdom
$261K
BWM
2522
Biltmore Wealth Management
Arizona
$261K +$268K +4,838 New
TA
2523
TrueWealth Advisors
Alabama
$260K +$22.5K +407 +9%
GAM
2524
Garrison Asset Management
Arkansas
$258K -$5.81K -105 -2%
MAG
2525
Mayfair Advisory Group
Alabama
$258K +$221 +4 +0.1%

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.