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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
SL
1076
Summitry LLC
California
$3.22M -$49.8K -901 -1%
SSWM
1077
Smith Salley Wealth Management
North Carolina
$3.21M +$61K +1,103 +2%
GF
1078
Gries Financial
Ohio
$3.2M +$910K +16,454 +38%
AWC
1079
Abundance Wealth Counselors
Pennsylvania
$3.2M +$3.28M +59,304 New
VPIM
1080
Vanguard Personalized Indexing Management
California
$3.2M -$238K -4,310 -7%
EWM
1081
Empirical Wealth Management
Washington
$3.19M +$341K +6,161 +12%
SM
1082
Sciencast Management
New Jersey
$3.19M +$3.46M +62,588 New
MSAM
1083
Moloney Securities Asset Management
Missouri
$3.19M +$414K +7,478 +14%
SMFG
1084
Sumitomo Mitsui Financial Group
Japan
$3.17M +$706K +12,766 +28%
IFG
1085
Independent Financial Group
California
$3.16M +$73.6K +1,331 +2%
MYLI
1086
Meiji Yasuda Life Insurance
Japan
$3.15M -$19.8K -358 -0.6%
HI
1087
Hudock Inc
Pennsylvania
$3.15M -$45.9K -829 -1%
WB
1088
Webster Bank
Connecticut
$3.15M -$90.3K -1,633 -3%
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$3.14M +$926K +16,745 +40%
FAM
1090
Fred Alger Management
New York
$3.14M
FSA
1091
Fort Sheridan Advisors
Illinois
$3.12M +$185K +3,350 +6%
BONH
1092
Bank of New Hampshire
New Hampshire
$3.12M
UBV
1093
United Bank (Virginia)
Virginia
$3.12M -$23.7K -429 -0.7%
AF
1094
Arrow Financial
New York
$3.11M +$27.8K +503 +0.9%
MSA
1095
Marino Stram & Associates
Massachusetts
$3.1M +$850K +15,368 +37%
AWS
1096
Arkfeld Wealth Strategies
Nebraska
$3.1M +$142K +2,576 +5%
AT
1097
Arden Trust
Delaware
$3.09M -$44.8K -809 -1%
OAM
1098
Oak Asset Management
California
$3.09M -$1.72K -31 -0.1%
KCM
1099
Karp Capital Management
California
$3.09M +$643K +11,615 +26%
PFSC
1100
Peoples Financial Services Corp
Pennsylvania
$3.08M +$1.82K +33 +0.1%

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.