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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
GIP
876
Granite Investment Partners
California
$4.62M +$99.6K +1,800 +2%
WA
877
WealthTrust Axiom
Pennsylvania
$4.59M +$15.7K +284 +0.3%
AF
878
Allworth Financial
California
$4.56M +$2.42M +43,833 +108%
TCA
879
Transcend Capital Advisors
New Jersey
$4.53M +$4.72M +85,304 New
AF
880
Advisornet Financial
Minnesota
$4.53M -$2.43M -43,866 -34%
CG
881
Cutler Group
California
$4.53M +$3.91M +70,690 +538%
CAM
882
Columbia Asset Management
Michigan
$4.52M +$37.9K +685 +0.8%
ERWM
883
Elk River Wealth Management
Colorado
$4.5M -$42.3K -764 -0.9%
DY
884
Dowling & Yahnke
California
$4.5M -$170K -3,072 -4%
Assenagon Asset Management
885
Assenagon Asset Management
Luxembourg
$4.49M +$2.44M +44,048 +113%
BHWA
886
Beacon Harbor Wealth Advisors
Virginia
$4.47M +$187K +3,387 +4%
TRCT
887
Tower Research Capital (TRC)
New York
$4.46M -$2.2M -39,721 -32%
SCM
888
Salem Capital Management
Massachusetts
$4.44M +$44.3K +800 +1%
OAM
889
Optimal Asset Management
California
$4.44M +$7.52K +136 +0.2%
MFG
890
Monte Financial Group
Connecticut
$4.44M +$483K +8,733 +12%
BFIM
891
Beese Fulmer Investment Management
Ohio
$4.43M -$39.4K -713 -0.9%
AM
892
Atwater Malick
Pennsylvania
$4.43M +$239K +4,318 +6%
VWA
893
Visionary Wealth Advisors
Illinois
$4.42M +$148K +2,678 +3%
MKC
894
M. Kraus & Co
Vermont
$4.41M -$2.6K -47 -0.1%
FPFS
895
First Personal Financial Services
North Carolina
$4.4M +$361K +6,521 +9%
SBIA
896
Sheaff Brock Investment Advisors
Indiana
$4.38M -$193K -3,491 -4%
PP
897
Paloma Partners
Connecticut
$4.36M -$8.98M -162,349 -67%
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$4.36M -$276K -4,986 -6%
CBTWT
899
Community Bank & Trust (Waco, Texas)
Texas
$4.34M +$40.3K +728 +0.9%
CAG
900
Crestwood Advisors Group
Massachusetts
$4.34M -$314K -5,678 -7%

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.