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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
AIM
2826
Axiom Investment Management
New York
-$572K -10,227 Closed
CIA
2827
CCM Investment Advisers
South Carolina
-$544K -9,718 Closed
LK
2828
Lumbard & Kellner
New Hampshire
-$516K -9,195 Closed
HC
2829
Hatton Consulting
Arizona
-$477K -8,522 Closed
FL
2830
Fort LP
Maryland
-$477K -8,516 Closed
JPG
2831
Jordan Park Group
California
-$468K -8,358 Closed
T
2832
TRUADVICE
Florida
-$467K -8,314 Closed
CMANY
2833
Capital Management Associates (New York)
New York
-$435K -7,770 Closed
SFG
2834
SageGuard Financial Group
Tennessee
-$419K -7,474 Closed
AAM
2835
Arabesque Asset Management
United Kingdom
-$418K -7,461 Closed
DFG
2836
Demars Financial Group
Washington
-$411K -7,333 Closed
HPC
2837
Hobart Private Capital
North Carolina
-$405K -7,230 Closed
FWM
2838
Foresight Wealth Management
Utah
-$395K -7,057 Closed
AI
2839
AXS Investments
New York
-$386K -6,893 Closed
JFGLC
2840
Johnson Financial Group LLC (Colorado)
Colorado
-$369K -6,589 Closed
NED
2841
Nancy E. Dempze
-$329K -5,875 Closed
SRSA
2842
S.R. Schill & Associates
Washington
-$326K -5,815 Closed
NA
2843
Navellier & Associates
Nevada
-$317K -5,651 Closed
LAM
2844
L2 Asset Management
Massachusetts
-$302K -5,386 Closed
QC
2845
QCM Cayman
Texas
-$291K -5,190 Closed
GSIS
2846
Global Strategic Investment Solutions
Arizona
-$282K -5,030 Closed
FFG
2847
Ford Financial Group
California
-$268K -4,794 Closed
BFM
2848
Boothbay Fund Management
New York
-$264K -4,767 Closed
SDWMA
2849
Schneider Downs Wealth Management Advisors
Pennsylvania
-$252K -4,503 Closed
HC
2850
HNP Capital
New York
-$248K -4,435 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.