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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
WorldQuant Millennium Advisors
276
WorldQuant Millennium Advisors
New York
$31.3M -$3.77M -68,196 -11%
QAM
277
QCI Asset Management
New York
$31.1M +$1.64M +29,601 +5%
HNB
278
Huntington National Bank
Ohio
$30.9M -$1.58M -28,522 -5%
WBC
279
Westpac Banking Corp
Australia
$30.9M -$738K -13,344 -2%
MOACM
280
Mutual of America Capital Management
New York
$30.7M +$161K +2,913 +0.5%
CPSAC
281
Chas P. Smith & Associates (CPS)
Florida
$30.5M +$2.25M +40,625 +8%
KIA
282
KCM Investment Advisors
California
$30.1M +$616K +11,139 +2%
II
283
IFM Investors
Australia
$29.9M +$338K +6,104 +1%
AIMCA
284
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.8M +$160K +2,900 +0.5%
AWM
285
AE Wealth Management
Kansas
$29.8M +$2.04M +36,944 +7%
VI
286
Vestcor Inc
New Brunswick, Canada
$29.8M +$1.65M +29,902 +6%
LCAM
287
London & Capital Asset Management
United Kingdom
$29.8M +$3.02M +54,508 +11%
FP
288
Foundry Partners
Minnesota
$29.3M +$47K +850 +0.2%
SPIA
289
Steward Partners Investment Advisory
New York
$29.2M -$4.3M -77,654 -13%
CCM
290
Cullen Capital Management
New York
$29.2M +$1.51M +27,347 +5%
MIS
291
Morningstar Investment Services
Illinois
$29.1M +$208K +3,764 +0.7%
HCM
292
Heathbridge Capital Management
Ontario, Canada
$28.9M -$501K -9,050 -2%
ZIC
293
ZWJ Investment Counsel
Georgia
$28.8M +$1.02M +18,469 +4%
GHA
294
GW Henssler & Associates
Georgia
$28.5M +$3.15M +56,993 +12%
IMPI
295
Ilmarinen Mutual Pension Insurance
Finland
$28.4M +$360K +6,500 +1%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$28.3M +$2.14M +38,639 +8%
TAIM
297
Te Ahumairangi Investment Management
New Zealand
$28.1M +$3.68M +66,500 +15%
COPPSERS
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28M +$6.69K +121 +0%
EDRH
299
Edmond de Rothschild Holding
Switzerland
$28M -$5.58M -100,941 -16%
ACI
300
Alpha Cubed Investments
California
$27.9M +$1.21M +21,946 +4%

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.