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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
IPW
1051
Inlet Private Wealth
Florida
$3.32M
SHA
1052
Seneca House Advisors
Virginia
$3.32M -$15.4K -279 -0.5%
BFS
1053
Bard Financial Services
Connecticut
$3.3M +$137K +2,480 +4%
RBA
1054
Richard Bernstein Advisors
New York
$3.3M +$285K +5,145 +9%
EF
1055
Exeter Financial
Arizona
$3.3M +$107K +1,939 +3%
MWM
1056
Mascoma Wealth Management
New Hampshire
$3.29M +$1.38K +25 +0%
SC
1057
Slow Capital
California
$3.29M +$78.4K +1,417 +2%
CA
1058
Clearstead Advisors
Ohio
$3.28M +$608 +11 +0%
FBT
1059
First Bankers Trust
Kentucky
$3.28M +$121K +2,196 +4%
NFG
1060
Next Financial Group
Texas
$3.28M +$379K +6,854 +13%
RMC
1061
Resources Management Corp
Connecticut
$3.27M -$355K -6,415 -10%
KNW
1062
Kesler Norman & Wride
Utah
$3.27M +$129K +2,323 +4%
FTDI
1063
First Trust Direct Indexing
Massachusetts
$3.27M +$525K +9,498 +19%
BKA
1064
Brick & Kyle Associates
Pennsylvania
$3.27M +$113K +2,046 +4%
KA
1065
KLCM Advisors
Wisconsin
$3.27M +$458K +8,276 +16%
FANJ
1066
Financial Architects (New Jersey)
New Jersey
$3.27M -$243K -4,399 -7%
RIG
1067
Roosevelt Investment Group
New York
$3.25M -$79.3K -1,434 -2%
CT
1068
Chicago Trust
Illinois
$3.25M +$489K +8,845 +17%
CBN
1069
Cadence Bank NA
Texas
$3.24M -$18.9K -341 -0.6%
FC
1070
Forte Capital
New York
$3.24M +$131K +2,363 +4%
PDN
1071
Pensionfund DSM Netherlands
Netherlands
$3.24M -$2.77M -50,000 -45%
ECM
1072
Evergreen Capital Management
Washington
$3.24M +$416K +7,515 +14%
WMSA
1073
Weiss Multi-Strategy Advisers
New York
$3.23M +$3.31M +59,890 New
CTFG
1074
Capstone Triton Financial Group
Oklahoma
$3.23M +$274K +4,956 +9%
BIAS
1075
Beacon Investment Advisory Services
New Jersey
$3.22M -$2.83M -51,141 -46%

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.