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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
GP
676
Greenline Partners
New York
$6.92M +$4.54K +82 +0.1%
CP
677
Corbenic Partners
Pennsylvania
$6.91M +$1M +18,139 +17%
CCM
678
Consolidated Capital Management
California
$6.91M +$151K +2,737 +2%
DT
679
Diversified Trust
Tennessee
$6.9M +$644K +11,641 +10%
FMBTD
680
First Midwest Bank Trust Division
Illinois
$6.9M -$209K -3,784 -3%
ANBT
681
American National Bank & Trust
Texas
$6.9M -$2.11M -38,129 -23%
GHAM
682
Gilman Hill Asset Management
Connecticut
$6.89M +$169K +3,051 +2%
BFA
683
Benedict Financial Advisors
Georgia
$6.88M +$252K +4,547 +4%
VCA
684
Verdence Capital Advisors
Maryland
$6.88M +$517K +9,352 +8%
CI
685
Cigna Investments
Connecticut
$6.86M -$138K -2,487 -2%
WFG
686
Wills Financial Group
Virginia
$6.85M +$107K +1,934 +2%
HF
687
HRT Financial
New York
$6.85M +$7.01M +126,769 New
AIM
688
Artemis Investment Management
United Kingdom
$6.84M +$7.01M +126,699 New
VIA
689
Vident Investment Advisory
Georgia
$6.83M +$532K +9,621 +8%
1SAMC
690
12th Street Asset Management Company
Tennessee
$6.81M -$10.3M -186,764 -60%
GLA
691
Great Lakes Advisors
Illinois
$6.8M +$341K +6,168 +5%
PCIA
692
Prime Capital Investment Advisors
Kansas
$6.8M -$536K -9,681 -7%
QP
693
Quilter Plc
United Kingdom
$6.8M -$1.13M -20,498 -14%
CIC
694
Cutler Investment Counsel
Oregon
$6.79M -$65.1K -1,177 -0.9%
SAM
695
Sompo Asset Management
Japan
$6.76M -$1.35M -24,360 -16%
GIM
696
Grassi Investment Management
California
$6.75M -$33K -597 -0.5%
GCM
697
Gabalex Capital Management
New York
$6.75M +$1.38M +25,000 +25%
BFG
698
Beacon Financial Group
Texas
$6.74M +$714K +12,913 +12%
BWL
699
Bogart Wealth LLC
Virginia
$6.71M +$1.26M +22,830 +22%
AA
700
Ancora Advisors
Ohio
$6.71M +$15.7K +283 +0.2%

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.