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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
KFAA
2751
Klaas Financial Asset Advisors
Illinois
$15K +$166 +3 +1%
AFIA
2752
America First Investment Advisors
Nebraska
$14K
CCM
2753
Cribstone Capital Management
Maine
$13K -$608 -11 -4%
CMA
2754
Cedar Mountain Advisors
Oregon
$13K +$6.03K +109 +85%
BCPWM
2755
Bradley & Co Private Wealth Management
Florida
$11K
IPW
2756
IronBridge Private Wealth
Texas
$11K
RDFA
2757
Ritter Daniher Financial Advisory
Ohio
$11K +$4.26K +77 +58%
TFA
2758
Toth Financial Advisory
Virginia
$10K
RTL
2759
Red Tortoise LLC
Georgia
$10K +$13.9K +251 New
MS
2760
Mizuho Securities
Japan
$9K
UFF
2761
USA Financial Formulas
Michigan
$9K +$4.15K +75 +85%
CWM
2762
Cranbrook Wealth Management
Michigan
$8K -$16.6K -301 -68%
BHWM
2763
Bay Harbor Wealth Management
Maryland
$7K -$21.1K -382 -76%
MFT
2764
Moisand Fitzgerald Tamayo
Florida
$6K -$16.7K -302 -72%
GC
2765
Globeflex Capital
California
$6K
CIM
2766
Contravisory Investment Management
Massachusetts
$5K
NWM
2767
Navigation Wealth Management
Colorado
$5K
SAM
2768
Strategic Asset Management
Minnesota
$5K +$5.53K +100 New
WIA
2769
Wealthstreet Investment Advisors
Texas
$4K -$87.5K -1,582 -95%
EAM
2770
Eukles Asset Management
Ohio
$4K
TJHA
2771
Thomas J. Herzfeld Advisors
Florida
$4K
TAM
2772
Tucker Asset Management
Colorado
$3.71K -$1.05K -19 -21%
BBHC
2773
Brown Brothers Harriman & Co
New York
$3.51K +$264K +4,765 +8%
MAM
2774
Marquette Asset Management
Minnesota
$3K
MIM
2775
Macroview Investment Management
Maryland
$3K +$2.77K +50 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.