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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
LFG
2651
Larson Financial Group
Missouri
$195K -$36.7K -664 -16%
LWA
2652
Lenox Wealth Advisors
New York
$194K +$7.74K +140 +4%
GC
2653
Garde Capital
Washington
$189K -$6.92K -125 -3%
ODG
2654
O'Dell Group
Ohio
$189K +$193K +3,494 New
FP
2655
Financial Perspectives
Minnesota
$187K +$332 +6 +0.2%
CMBA
2656
C.M. Bidwell & Associates
Hawaii
$187K +$64.8K +1,171 +51%
BAM
2657
Bellevue Asset Management
Washington
$182K -$2.49K -45 -1%
CBT
2658
Central Bank & Trust
Kentucky
$181K -$70.2K -1,269 -27%
SC
2659
Sierra Capital
Florida
$180K
HWM
2660
Holloway Wealth Management
Florida
$178K
KFS
2661
Kelly Financial Services
Massachusetts
$173K -$11.5M -207,630 -98%
WWMSC
2662
Wagner Wealth Management (South Carolina)
South Carolina
$171K +$6.14K +111 +4%
CWA
2663
Clearview Wealth Advisors
Oregon
$167K -$61.5K -1,112 -26%
TIM
2664
Tortoise Investment Management
New York
$164K
PP
2665
Peconic Partners
New York
$162K
SOW
2666
State of Wyoming
Wyoming
$155K -$1.82K -33 -1%
SFPG
2667
Stonebridge Financial Planning Group
Florida
$153K
JMF
2668
Johnson Midwest Financial
Iowa
$153K +$5.7K +103 +4%
CPC
2669
Consolidated Planning Corp
Georgia
$153K +$157K +2,837 New
HFS
2670
Horizon Financial Services
North Carolina
$151K -$9.68K -175 -6%
DOA
2671
D'Orazio & Associates
Virginia
$149K +$65.5K +1,185 +75%
TVWM
2672
Tower View Wealth Management
Wisconsin
$146K +$61.7K +1,116 +70%
DFCM
2673
Dark Forest Capital Management
Puerto Rico
$145K -$620K -11,209 -81%
GPA
2674
Guidance Point Advisors
Massachusetts
$145K +$149K +2,692 New
CA
2675
Centerpoint Advisors
Massachusetts
$135K -$106K -1,921 -43%

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.