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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
CFS
1351
Capital Financial Services
New York
$1.99M +$15.2K +275 +0.8%
WAM
1352
Werlinich Asset Management
Connecticut
$1.98M +$166K +3,000 +9%
SWM
1353
Sculati Wealth Management
Michigan
$1.97M +$32.2K +582 +2%
APWA
1354
Atlas Private Wealth Advisors
New Jersey
$1.97M +$108K +1,947 +6%
MFG
1355
Merit Financial Group
Georgia
$1.97M +$50K +903 +3%
CCA
1356
Catalyst Capital Advisors
New York
$1.96M
CAL
1357
Capital Analysts LLC
Pennsylvania
$1.96M +$56.3K +1,017 +3%
HW
1358
Hedeker Wealth
Illinois
$1.96M -$926K -16,743 -32%
QCM
1359
Quest Capital Management
Texas
$1.96M -$154K -2,782 -7%
PA
1360
Procyon Advisors
Connecticut
$1.95M +$35.1K +634 +2%
CCMW
1361
Cypress Capital Management (Wyoming)
Wyoming
$1.95M -$109K -1,964 -5%
CIAS
1362
Capital Investment Advisory Services
North Carolina
$1.95M -$56.6K -1,024 -3%
MIM
1363
Moseley Investment Management
Florida
$1.95M +$28K +506 +1%
CF
1364
Centaurus Financial
California
$1.95M +$185K +3,352 +10%
NL
1365
NWAM LLC
Washington
$1.95M -$169K -3,053 -8%
AWA
1366
Arete Wealth Advisors
Illinois
$1.95M +$30.4K +550 +2%
BOTW
1367
Bank of the West
California
$1.95M +$89.2K +1,612 +5%
CCI
1368
Credit Capital Investments
New Jersey
$1.94M
VNA
1369
Valley National Advisers
Pennsylvania
$1.94M +$283K +5,116 +17%
PG
1370
Patten Group
Tennessee
$1.94M +$89.4K +1,617 +5%
HCM
1371
Hutner Capital Management
Vermont
$1.93M +$141K +2,557 +8%
CCB
1372
Cutter & Co Brokerage
Missouri
$1.93M +$53.2K +961 +3%
HC
1373
Hourglass Capital
Texas
$1.93M -$1.02M -18,513 -34%
WA
1374
WBH Advisory
Maryland
$1.92M -$16.3K -294 -0.8%
AAM
1375
Auxier Asset Management
Oregon
$1.92M -$16K -290 -0.8%

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.