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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
Nomura Holdings
801
Nomura Holdings
Japan
$5.26M -$347K -6,277 -6%
LCS
802
Levin Capital Strategies
New York
$5.26M -$31K -561 -0.6%
AAM
803
AR Asset Management
California
$5.26M +$664K +12,000 +14%
EWM
804
Executive Wealth Management
Michigan
$5.25M +$40.9K +739 +0.8%
ODCM
805
Old Dominion Capital Management
Virginia
$5.25M +$20.7K +375 +0.4%
SWA
806
Stratos Wealth Advisors
Ohio
$5.25M +$125K +2,261 +2%
SS
807
Sunbelt Securities
Texas
$5.23M
BST
808
Bath Savings Trust
Maine
$5.22M +$72.9K +1,317 +1%
MA
809
Montag & Associates
Georgia
$5.18M +$560K +10,116 +12%
SIM
810
Stratos Investment Management
Ohio
$5.16M +$1.17M +21,110 +28%
MCP
811
Martin Capital Partners
Oregon
$5.15M +$46.5K +840 +0.9%
BO
812
Bank OZK
Arkansas
$5.13M -$20.4K -369 -0.4%
BHC
813
Bowen Hanes & Co
Florida
$5.13M -$625K -11,306 -11%
MCM
814
Mattern Capital Management
Colorado
$5.13M +$342K +6,184 +7%
BCM
815
Blume Capital Management
California
$5.12M +$161K +2,915 +3%
LNC
816
Lincoln National Corp
Pennsylvania
$5.11M -$514K -9,300 -9%
CCG
817
Cypress Capital Group
Florida
$5.11M -$2.27K -41 -0%
MPI
818
Mairs & Power Inc
Minnesota
$5.1M -$178K -3,221 -3%
HH
819
Hilltop Holdings
Texas
$5.09M +$1.26M +22,861 +32%
PWM
820
Perigon Wealth Management
California
$5.09M -$348K -6,299 -6%
WKWM
821
Walter & Keenan Wealth Management
Indiana
$5.09M +$49.7K +898 +1%
AF
822
Alerus Financial
North Dakota
$5.08M +$563K +10,175 +12%
SIAP
823
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.05M +$31.1K +562 +0.6%
MLL
824
Moody Lynn & Lieberson
Massachusetts
$5.04M +$393K +7,102 +8%
PMG
825
ProVise Management Group
Florida
$5.04M +$527K +9,524 +11%

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.