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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
DILIC
251
Dai-ichi Life Insurance Company
Japan
$39.5M -$268K -4,841 -0.7%
DP
252
Dearborn Partners
Illinois
$39.4M -$31.3K -565 -0.1%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$39.1M
BG
254
Bollard Group
Massachusetts
$38.9M +$918K +16,603 +2%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$38.5M -$67.9K -1,227 -0.2%
PA
256
Pinnacle Associates
New York
$37M +$7.42M +134,097 +24%
BF
257
BOK Financial
Oklahoma
$36.4M +$37.3M +674,789 New
WF
258
Welch & Forbes
Massachusetts
$36.4M +$1.83M +33,108 +5%
MA
259
MUFG Americas
New York
$36.2M +$1.54M +27,774 +4%
First Manhattan
260
First Manhattan
New York
$35.9M -$1.55M -27,939 -4%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$35.8M +$4.12M +74,551 +13%
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$35.4M -$46.6M -842,543 -56%
Connor, Clark & Lunn Investment Management (CC&L)
263
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.3M -$3.91M -70,701 -10%
RRAM
264
River Road Asset Management
Kentucky
$35.1M +$1.04M +18,839 +3%
TPSF
265
Texas Permanent School Fund
Texas
$34.5M -$2.67M -48,211 -7%
CAN
266
Cetera Advisor Networks
California
$34.3M +$3.13M +56,507 +10%
MSL
267
Mackay Shields LLC
New York
$34.2M -$1.01M -18,257 -3%
RCM
268
RNC Capital Management
California
$33.9M -$127K -2,287 -0.4%
OC
269
Oppenheimer & Co
New York
$33.5M +$2.07M +37,409 +6%
PMG
270
Private Management Group
California
$33.1M +$3.31M +59,925 +11%
WG
271
Welch Group
Alabama
$32.9M +$850K +15,359 +3%
OSIA
272
O'Shares Investment Advisers
Massachusetts
$32.3M +$9.68M +174,960 +41%
ST
273
Sabal Trust
Florida
$32.1M +$1.18M +21,367 +4%
CEI
274
Clark Estates Inc
New York
$31.6M +$1.11M +20,000 +4%
CAI
275
Capital Advisors Inc
Oklahoma
$31.5M +$969K +17,510 +3%

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.