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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
TG
2776
TCW Group
California
$2.25K -$21.9K -395 -0.9%
JIR
2777
James Investment Research
Ohio
$2K -$293K -5,305 -99%
HFS
2778
HBC Financial Services
Washington
$2K -$36.3K -656 -82%
PPWM
2779
PFG Private Wealth Management
Florida
$2K +$2.32K +42 New
VCWA
2780
Vanguard Capital Wealth Advisors
Colorado
$1.75K -$272K -4,912 -13%
SFO
2781
Standard Family Office
South Dakota
$1K -$824K -14,889 -100%
DWA
2782
Dougherty Wealth Advisers
Minnesota
$1K
YAL
2783
Your Advocates Ltd
Texas
$1K
Walleye Capital
2784
Walleye Capital
New York
$853 +$874K +15,793 New
LIA
2785
LBMC Investment Advisors
Tennessee
$480 +$3.82K +69 +0.8%
HF
2786
Halpern Financial
Virginia
$185
PCM
2787
Polaris Capital Management
Massachusetts
-$33.1M -591,434 Closed
HA
2788
Homestead Advisers
Virginia
-$30.6M -546,925 Closed
BTCPP
2789
Border to Coast Pensions Partnership
United Kingdom
-$18M -318,804 Closed
WFS
2790
Weitzel Financial Services
Iowa
-$3.66M -204,744 Closed
FM
2791
Freemont Management
Switzerland
-$8.39M -149,800 Closed
Tudor Investment Corp
2792
Tudor Investment Corp
Connecticut
-$7.97M -144,101 Closed
6M
2793
6 Meridian
Kansas
-$8.04M -143,471 Closed
TI
2794
Trexquant Investment
Connecticut
-$7.53M -134,465 Closed
CA
2795
Capitolis Advisors
New York
-$7.02M -125,269 Closed
SCM
2796
Sitrin Capital Management
California
-$6.57M -117,253 Closed
RL
2797
Ruffer LLP
United Kingdom
-$6.38M -113,824 Closed
LG
2798
Leuthold Group
Minnesota
-$5.25M -93,668 Closed
Wealth Enhancement Advisory Services
2799
Wealth Enhancement Advisory Services
Minnesota
-$5.29M -93,628 Closed
B
2800
BP
United Kingdom
-$5.12M -91,330 Closed

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.