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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
CFGS
1001
Concourse Financial Group Securities
Alabama
$3.61M +$236K +4,264 +7%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$3.6M +$195K +3,527 +6%
SFA
1003
Souders Financial Advisors
Ohio
$3.6M +$181K +3,274 +5%
DWM
1004
Dakota Wealth Management
Florida
$3.59M +$66.2K +1,196 +2%
WAP
1005
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$58.2K -1,053 -2%
BCFS
1006
Butensky & Cohen Financial Security
Florida
$3.58M +$801K +14,472 +28%
FWCM
1007
Ferguson Wellman Capital Management
Oregon
$3.58M -$54.7K -988 -1%
GLA
1008
Good Life Advisors
Pennsylvania
$3.58M +$611K +11,046 +20%
CM
1009
Capula Management
Cayman Islands
$3.57M -$8.48M -153,385 -70%
HCM
1010
Hall Capital Management
Rhode Island
$3.56M -$122K -2,208 -3%
CPIA
1011
Cornell Pochily Investment Advisors
New York
$3.55M +$148K +2,679 +4%
DBT
1012
Dubuque Bank & Trust
Iowa
$3.54M +$81.2K +1,468 +2%
PFS
1013
Physicians Financial Services
North Carolina
$3.54M +$56.7K +1,025 +2%
EA
1014
Ellsworth Advisors
Ohio
$3.53M +$723K +13,072 +25%
CAM
1015
Centre Asset Management
New York
$3.52M +$11.1K +200 +0.3%
FM
1016
Family Management
New York
$3.52M -$37.3K -674 -1%
BCM
1017
BTC Capital Management
Iowa
$3.51M +$883K +15,958 +32%
NSEDCP
1018
NJ State Employees Deferred Compensation Plan
New Jersey
$3.51M
PAM
1019
Paradigm Asset Management
New York
$3.51M -$177K -3,200 -5%
IWM
1020
IHT Wealth Management
Illinois
$3.51M -$863K -15,603 -19%
TWM
1021
TriaGen Wealth Management
California
$3.51M -$1.44K -26 -0%
MBTD
1022
Mechanics Bank - Trust Department
California
$3.5M +$11.7K +211 +0.3%
CIP
1023
Convergence Investment Partners
Florida
$3.5M -$545K -9,859 -13%
IEFM
1024
IQ EQ Fund Management
Ireland
$3.49M -$41.2K -745 -1%
HWAM
1025
Hennion & Walsh Asset Management
New Jersey
$3.48M -$47.4K -856 -1%

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.