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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
CC
2801
Claybrook Capital
Massachusetts
-$4.06M -72,449 Closed
NMIFOAC
2802
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$3.15M -56,137 Closed
BA
2803
BCM Advisors
Louisiana
-$3.02M -54,162 Closed
AWM
2804
Avitas Wealth Management
California
-$2.68M -47,849 Closed
PWM
2805
PRW Wealth Management
Massachusetts
-$1.92M -34,254 Closed
SCP
2806
Silverleafe Capital Partners
Tennessee
-$1.91M -34,101 Closed
AFS
2807
Access Financial Services
Minnesota
-$1.8M -32,139 Closed
CRI
2808
Colonial River Investments
Virginia
-$1.8M -32,059 Closed
WCM
2809
Weld Capital Management
New York
-$1.67M -29,865 Closed
SCM
2810
Seascape Capital Management
New Hampshire
-$1.49M -26,559 Closed
AFA
2811
Abacus FCF Advisors
Florida
-$1.45M -25,803 Closed
WCM
2812
Wunderlich Capital Managemnt
Tennessee
-$1.37M -24,410 Closed
QTM
2813
qPULA Trading Management
New York
-$1.3M -23,261 Closed
ER
2814
Enlightenment Research
Florida
-$1.27M -22,700 Closed
MF
2815
Magnetar Financial
Illinois
-$1.15K -20,506 Closed
JDR
2816
Jay D. Rosenbaum
-$1.09M -19,545 Closed
Verition Fund Management
2817
Verition Fund Management
Connecticut
-$1.04M -18,794 Closed
LSAG
2818
Lake Street Advisors Group
New Hampshire
-$1M -18,032 Closed
JF
2819
Jump Financial
Illinois
-$901K -16,077 Closed
NAG
2820
Northstar Advisory Group
New Jersey
-$765K -13,649 Closed
OQS
2821
Occudo Quantitative Strategies
Florida
-$711K -12,682 Closed
LFASL
2822
Lugano Financial Advisors SA (LFA)
Switzerland
-$618K -11,032 Closed
WPW
2823
Warther Private Wealth
Ohio
-$620K -11,009 Closed
HA
2824
HC Advisors
Georgia
-$609K -10,873 Closed
GI
2825
Glovista Investments
New Jersey
-$590K -10,533 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.