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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
MNBTD
426
Moody National Bank Trust Division
Texas
$15.3M -$16.1K -291 -0.1%
BSA
427
Braun Stacey Associates
New York
$15.2M -$280K -5,059 -2%
PI
428
PFS Investments
Georgia
$15.1M +$1.4M +25,254 +10%
WCM
429
Wedge Capital Management
North Carolina
$15.1M +$1.42M +25,654 +10%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$15.1M +$2.06M +37,318 +15%
CT
431
Cambridge Trust
Massachusetts
$15.1M -$421K -7,603 -3%
NSAM
432
North Star Asset Management
Wisconsin
$15M +$903K +16,333 +6%
CA
433
Cullinan Associates
Kentucky
$14.9M +$986K +17,826 +7%
XWM
434
Xcel Wealth Management
Florida
$14.9M +$6.52M +117,953 +75%
BCP
435
Blue Chip Partners
Michigan
$14.7M +$554K +10,007 +4%
NMERB
436
New Mexico Educational Retirement Board
New Mexico
$14.6M -$271K -4,900 -2%
AI
437
Atria Investments
North Carolina
$14.5M -$85.8K -1,551 -0.6%
VHAM
438
Van Hulzen Asset Management
California
$14.4M +$338K +6,117 +2%
S
439
Seeyond
France
$14.4M -$1.96M -35,409 -12%
SWP
440
Stratos Wealth Partners
Ohio
$14.4M +$164K +2,972 +1%
NLGIA
441
Nippon Life Global Investors Americas
New York
$14.4M +$7.39M +133,650 +101%
WB
442
WesBanco Bank
West Virginia
$14.3M -$626K -11,315 -4%
BCI
443
Brinker Capital Investments
Pennsylvania
$14.2M
VC
444
Vestor Capital
Illinois
$14.1M
PTC
445
Philadelphia Trust Company
Pennsylvania
$14.1M -$1.19M -21,467 -8%
Impax Asset Management Group
446
Impax Asset Management Group
United Kingdom
$14.1M +$62.6K +1,131 +0.4%
OSAM
447
O'Shaughnessy Asset Management
Connecticut
$14M -$12.2M -221,324 -46%
BPWM
448
Badgley Phelps Wealth Managers
Washington
$14M +$14.4M +259,991 New
TF
449
TIAA FSB
Florida
$14M -$365K -6,598 -2%
ZAM
450
Zevin Asset Management
Massachusetts
$14M +$784K +14,177 +6%

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.