We are live on ! Find out more

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
SWIG
1151
Strategic Wealth Investment Group
Kentucky
$2.76M +$421K +7,609 +17%
GSC
1152
G&S Capital
Colorado
$2.75M -$1.86M -33,546 -40%
Fisher Asset Management
1153
Fisher Asset Management
Washington
$2.75M +$229K +4,137 +9%
MFG
1154
MidWestOne Financial Group
Iowa
$2.75M +$3.87K +70 +0.1%
ACM
1155
Alta Capital Management
Utah
$2.74M -$2.53M -45,726 -47%
RA
1156
RFG Advisory
Alabama
$2.74M +$98.8K +1,786 +4%
CIA
1157
Choate Investment Advisors
Massachusetts
$2.74M +$658K +11,902 +31%
SIMM
1158
Stillwater Investment Management (Minnesota)
Minnesota
$2.73M +$18.3K +330 +0.7%
WIM
1159
Waverton Investment Management
United Kingdom
$2.73M -$138K -2,496 -5%
CBT
1160
CoreFirst Bank & Trust
Kansas
$2.72M +$23.2K +419 +0.8%
GAMC
1161
Garner Asset Management Corp
Texas
$2.72M +$61.7K +1,115 +2%
CA
1162
Claro Advisors
Massachusetts
$2.72M +$236K +4,272 +9%
JIC
1163
Joel Isaacson & Co
New York
$2.72M +$96.6K +1,747 +4%
VNIM
1164
Vaughan Nelson Investment Management
Texas
$2.72M +$148K +2,675 +6%
FA
1165
Fagan Associates
New York
$2.71M +$111K +2,004 +4%
HPM
1166
Hudson Portfolio Management
New York
$2.71M -$11.2K -203 -0.4%
AC
1167
Allstate Corporation
Illinois
$2.7M -$457K -8,254 -14%
SFI
1168
SPC Financial Inc
Maryland
$2.7M +$31.7K +573 +1%
CIM
1169
CCLA Investment Management
United Kingdom
$2.69M
HIP
1170
Harrell Investment Partners
Texas
$2.69M -$351K -6,349 -11%
LA
1171
Lynch & Associates
Indiana
$2.69M -$61.4K -1,110 -2%
SC
1172
Schulhoff & Co
Ohio
$2.68M +$29.9K +540 +1%
DWA
1173
Douglass Winthrop Advisors
New York
$2.66M -$299K -5,397 -10%
HZ
1174
Hixon Zuercher
Ohio
$2.66M +$69.2K +1,251 +3%
FCCM
1175
First City Capital Management
Georgia
$2.66M +$131K +2,361 +5%

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.