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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
WC
1476
Whitney & Co
New York
$1.64M -$55.3K -1,000 -3%
MWA
1477
Meridian Wealth Advisors
Texas
$1.64M -$124K -2,243 -7%
Members Trust
1478
Members Trust
Florida
$1.64M +$498 +9 +0%
CCP
1479
Clarkston Capital Partners
Michigan
$1.64M -$34.1K -617 -2%
EIM
1480
Essex Investment Management
Massachusetts
$1.63M +$61.5K +1,111 +4%
EI
1481
EDMP Inc
Florida
$1.63M +$282K +5,090 +20%
IA
1482
IFG Advisory
Georgia
$1.63M -$45.1K -815 -3%
CSUI
1483
Cincinnati Specialty Underwriters Insurance
Ohio
$1.62M
SACTSONJ
1484
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M
FIM
1485
Freedom Investment Management
Connecticut
$1.62M +$67.8K +1,225 +4%
RCA
1486
Resonant Capital Advisors
Wisconsin
$1.62M +$194K +3,503 +13%
MSFS
1487
Main Street Financial Solutions
Pennsylvania
$1.62M +$231K +4,184 +16%
AWE
1488
Avidian Wealth Enterprises
Texas
$1.61M +$127K +2,301 +8%
OPW
1489
Oxler Private Wealth
New York
$1.61M +$662K +11,969 +67%
UAS
1490
United Asset Strategies
New York
$1.61M +$59K +1,067 +4%
BEI
1491
Benjamin Edwards Inc
Missouri
$1.61M -$135K -2,445 -8%
FCB
1492
First Command Bank
Texas
$1.6M +$95.5K +1,727 +6%
FCFS
1493
First Command Financial Services
Texas
$1.6M +$95.5K +1,727 +6%
MPPW
1494
Mitchell & Pahl Private Wealth
Oklahoma
$1.6M +$15.8K +285 +1%
SG
1495
StoneX Group
New York
$1.6M -$117K -2,114 -7%
ANRIA
1496
American National Registered Investment Advisor
Texas
$1.6M -$4.87K -88 -0.3%
CRIG
1497
Charter Research & Investment Group
Connecticut
$1.6M +$36.1K +652 +2%
RFN
1498
RDA Financial Network
Iowa
$1.6M -$29.4K -532 -2%
HFG
1499
Heron Financial Group
New York
$1.6M +$28.9K +523 +2%
HBT
1500
Hills Bank & Trust
Iowa
$1.6M -$73.8K -1,335 -4%

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.