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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
SFA
2601
Source Financial Advisors
New York
$221K -$30K -543 -12%
IP
2602
Isthmus Partners
Wisconsin
$221K -$5.53K -100 -2%
PFA
2603
Paradigm Financial Advisors
Missouri
$220K -$22.1K -400 -9%
SFG
2604
Sather Financial Group
Texas
$219K -$88.5K -1,600 -28%
MA
2605
Modus Advisors
Minnesota
$219K
LOAMU
2606
Lombard Odier Asset Management (USA)
New York
$219K +$224K +4,054 New
ETC
2607
Exchange Traded Concepts
Oklahoma
$218K -$2.93M -52,996 -93%
PTB
2608
Pioneer Trust Bank
Oregon
$218K -$22.1K -400 -9%
PSIWM
2609
Paradigm Strategies in Wealth Management
Minnesota
$218K -$1.44K -26 -0.6%
IAS
2610
IMA Advisory Services
Colorado
$218K
RWRC
2611
R.W. Roge & Company
New York
$218K
MF
2612
Montis Financial
Massachusetts
$217K -$63.2K -1,142 -22%
AL
2613
ADE LLC
Maryland
$216K
AAP
2614
Aristotle Atlantic Partners
Florida
$216K
GIM
2615
Greylin Investment Management
Virginia
$216K +$19.4K +350 +10%
KA
2616
Klingman & Associates
New York
$215K -$34.8K -629 -14%
BA
2617
Ballew Advisors
Mississippi
$215K +$2.21K +40 +1%
FI
2618
Financial Insights
Washington
$214K +$608 +11 +0.3%
AC
2619
Applied Capital
Arkansas
$214K +$11.2K +203 +5%
AWM
2620
Aprio Wealth Management
Georgia
$214K +$20.1K +363 +10%
DI
2621
DFPG Investments
Utah
$214K +$228K +4,113 New
OCPWS
2622
One Charles Private Wealth Services
Massachusetts
$213K +$55 +1 +0%
PP
2623
Pacifica Partners
Canada
$213K +$38.7K +700 +22%
SHGA
2624
Sand Hill Global Advisors
California
$212K -$38.5K -696 -15%
D
2625
Diversified
Delaware
$211K -$10.2K -184 -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.