We are live on ! Find out more

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
IWA
526
IBEX Wealth Advisors
New Jersey
$11M +$178K +3,218 +2%
KCM
527
Kanawha Capital Management
Virginia
$11M +$39.7K +717 +0.4%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$11M -$1.08M -19,580 -9%
HAI
529
Hennessy Advisors Inc
California
$10.9M -$177K -3,200 -2%
CIS
530
Connors Investor Services
Pennsylvania
$10.8M +$66.4K +1,200 +0.6%
CSS
531
Cubist Systematic Strategies
Connecticut
$10.7M -$6.78M -122,551 -38%
AAM
532
Autus Asset Management
Arizona
$10.6M +$423K +7,650 +4%
LOIM
533
Liberty One Investment Management
Illinois
$10.6M +$198K +3,584 +2%
TPCW
534
TD Private Client Wealth
New York
$10.5M -$490K -8,862 -4%
ISL
535
Ingalls & Snyder LLC
New York
$10.5M -$1.02M -18,527 -9%
B
536
Brightworth
Georgia
$10.5M +$585K +10,567 +6%
EW
537
Evoke Wealth
California
$10.4M +$379K +6,852 +4%
FBB
538
Fulton Breakefield Broenniman
Maryland
$10.4M +$16.5K +298 +0.2%
VWM
539
Venturi Wealth Management
Texas
$10.3M +$1.5M +27,046 +16%
FPCM
540
Financial Partners Capital Management
New York
$10.3M +$255K +4,607 +2%
TCM
541
Twin Capital Management
Pennsylvania
$10.3M -$653K -11,800 -6%
CAM
542
Congress Asset Management
Massachusetts
$10.2M +$173K +3,119 +2%
MCM
543
Murphy Capital Management
New Jersey
$10.2M -$61.8K -1,118 -0.6%
BFA
544
Bragg Financial Advisors
North Carolina
$10.1M +$420K +7,600 +4%
VAS
545
Valicenti Advisory Services
New York
$10.1M +$312K +5,637 +3%
BRWM
546
B. Riley Wealth Management
Tennessee
$10M +$718K +12,982 +6%
1IA
547
1834 Investment Advisors
Wisconsin
$9.99M +$275K +4,966 +3%
GC
548
Gratus Capital
Georgia
$9.98M +$338K +6,104 +3%
JWM
549
JGP Wealth Management
Oregon
$9.96M +$518K +9,371 +5%
XF
550
XML Financial
Maryland
$9.94M +$8.48M +153,354 +500%

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.