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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
WIA
2851
Westbourne Investment Advisors
Maryland
-$245K -4,377 Closed
ESCM
2852
Echo Street Capital Management
New York
-$242K -4,316 Closed
VAG
2853
VisionPoint Advisory Group
Texas
-$240K -4,284 Closed
DMC
2854
Drexel Morgan & Co
Pennsylvania
-$235K -4,201 Closed
MC
2855
Machina Capital
France
-$233K -4,200 Closed
CCP
2856
Cassia Capital Partners
North Carolina
-$234K -4,175 Closed
AA
2857
Auxano Advisors
Washington
-$233K -4,157 Closed
TWM
2858
Triton Wealth Management
Arizona
-$228K -4,084 Closed
PCM
2859
Poehling Capital Management
Wisconsin
-$229K -4,083 Closed
CIP
2860
Capital Insight Partners
Arizona
-$227K -4,054 Closed
OPOWM
2861
One Plus One Wealth Management
Florida
-$227K -4,044 Closed
AWA
2862
Aaron Wealth Advisors
Illinois
-$221K -3,961 Closed
BRA
2863
Bender Robert & Associates
California
-$217K -3,874 Closed
CAWM
2864
Capital Advisors Wealth Management
Washington
-$209K -3,736 Closed
HCM
2865
Hollencrest Capital Management
California
-$209K -3,728 Closed
MWP
2866
Madison Wealth Partners
Wisconsin
-$208K -3,715 Closed
TCM
2867
Tuttle Capital Management
Connecticut
-$208K -3,709 Closed
TF
2868
TRH Financial
Iowa
-$207K -3,694 Closed
PFA
2869
Pure Financial Advisors
California
-$207K -3,691 Closed
DCM
2870
Driehaus Capital Management
Illinois
-$206K -3,681 Closed
SEEDPG
2871
S.E.E.D. Planning Group
New York
-$204K -3,646 Closed
BDFN
2872
Bond & Devick Financial Network
Minnesota
-$203K -3,621 Closed
NEPPG
2873
New England Professional Planning Group
Rhode Island
-$202K -3,620 Closed
EWP
2874
Engrave Wealth Partners
Texas
-$203K -3,618 Closed
HHRDM
2875
H&H Retirement Design & Management
Nevada
-$202K -3,614 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.