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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
SFO
1126
Stokes Family Office
Louisiana
$2.88M +$217K +3,916 +8%
JC
1127
JB Capital
Connecticut
$2.88M +$2.95M +53,299 New
EFS
1128
Essex Financial Services
Connecticut
$2.88M +$17.8K +322 +0.6%
CMO
1129
Covenant Multifamily Offices
Texas
$2.87M +$273K +4,933 +10%
TH
1130
TCTC Holdings
Texas
$2.87M +$1.23M +22,274 +72%
NIM
1131
Northeast Investment Management
Massachusetts
$2.86M +$42.7K +772 +1%
AAS
1132
Annex Advisory Services
Wisconsin
$2.85M +$79.2K +1,432 +3%
IAIM
1133
International Assets Investment Management
Florida
$2.84M +$354K +6,392 +14%
MCM
1134
McMillion Capital Management
North Carolina
$2.84M -$32.4K -586 -1%
NAM
1135
NorthCoast Asset Management
Connecticut
$2.83M -$324K -5,851 -10%
WMA
1136
Wealth Management Associates
New Jersey
$2.83M -$253K -4,575 -8%
DSC
1137
Duncker Streett & Co
Missouri
$2.81M -$64.3K -1,163 -2%
EF
1138
Empirical Finance
Pennsylvania
$2.81M +$163K +2,944 +6%
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$2.81M -$136K -2,454 -5%
RWA
1140
River Wealth Advisors
Pennsylvania
$2.81M -$96.9K -1,751 -3%
WSC
1141
Wellington Shields & Co
New York
$2.81M -$22.6K -409 -0.8%
ACM
1142
AlphaStar Capital Management
North Carolina
$2.8M +$1.07M +19,269 +58%
NDSI
1143
Newman Dignan & Sheerar Inc
Rhode Island
$2.79M -$12.8K -231 -0.4%
JSL
1144
JT Stratford LLC
Georgia
$2.79M +$63K +1,139 +2%
WAOTB
1145
Wealth Advisors of Tampa Bay
Florida
$2.78M +$700K +12,659 +33%
RIA
1146
Realta Investment Advisors
Delaware
$2.78M +$139K +2,508 +5%
SW
1147
StrongBox Wealth
Missouri
$2.77M +$147K +2,650 +5%
CTI
1148
Community Trust & Investment
Kentucky
$2.77M +$1.96M +35,487 +224%
CFA
1149
Carroll Financial Associates
North Carolina
$2.77M +$48.2K +871 +2%
UA
1150
Unison Advisors
District of Columbia
$2.76M -$730K -13,199 -21%

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.