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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
BAM
476
Bruderman Asset Management
New York
$12.8M +$141K +2,553 +1%
Pzena Investment Management
477
Pzena Investment Management
New York
$12.8M +$330K +5,971 +3%
TCOV
478
Trust Company of Vermont
Vermont
$12.6M +$709K +12,826 +6%
TBA
479
Tower Bridge Advisors
Pennsylvania
$12.6M +$54.9K +992 +0.4%
NCM
480
Novare Capital Management
North Carolina
$12.6M +$170K +3,070 +1%
ATC
481
Argent Trust Co
Tennessee
$12.5M +$270K +4,873 +2%
WS
482
Wedbush Securities
California
$12.5M +$215K +3,894 +2%
TCM
483
Telos Capital Management
California
$12.4M +$1.01M +18,308 +9%
ECM
484
Estabrook Capital Management
New York
$12.4M -$512K -9,257 -4%
BAM
485
Bell Asset Management
Australia
$12.4M +$3.9M +70,460 +44%
PP
486
Prudential plc
United Kingdom
$12.4M -$6.89M -124,495 -35%
NCM
487
Narwhal Capital Management
Georgia
$12.3M -$320K -5,778 -2%
SCM
488
SKBA Capital Management
California
$12.3M -$55.3K -1,000 -0.4%
ACM
489
Azimuth Capital Management
Michigan
$12.3M +$117K +2,114 +0.9%
ACM
490
AlphaCrest Capital Management
New York
$12.3M +$2.08M +37,625 +20%
SGI
491
Summit Global Investments
Utah
$12.3M -$963K -17,408 -7%
AAF
492
Andra AP-fonden
Sweden
$12.2M +$282K +5,100 +2%
MIA
493
MainStreet Investment Advisors
Illinois
$12.2M -$299K -5,406 -2%
TA
494
Tiedemann Advisors
New York
$12.2M -$2.54M -45,911 -17%
IIM
495
Intact Investment Management
Quebec, Canada
$12.2M +$559K +10,100 +5%
BTW
496
Boston Trust Walden
Massachusetts
$12.2M -$2.92M -52,844 -19%
SC
497
Saybrook Capital
North Carolina
$12.2M -$493K -8,906 -4%
EIA
498
Edgemoor Investment Advisors
Maryland
$12.1M -$1.71M -30,915 -12%
FFIC
499
First Fiduciary Investment Counsel
Ohio
$12.1M -$420K -7,594 -3%
AL
500
Arnhold LLC
New York
$12.1M -$2.58M -46,639 -17%

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.