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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
BC
826
Burney Company
Virginia
$5.04M -$430K -7,780 -8%
PA
827
Perennial Advisors
New York
$5.04M +$342K +6,176 +7%
IF
828
Insight Folios
North Carolina
$5.04M +$1.43M +25,863 +38%
STB
829
S&T Bank
Pennsylvania
$5.03M +$745K +13,462 +17%
OPPTF
830
OPSEU Pension Plan Trust Fund
Ontario, Canada
$5.01M +$952K +17,201 +23%
SWM
831
Stockman Wealth Management
Montana
$5.01M +$520K +9,407 +11%
HEIP
832
Hudson Edge Investment Partners
New Jersey
$4.97M -$107K -1,926 -2%
B
833
Bailard
California
$4.96M -$4.97M -89,817 -49%
ETI
834
Enterprise Trust & Investment
California
$4.96M
LCP
835
Legacy Capital Partners
Wisconsin
$4.95M +$53.7K +970 +1%
EB
836
Eastern Bank
Massachusetts
$4.91M -$1.37M -24,828 -21%
Jones Financial Companies
837
Jones Financial Companies
Missouri
$4.9M -$524K -9,464 -9%
CK
838
Cohen Klingenstein
New York
$4.9M -$12.7K -230 -0.3%
BIC
839
Beach Investment Counsel
Pennsylvania
$4.89M
EAM
840
Erste Asset Management
Austria
$4.89M +$39.3K +711 +0.8%
SWA
841
SFMG Wealth Advisors
Texas
$4.87M +$755K +13,645 +18%
VAS
842
Vestmark Advisory Solutions
Massachusetts
$4.87M +$434K +7,845 +10%
ACM
843
Argyle Capital Management
Pennsylvania
$4.87M +$156K +2,817 +3%
VCM
844
Vision Capital Management
Oregon
$4.86M +$9.07K +164 +0.2%
RMAM
845
Raab & Moskowitz Asset Management
New Jersey
$4.84M -$22.7K -410 -0.5%
TNB
846
Thomasville National Bank
Georgia
$4.84M -$98K -1,771 -2%
PAMG
847
Patton Albertson Miller Group
Tennessee
$4.84M +$618K +11,175 +14%
IC
848
Intersect Capital
California
$4.83M -$315K -5,698 -6%
PWP
849
Principle Wealth Partners
Connecticut
$4.82M -$19K -344 -0.4%
ECM
850
Everence Capital Management
Indiana
$4.81M -$433K -7,820 -8%

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.