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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
FAM
1576
Formidable Asset Management
Ohio
$1.39M +$81.5K +1,474 +6%
FA
1577
Financial Avengers
California
$1.39M +$181K +3,277 +15%
MCIA
1578
Mountain Capital Investment Advisors
Colorado
$1.39M -$60.8K -1,099 -4%
CAGAS
1579
Capital Advisory Group Advisory Services
Minnesota
$1.38M +$136K +2,457 +11%
CCM
1580
Chilton Capital Management
Texas
$1.38M +$207K +3,745 +17%
GA
1581
Greytown Advisors
Florida
$1.38M +$178K +3,209 +14%
CGL
1582
Clarius Group LLC
Washington
$1.37M -$412K -7,445 -23%
EC
1583
Estate Counselors
Wisconsin
$1.37M +$1.4M +25,390 New
AIM
1584
Acropolis Investment Management
Missouri
$1.36M +$41.2K +744 +3%
PWLP
1585
Prio Wealth Limited Partnership
Massachusetts
$1.36M -$14.6K -264 -1%
CC
1586
Corsicana & Co
Texas
$1.36M +$19.1K +345 +1%
GCM
1587
GoodHaven Capital Management
New Jersey
$1.36M +$181K +3,275 +15%
LWM
1588
Loveless Wealth Management
Montana
$1.36M +$225K +4,070 +19%
DFA
1589
Delta Financial Advisors
Louisiana
$1.35M -$3.82K -69 -0.3%
RCM
1590
RB Capital Management
Nevada
$1.35M +$74.1K +1,339 +6%
TIA
1591
Trust Investment Advisors
Indiana
$1.34M -$12.1K -219 -0.9%
DA
1592
Detalus Advisors
Missouri
$1.34M +$174K +3,152 +15%
LA
1593
Latitude Advisors
Florida
$1.34M +$701K +12,675 +104%
LJAC
1594
L.J. Altfest & Co
New York
$1.34M -$80.3K -1,451 -6%
WMP
1595
Wealth Management Partners
Arizona
$1.34M -$228K -4,120 -14%
FMB
1596
Field & Main Bank
Kentucky
$1.33M -$3.87K -70 -0.3%
HIM
1597
HawsGoodwin Investment Management
Tennessee
$1.33M -$4.87K -88 -0.4%
NAMP
1598
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.32M
TA
1599
TFG Advisers
Michigan
$1.32M -$46.6K -842 -3%
FFA
1600
Freedman Financial Associates
Massachusetts
$1.32M +$25.1K +454 +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.