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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
RCAG
1426
Rehmann Capital Advisory Group
Michigan
$1.77M -$124K -2,235 -6%
GRP
1427
Global Retirement Partners
California
$1.76M -$30.6K -554 -2%
ICM
1428
IMS Capital Management
Oregon
$1.76M +$105K +1,907 +6%
HI
1429
Human Investing
Oregon
$1.76M +$16.2K +292 +0.9%
BCM
1430
Bluefin Capital Management
New York
$1.76M +$500K +9,040 +38%
TC
1431
TwinBeech Capital
New York
$1.76M +$1.8M +32,516 New
MC
1432
Martin & Co
Tennessee
$1.75M +$150K +2,705 +9%
MSS
1433
Mitchell Sinkler & Starr
Pennsylvania
$1.75M -$57K -1,030 -3%
WWM
1434
WT Wealth Management
Arizona
$1.74M +$305K +5,521 +21%
CHA
1435
Carmichael Hill & Associates
Maryland
$1.73M -$4.76K -86 -0.3%
LOAMS
1436
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.73M -$249K -4,504 -12%
PCA
1437
Peddock Capital Advisors
Massachusetts
$1.73M -$106K -1,918 -6%
FFA
1438
Founders Financial Alliance
North Carolina
$1.73M +$54.3K +982 +3%
FNB
1439
Farmers National Bank
Kentucky
$1.73M +$1.62M +29,365 New
LFF
1440
Level Four Financial
Texas
$1.72M -$363K -6,568 -17%
CCG
1441
Ceeto Capital Group
Florida
$1.72M
TSS
1442
Two Sigma Securities
New York
$1.72M +$1.15M +20,815 +189%
IHL
1443
Investment House LLC
California
$1.72M -$4.59M -82,943 -72%
CS
1444
Comerica Securities
Michigan
$1.71M +$83.3K +1,505 +5%
TC
1445
Telemus Capital
Michigan
$1.71M +$125K +2,267 +8%
EIP
1446
Ellis Investment Partners
Pennsylvania
$1.71M -$403K -7,290 -19%
SFG
1447
Summit Financial Group
West Virginia
$1.71M -$13.8K -250 -0.8%
FSA
1448
Financial Sense Advisors
California
$1.71M +$307K +5,549 +21%
CIM
1449
Chapman Investment Management
California
$1.7M +$29.4K +531 +2%
MCAI
1450
Members Capital Advisors Inc
Wisconsin
$1.7M

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.