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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
KA
976
Kovack Advisors
Florida
$3.79M +$261K +4,725 +7%
CWM
977
Concentric Wealth Management
California
$3.78M +$127K +2,291 +3%
ACM
978
Advent Capital Management
New York
$3.78M +$3.87M +70,000 New
FAIM
979
Financial Advocates Investment Management
Washington
$3.76M -$268K -4,853 -7%
SCA
980
Sage Capital Advisors
South Dakota
$3.75M +$77.1K +1,394 +2%
MMA
981
Miracle Mile Advisors
California
$3.74M +$597K +10,796 +18%
IA
982
IndexIQ Advisors
New York
$3.73M +$176K +3,181 +5%
WSCM
983
Wellington Shields Capital Management
New York
$3.73M -$2.25M -40,667 -37%
EIP
984
Easterly Investment Partners
Massachusetts
$3.72M +$451K +8,156 +13%
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.71M +$417K +7,533 +12%
BU
986
BBVA USA
Alabama
$3.71M -$249K -4,508 -6%
SA
987
Strategic Advisors
New York
$3.67M -$248K -4,480 -6%
HPIA
988
Hamilton Point Investment Advisors
North Carolina
$3.67M +$48.1K +870 +1%
SNT
989
Security National Trust
West Virginia
$3.67M
WBC
990
West Branch Capital
Massachusetts
$3.67M -$84.1K -1,521 -2%
PAM
991
Pegasus Asset Management
New York
$3.65M +$158K +2,863 +4%
BL
992
BCWM LLC
Kansas
$3.64M +$53.2K +961 +1%
WAM
993
WNY Asset Management
New York
$3.64M +$1.21M +21,916 +48%
HCA
994
Horan Capital Advisors
Ohio
$3.64M +$87K +1,572 +2%
LDB
995
Lee, Danner & Bass
Tennessee
$3.63M -$361K -6,525 -9%
AIA
996
Affinity Investment Advisors
California
$3.63M +$51.4K +930 +1%
CCT
997
Capital City Trust
Florida
$3.63M +$102K +1,835 +3%
VDBMI
998
Van Den Berg Management I
Texas
$3.63M +$20.6K +373 +0.6%
BB
999
Berkshire Bank
Massachusetts
$3.63M +$116K +2,106 +3%
WI
1000
WBI Investments
New Jersey
$3.62M +$745K +13,472 +25%

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.