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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
ACM
2876
Alethea Capital Management
Washington
-$202K -3,600 Closed
AP
2877
Adero Partners
California
-$201K -3,583 Closed
FWM
2878
FFT Wealth Management
Pennsylvania
-$179K -3,189 Closed
SWG
2879
Summit Wealth Group
Vermont
-$154K -2,743 Closed
NICM
2880
Neo Ivy Capital Management
New York
-$144K -2,574 Closed
FCMT
2881
Founders Capital Management (Texas)
Texas
-$86K -1,526 Closed
MSE
2882
MUFG Securities EMEA
United Kingdom
-$82K -1,460 Closed
EBSAM
2883
Eubel Brady & Suttman Asset Management
Ohio
-$81K -1,400 Closed
PWP
2884
Personal Wealth Partners
Minnesota
-$58K -1,027 Closed
BC
2885
Barnett & Company
Tennessee
-$42K -749 Closed
ACM
2886
Anfield Capital Management
California
-$32K -570 Closed
M1FG
2887
Mach-1 Financial Group
Arkansas
-$28K -508 Closed
LSA
2888
Lion Street Advisors
Texas
-$24.7K -440 Closed
FPW
2889
Flagship Private Wealth
Massachusetts
-$22.1K -391 Closed
PWS
2890
Paragon Wealth Strategies
Florida
-$19K -338 Closed
Q
2891
QVR
California
-$16.9K -306 Closed
CPWM
2892
Cypress Point Wealth Management
Texas
-$9.24K -167 -95%
GKIM
2893
GW&K Investment Management
Massachusetts
-$8K -138 Closed
IRAG
2894
Investment Research & Advisory Group
Georgia
-$5K -97 Closed
TWP
2895
TFO Wealth Partners
Ohio
-$5.14K -93 -98%
AIA
2896
Arcadia Investment Advisors
Idaho
-$2.3K -41 Closed
TFA
2897
Transamerica Financial Advisors
Florida
-$1K -11 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.