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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
PP
401
Palladium Partners
Virginia
$17.2M +$371K +6,714 +2%
BMO
402
Beck Mack & Oliver
New York
$17.1M +$237K +4,284 +1%
CCM
403
Covington Capital Management
California
$17.1M -$2.37M -42,754 -12%
WIC
404
Woodmont Investment Counsel
Tennessee
$17M +$1.86M +33,678 +12%
CC
405
Cadinha & Co
Hawaii
$17M +$6.57M +118,729 +61%
PAM
406
Panagora Asset Management
Massachusetts
$16.9M -$30.1M -544,149 -63%
WT
407
Whittier Trust
California
$16.9M +$235K +4,249 +1%
EWM
408
Edge Wealth Management
New York
$16.9M +$886K +16,018 +5%
FHA
409
First Horizon Advisors
Tennessee
$16.5M +$14.5M +262,439 +608%
SAI
410
Systematic Alpha Investments
New Jersey
$16.4M -$10.8M -195,964 -39%
Daiwa Securities Group
411
Daiwa Securities Group
Japan
$16.4M -$544K -9,829 -3%
SAM
412
Sawgrass Asset Management
Florida
$16.3M -$3.23M -58,380 -16%
SFM
413
Stack Financial Management
Montana
$16.2M +$85.9K +1,552 +0.5%
ACM
414
Argent Capital Management
Missouri
$16.2M -$58.3K -1,054 -0.4%
RCYC
415
Richard C. Young & Co
Rhode Island
$16M +$24.8K +448 +0.2%
TBC
416
Tweedy, Browne Co
Connecticut
$15.9M -$146K -2,645 -0.9%
TAF
417
Tredje AP-fonden
Sweden
$15.8M +$8.3M +150,000 +105%
RFA
418
Reilly Financial Advisors
California
$15.8M +$548K +9,901 +4%
RMA
419
Roffman Miller Associates
Pennsylvania
$15.7M -$5.57M -100,687 -26%
FNT
420
First National Trust
Pennsylvania
$15.7M +$180K +3,263 +1%
AF
421
Ally Financial
Michigan
$15.7M
EMPI
422
Elo Mutual Pension Insurance
Finland
$15.6M
LS
423
Livforsakringsbolaget Skandia
Sweden
$15.4M -$708K -12,800 -4%
RT
424
Rockland Trust
Massachusetts
$15.4M +$504K +9,114 +3%
PWP
425
Private Wealth Partners
California
$15.4M -$212K -3,840 -1%

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.