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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
HCMT
551
Highland Capital Management (Tennessee)
Tennessee
$9.94M -$258K -4,658 -2%
SCA
552
Stonebridge Capital Advisors
Minnesota
$9.92M -$8.24M -148,925 -45%
GIA
553
GHP Investment Advisors
Colorado
$9.78M +$732K +13,239 +8%
VCM
554
Violich Capital Management
California
$9.77M +$416K +7,525 +4%
RIL
555
Rothschild Investment LLC
Illinois
$9.73M +$70.4K +1,273 +0.7%
CCM
556
Callodine Capital Management
Massachusetts
$9.72M +$3.46M +62,500 +53%
CAM
557
Carret Asset Management
New York
$9.72M -$80.8K -1,460 -0.8%
SW
558
SteelPeak Wealth
California
$9.62M +$1.23M +22,206 +14%
CSIC
559
Clifford Swan Investment Counsel
California
$9.62M -$74.8K -1,353 -0.7%
JWCA
560
J.W. Cole Advisors
Florida
$9.6M +$657K +11,869 +7%
FG
561
Fiduciary Group
Georgia
$9.55M -$56.3K -1,018 -0.6%
CG
562
Colony Group
Massachusetts
$9.51M -$502K -9,080 -5%
GIM
563
Goelzer Investment Management
Indiana
$9.49M -$460K -8,312 -5%
ABC
564
Associated Banc-Corp
Wisconsin
$9.48M +$81.3K +1,470 +0.8%
LCM
565
Logan Capital Management
Pennsylvania
$9.47M +$526K +9,507 +6%
BPA
566
Beacon Pointe Advisors
California
$9.45M +$5.87M +106,106 +154%
CTA
567
Chesley Taft & Associates
Illinois
$9.44M -$1.84M -33,229 -16%
PNC
568
Park National Corp
Ohio
$9.43M -$419K -7,566 -4%
AIM
569
Aigen Investment Management
New York
$9.42M +$9.65M +174,473 New
IAA
570
Independent Advisor Alliance
North Carolina
$9.42M +$238K +4,297 +3%
PA
571
Parallel Advisors
California
$9.4M -$243K -4,386 -2%
AOWM
572
Alpha Omega Wealth Management
Virginia
$9.37M +$76.6K +1,384 +0.8%
BCM
573
Brookstone Capital Management
Illinois
$9.35M +$1.45M +26,168 +17%
GI
574
GAMCO Investors
Connecticut
$9.27M -$225K -4,059 -2%
GAM
575
Gotham Asset Management
New York
$9.15M +$832K +15,038 +10%

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.