We are live on ! Find out more

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
JWM
2701
Janiczek Wealth Management
Colorado
$91K -$20.7K -375 -18%
FGAM
2702
Financial Gravity Asset Management
Texas
$90K -$111 -2 -0.3%
SMG
2703
Spectrum Management Group
Indiana
$90K +$3.98K +72 +5%
SA
2704
SRH Advisors
Kansas
$90K +$21.7K +392 +31%
LJHT
2705
Laurie J. Hall Trustee
$86K
HWM
2706
HighMark Wealth Management
Minnesota
$83K -$55 -1 -0.1%
BA
2707
Bellwether Advisors
Nebraska
$80K +$19K +343 +30%
CAL
2708
Capital Advisors Ltd
Ohio
$79K
MGIM
2709
M&G Investment Management
United Kingdom
$77.3K +$55.2M +998,689 +230%
JEST
2710
JTC Employer Solutions Trustee
Jersey
$73K +$3.37K +61 +5%
IWP
2711
IAG Wealth Partners
Wisconsin
$71K -$28.2K -510 -28%
CA
2712
Crewe Advisors
Utah
$69K +$4.2K +76 +6%
M
2713
Mirova
France
$68K +$6.31K +114 +10%
MIM
2714
Meridiem Investment Management
United Kingdom
$67K
FEG
2715
Financial Enhancement Group
Indiana
$66K
RWML
2716
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$63.8K +$3.26K +59 +5%
Nisa Investment Advisors
2717
Nisa Investment Advisors
Missouri
$55.5K +$1.79M +32,300 +3%
JWBC
2718
John W. Brooker & Co
California
$52K
RA
2719
Resolute Advisors
California
$52K
CIA
2720
Cascade Investment Advisors
Oregon
$47.7K
WAM
2721
Westport Asset Management
Connecticut
$47K
BIA
2722
Bell Investment Advisors
California
$46K +$47.3K +855 New
CWM
2723
Cedar Wealth Management
California
$44K -$34.1K -617 -43%
HRC
2724
Hoertkorn Richard Charles
$43K
TCWA
2725
Ten Capital Wealth Advisors
Washington
$43K +$13.8K +250 +46%

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.