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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
CFG
2576
Compton Financial Group
Maryland
$232K +$111 +2 +0%
RWM
2577
RKL Wealth Management
Pennsylvania
$231K -$18.1K -328 -7%
GWM
2578
Greenhouse Wealth Management
Connecticut
$231K +$1.33K +24 +0.6%
OWM
2579
OneAscent Wealth Management
Alabama
$231K +$237K +4,284 New
CA
2580
CGN Advisors
Kansas
$230K -$82.8K -1,497 -26%
EGWAG
2581
Elwood & Goetz Wealth Advisory Group
Georgia
$230K
HIM
2582
Hillsdale Investment Management
Ontario, Canada
$230K +$70.8K +1,280 +43%
DWP
2583
Destiny Wealth Partners
Florida
$228K -$85.1K -1,538 -27%
FNBOH
2584
First National Bank of Hutchinson
Kansas
$227K
SLA
2585
Silver Lake Advisory
Utah
$227K +$1.77K +32 +0.8%
NFG
2586
Northeast Financial Group
Pennsylvania
$227K +$443 +8 +0.2%
GAM
2587
Griffin Asset Management
New York
$226K -$547K -9,883 -70%
AA
2588
Addison Advisors
Vermont
$225K -$11.2K -203 -5%
FI
2589
Fosun International
China
$225K
CNBT
2590
Cornerstone National Bank & Trust
Illinois
$224K +$3.93K +71 +2%
ECM
2591
EagleClaw Capital Management
Massachusetts
$224K -$93K -1,681 -29%
CWA
2592
Capital Wealth Alliance
Arizona
$224K -$26.2K -474 -10%
TIM
2593
Thompson Investment Management
Wisconsin
$223K +$940 +17 +0.4%
PAS
2594
Professional Advisory Services
Florida
$223K +$8.57K +155 +4%
ASC
2595
Atalanta Sosnoff Capital
New York
$223K +$229K +4,137 New
FWP
2596
Falcon Wealth Planning
California
$223K +$229K +4,137 New
AA
2597
ACT Advisors
North Carolina
$222K
EE
2598
EWG Elevate
California
$222K +$6.97K +126 +3%
IF
2599
Ironwood Financial
Arizona
$222K +$32.2K +582 +17%
FMN
2600
Financial Management Network
California
$221K -$73.9K -1,336 -25%

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.