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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
TAM
351
Trillium Asset Management
Massachusetts
$21.9M -$10.8M -195,736 -33%
BB
352
Busey Bank
Illinois
$21.6M +$4.38M +79,265 +25%
WPC
353
Waters Parkerson & Co
Louisiana
$21.6M +$176K +3,181 +0.8%
GG
354
Gofen & Glossberg
Illinois
$21.2M -$449K -8,123 -2%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$21.2M -$4.01M -72,523 -16%
FT
356
Fiduciary Trust
Massachusetts
$21M -$655K -11,837 -3%
WSFS
357
Wilmington Savings Fund Society
Delaware
$20.8M -$19.7K -357 -0.1%
NB
358
Norinchukin Bank
Japan
$20.8M +$841K +15,205 +4%
RE
359
RBC Europe
United Kingdom
$20.8M -$820K -14,822 -4%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$20.6M +$304K +5,498 +1%
SAM
361
Shell Asset Management
Netherlands
$20.5M -$6.75M -122,055 -24%
FMLI
362
Fukoku Mutual Life Insurance
Japan
$20.2M +$133K +2,400 +0.6%
ERSOT
363
Employees Retirement System of Texas
Texas
$20.2M
BAM
364
Barrett Asset Management
New York
$20M -$362K -6,553 -2%
HIMC
365
Heritage Investors Management Corp
Maryland
$19.9M +$269K +4,855 +1%
T
366
TOBAM
France
$19.8M +$5.97M +107,904 +42%
SAM
367
Securian Asset Management
Minnesota
$19.8M -$205K -3,710 -1%
CCMG
368
Clark Capital Management Group
Pennsylvania
$19.7M +$603K +10,901 +3%
AAS
369
Avantax Advisory Services
Texas
$19.7M +$1.02M +18,451 +5%
WAS
370
Wesleyan Assurance Society
United Kingdom
$19.6M
VWM
371
Valley Wealth Managers
New Jersey
$19.6M +$106K +1,920 +0.5%
GI
372
Gradient Investments
Minnesota
$19.5M +$2.64M +47,803 +15%
WT
373
Washington Trust
Rhode Island
$19.3M +$433K +7,828 +2%
MAP
374
Managed Asset Portfolios
Michigan
$19.3M +$44.9K +812 +0.2%
H
375
Hexavest
Quebec, Canada
$19.2M -$3.82M -69,000 -16%

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.