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
SFP
2526
Sterling Financial Planning
New Jersey
$258K +$9.9K +179 +4%
VCG
2527
Vantage Consulting Group
Virginia
$258K +$17.1K +310 +7%
AWM
2528
Atticus Wealth Management
Florida
$257K -$553 -10 -0.2%
DI
2529
Diligent Investors
California
$257K
WAM
2530
Wakefield Asset Management
Colorado
$256K +$262K +4,744 New
MAS
2531
Managed Account Services
Florida
$255K -$830 -15 -0.3%
LIM
2532
Lathrop Investment Management
Arkansas
$253K -$12.2K -220 -4%
TI
2533
Truepoint Inc
Ohio
$252K +$258K +4,662 New
OPWM
2534
Oxinas Partners Wealth Management
Indiana
$251K -$205K -3,703 -44%
1W
2535
1776 Wealth
Georgia
$251K +$6.42K +116 +3%
SSG
2536
Summit Securities Group
New York
$250K -$1.39M -25,043 -84%
PP
2537
Pegasus Partners
Wisconsin
$250K -$39.8K -720 -13%
WAM
2538
WealthTrust Asset Management
Florida
$249K +$3.1K +56 +1%
HWA
2539
HHM Wealth Advisors
Tennessee
$248K -$21.6K -390 -8%
TIM
2540
Total Investment Management
Arizona
$247K +$719 +13 +0.3%
PP
2541
PrairieView Partners
Minnesota
$247K +$18.8K +339 +8%
MTCM
2542
Mint Tower Capital Management
Netherlands
$247K +$253K +4,569 New
CWM
2543
Campbell Wealth Management
Virginia
$247K +$253K +4,582 New
NFSG
2544
Newbridge Financial Services Group
Florida
$246K -$43K -777 -15%
CWM
2545
Chronos Wealth Management
Florida
$246K
MAM
2546
MMA Asset Management
Pennsylvania
$246K
UAML
2547
US Asset Management LLC
Pennsylvania
$246K +$252K +4,553 New
SFFS
2548
Stonehage Fleming Financial Services
Jersey
$245K -$8.3K -150 -3%
SPI
2549
Santori & Peters Inc
Pennsylvania
$245K -$4.59K -83 -2%
CCM
2550
Chiron Capital Management
Florida
$245K +$2.1K +38 +0.8%

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.