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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
HC
2726
Hoese & Co
Minnesota
$42K
MI
2727
Markston International
New York
$42K
WFA
2728
West Financial Advisors
Iowa
$41K +$27.7K +500 +198%
VCM
2729
Vigilant Capital Management
Maine
$40K +$6.31K +114 +18%
FQ
2730
First Quadrant
California
$37K -$5.53K -100 -13%
IHWM
2731
Iron Horse Wealth Management
Iowa
$37K
CCM
2732
Carderock Capital Management
Maryland
$35K +$36.3K +657 New
BAM
2733
Baldrige Asset Management
Pennsylvania
$32K -$3.71K -67 -10%
BFG
2734
Baron Financial Group
New Jersey
$31.6K
AWMS
2735
Advocacy Wealth Management Services
Georgia
$30K
RVM
2736
Robinson Value Management
Texas
$30K +$30.4K +550 New
CWAF
2737
Core Wealth Advisors (Florida)
Florida
$28K -$7.19K -130 -20%
CFG
2738
CKW Financial Group
Hawaii
$27K -$1.99K -36 -7%
ST
2739
Sageworth Trust
Pennsylvania
$22K -$75.7K -1,369 -77%
JWM
2740
Jackson Wealth Management
Florida
$19K +$124K +2,243 +4%
SWM
2741
Strategic Wealth Management
Washington
$18K -$56.9K -1,029 -75%
WCMN
2742
Westchester Capital Management (Nebraska)
Nebraska
$17K
SSC
2743
Syverson Strege & Co
Iowa
$17K +$13.4K +243 +386%
WIM
2744
Westside Investment Management
California
$16.4K +$2.54K +46 +2%
CDIA
2745
Capital Directions Investment Advisors
Georgia
$16K -$9.07K -164 -35%
LPWM
2746
Lake Point Wealth Management
Texas
$16K -$3.1K -56 -16%
HI
2747
Hoey Investments
Pennsylvania
$16K
MAM
2748
McCarthy Asset Management
California
$16K
SGAM
2749
Smith Group Asset Management
Texas
$16K
AW
2750
Avion Wealth
Texas
$16K +$55 +1 +0.3%

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.