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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
CTB
2551
Country Trust Bank
Illinois
$245K +$60.4K +1,092 +32%
SIC
2552
Sigma Investment Counselors
Michigan
$244K -$62.7K -1,134 -20%
HIIFS
2553
Harel Insurance Investments & Financial Services
Israel
$243K -$509K -9,195 -67%
AWM
2554
Aries Wealth Management
Maine
$243K -$13.5K -244 -5%
BMCM
2555
Bryn Mawr Capital Management
Pennsylvania
$243K -$3.65K -66 -1%
EPP
2556
ETF Portfolio Partners
Kansas
$243K
SHWM
2557
Silicon Hills Wealth Management
Texas
$243K +$248K +4,490 New
IA
2558
IFG Advisors
Missouri
$242K -$29.3K -529 -11%
FC
2559
FCA Corp
Texas
$242K
TA
2560
Trellis Advisors
Washington
$241K -$1.49K -27 -0.6%
MCM
2561
MV Capital Management
Maryland
$241K +$23.6K +427 +11%
SC
2562
Solstein Capital
California
$240K +$37.9K +685 +18%
OAM
2563
Oberweis Asset Management
Illinois
$240K +$246K +4,451 New
CIA
2564
Compass Ion Advisors
Pennsylvania
$238K -$17.1K -310 -7%
RC
2565
RBO & Co
California
$238K
SPC
2566
Stewart & Patten Company
California
$238K
LIM
2567
Loudon Investment Management
New Hampshire
$237K +$14.1K +255 +6%
RHP
2568
Royal Harbor Partners
Texas
$236K +$2.21K +40 +0.9%
RWM
2569
Reston Wealth Management
Virginia
$235K -$4.7K -85 -2%
OFG
2570
Oxford Financial Group
Indiana
$235K -$4.04K -73 -2%
EFL
2571
ERn Financial LLC
Wisconsin
$235K +$32.7K +591 +16%
HFS
2572
Howard Financial Services
Texas
$234K +$11.1K +201 +5%
TVAMP
2573
Tennessee Valley Asset Management Partners
Tennessee
$233K +$239K +4,323 New
PO
2574
Private Ocean
California
$232K -$41.8K -755 -15%
CAM
2575
Cidel Asset Management
Ontario, Canada
$232K -$9.13K -165 -4%

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.