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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
ZB
926
Zions Bancorporation
Utah
$4.21M +$870K +15,723 +25%
MAFM
927
Mid Atlantic Financial Management
Pennsylvania
$4.2M -$150K -2,705 -3%
BEAM
928
Baker Ellis Asset Management
Washington
$4.19M +$79.2K +1,432 +2%
S
929
Surevest
California
$4.18M +$230K +4,159 +6%
BCCM
930
Bridge Creek Capital Management
Massachusetts
$4.16M +$339K +6,126 +9%
MCP
931
Mirador Capital Partners
California
$4.15M +$90.2K +1,631 +2%
FFWA
932
FRG Family Wealth Advisors
Washington
$4.14M -$212K -3,840 -5%
Fayez Sarofim & Co
933
Fayez Sarofim & Co
Texas
$4.1M -$2.18M -39,491 -34%
CWG
934
Cornerstone Wealth Group
North Carolina
$4.1M +$186K +3,360 +5%
HCM
935
Harvey Capital Management
Florida
$4.1M +$3.54M +64,000 +538%
PLFAM
936
Pineno Levin & Ford Asset Management
Virginia
$4.1M +$45.1K +815 +1%
APP
937
Avantax Planning Partners
Iowa
$4.09M -$699K -12,642 -14%
LPT
938
Legacy Private Trust
Wisconsin
$4.08M -$348K -6,290 -8%
FNFDCM
939
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.08M +$165K +2,989 +4%
SC
940
Sawyer & Company
Massachusetts
$4.07M
BFEC
941
Benjamin F. Edwards & Company
Missouri
$4.06M -$6.64K -120 -0.2%
GVAG
942
Great Valley Advisor Group
Delaware
$4.02M +$347K +6,267 +9%
CCM
943
Check Capital Management
California
$4.01M +$197K +3,570 +5%
CF
944
Clarity Financial
Texas
$4M +$225K +4,071 +6%
UF
945
Univest Financial
Pennsylvania
$3.99M +$149K +2,697 +4%
BB
946
Bell Bank
North Dakota
$3.99M +$292K +5,284 +8%
PS
947
Pensionfund Sabic
Netherlands
$3.97M
PTC
948
Private Trust Company
Ohio
$3.97M -$664K -11,995 -14%
SCM
949
Spreng Capital Management
Ohio
$3.97M +$167K +3,014 +4%
PWSG
950
Pacific Wealth Strategies Group
California
$3.96M +$130K +2,357 +3%

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.