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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
MMPW
1501
Mitchell McLeod Pugh & Williams
Alabama
$1.59M +$138K +2,492 +9%
TPWA
1502
TRUE Private Wealth Advisors
Oregon
$1.59M -$52.2K -944 -3%
SB
1503
Strategic Blueprint
Georgia
$1.59M +$408K +7,373 +34%
FLI
1504
Family Legacy Inc
South Carolina
$1.58M
LPIC
1505
LeJeune Puetz Investment Counsel
Michigan
$1.58M +$56.7K +1,025 +4%
WAAG
1506
Wealth Alliance Advisory Group
Kansas
$1.58M +$71.1K +1,286 +5%
RFG
1507
Range Financial Group
Oregon
$1.57M +$101K +1,822 +7%
CAM
1508
Covenant Asset Management
New Jersey
$1.57M -$31.8K -575 -2%
SI
1509
SimpliFi Inc
California
$1.57M -$148K -2,676 -8%
Twin Tree Management
1510
Twin Tree Management
Texas
$1.57M -$5.94M -107,401 -79%
AWM
1511
Altium Wealth Management
New York
$1.57M -$27.8K -503 -2%
HAIM
1512
Hunter Associates Investment Management
Pennsylvania
$1.57M +$443K +8,000 +38%
ACM
1513
Allred Capital Management
Texas
$1.56M +$11.8K +213 +0.7%
OCM
1514
Orleans Capital Management
Louisiana
$1.56M -$1.15M -20,825 -42%
ONST
1515
Old North State Trust
North Carolina
$1.56M -$10.1K -182 -0.6%
VCAM
1516
Van Cleef Asset Management
Ohio
$1.56M +$5.25K +95 +0.3%
WP
1517
WealthPLAN Partners
Nebraska
$1.55M -$63.1K -1,140 -4%
VST
1518
Van Strum & Towne
California
$1.55M +$6.8K +123 +0.4%
CA
1519
Corrado Advisors
New Jersey
$1.55M -$15K -271 -0.9%
BAM
1520
Blueshift Asset Management
New Jersey
$1.55M +$1.59M +28,719 New
SP
1521
Symmetry Partners
Connecticut
$1.55M -$2.85M -51,547 -64%
ISWM
1522
Independent Solutions Wealth Management
New York
$1.55M +$178K +3,216 +13%
TAIM
1523
TD Ameritrade Investment Management
Nebraska
$1.54M +$1.23M +22,275 +606%
PTP
1524
Platform Technology Partners
New York
$1.54M -$310K -5,608 -16%
CWM
1525
Chesapeake Wealth Management
Virginia
$1.54M -$168K -3,046 -10%

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.