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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
EWA
2676
Evolution Wealth Advisors
Florida
$129K +$85.4K +1,544 +184%
FA
2677
Financial Advantage
Maryland
$128K -$46.9K -848 -26%
DI
2678
Disciplined Investments
Oklahoma
$128K -$2.05K -37 -2%
HWMA
2679
Heritage Wealth Management (Arizona)
Arizona
$126K -$10.3K -187 -7%
SCA
2680
Stuart Chaussee & Associates
California
$123K
CPA
2681
Cowen Prime Advisors
New York
$122K
SQA
2682
Simon Quick Advisors
New Jersey
$120K -$66.2K -1,196 -35%
SL
2683
Savior LLC
Massachusetts
$119K -$25.6K -462 -17%
IWMWV
2684
Ironwood Wealth Management (West Virginia)
West Virginia
$117K
NOI
2685
Newton One Investments
Delaware
$111K
POIA
2686
Pin Oak Investment Advisors
Texas
$111K
LF
2687
Lee Financial
Texas
$110K -$15.1K -273 -12%
CH
2688
Canton Hathaway
Rhode Island
$108K -$1.69M -30,526 -94%
TC
2689
Tacita Capital
Ontario, Canada
$108K
TCM
2690
TD Capital Management
Tennessee
$108K +$10.3K +187 +10%
AFS
2691
Annapolis Financial Services
Maryland
$106K -$23.8K -430 -18%
TFIPS
2692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K
EARNEST Partners
2693
EARNEST Partners
Georgia
$105K
CI
2694
Cordant Inc
Oregon
$102K +$885 +16 +0.9%
PFA
2695
Professional Financial Advisors
Nebraska
$100K +$664 +12 +0.7%
FWM
2696
Filbrandt Wealth Management
Wisconsin
$99K +$2.71K +49 +3%
BMD
2697
Better Money Decisions
New Mexico
$98K +$332 +6 +0.3%
FFC
2698
Fure Financial Corporation
Minnesota
$95K +$97.9K +1,769 New
MFA
2699
McClarren Financial Advisors
Pennsylvania
$92K -$6.8K -123 -7%
KA
2700
Kozak & Associates
Colorado
$92K +$97.2K +1,757 New

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.