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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
DWM
1176
Dorchester Wealth Management
Quebec, Canada
$2.65M +$31.8K +575 +1%
LHC
1177
Little House Capital
Massachusetts
$2.65M -$12.1K -219 -0.4%
SFM
1178
Signet Financial Management
New Jersey
$2.64M -$56.5K -1,021 -2%
CHJWM
1179
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.64M +$186K +3,354 +7%
CCT
1180
Chemung Canal Trust
New York
$2.63M -$208K -3,752 -7%
KWA
1181
KCS Wealth Advisory
California
$2.63M +$267K +4,819 +11%
MCA
1182
Mercer Capital Advisers
New Jersey
$2.63M -$48.4K -875 -2%
HT
1183
HighTower Trust
Texas
$2.62M -$304K -5,501 -10%
FBT
1184
First Bank & Trust
South Dakota
$2.62M -$4.87K -88 -0.2%
AIA
1185
Armor Investment Advisors
North Carolina
$2.62M -$12.1K -218 -0.4%
TGAM
1186
TBH Global Asset Management
Tennessee
$2.62M +$277K +5,011 +12%
AWM
1187
Apollon Wealth Management
South Carolina
$2.62M +$1.24M +22,348 +86%
NG
1188
Northstar Group
New York
$2.61M +$7.47K +135 +0.3%
JWM
1189
Jeppson Wealth Management
California
$2.61M +$361K +6,534 +16%
EL
1190
Essex LLC
Illinois
$2.6M +$2.67M +48,231 New
NHC
1191
Nicholas Hoffman & Company
Georgia
$2.6M -$44.6K -806 -2%
IB
1192
Intrust Bank
Kansas
$2.6M +$87.7K +1,586 +3%
VMPIC
1193
Varma Mutual Pension Insurance Co
Finland
$2.6M
STAS
1194
Strong Tower Advisory Services
Minnesota
$2.59M +$2.79M +50,522 New
WA1
1195
Wimmer Associates 1
California
$2.59M +$67.8K +1,226 +3%
CCA
1196
Cobblestone Capital Advisors
New York
$2.58M +$138K +2,496 +6%
LSA
1197
Leonteq Securities AG
Switzerland
$2.58M -$104K -1,882 -4%
EL
1198
EMFO LLC
Florida
$2.58M +$331K +5,983 +14%
CC
1199
Chicago Capital
Illinois
$2.58M +$13.8K +250 +0.5%
VWA
1200
V Wealth Advisors
Kansas
$2.58M +$63.6K +1,149 +2%

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.