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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
NPT
1626
Nixon Peabody Trust
Massachusetts
$1.25M -$2.44M -44,191 -66%
EP
1627
Edgestream Partners
New Jersey
$1.25M +$1.28M +23,153 New
LCM
1628
Leisure Capital Management
California
$1.25M +$1.28M +23,153 New
BSA
1629
Bull Street Advisors
Georgia
$1.25M +$48.7K +880 +4%
NL
1630
Navalign LLC
California
$1.25M +$24.6K +444 +2%
IP
1631
Investment Partners
Ohio
$1.24M +$111 +2 +0%
AIP
1632
Ahrens Investment Partners
Louisiana
$1.24M -$46.9K -848 -4%
BHIA
1633
Birch Hill Investment Advisors
Massachusetts
$1.24M +$18.1K +328 +1%
LI
1634
Lafayette Investments
Maryland
$1.24M +$57.5K +1,040 +5%
CVM
1635
Cheviot Value Management
California
$1.24M +$179K +3,242 +16%
IMC Chicago
1636
IMC Chicago
Illinois
$1.24M +$1.27M +22,989 New
LIM
1637
Longfellow Investment Management
Massachusetts
$1.24M
OIM
1638
Orca Investment Management
Oregon
$1.24M -$107K -1,942 -8%
ACS
1639
Archford Capital Strategies
Illinois
$1.23M -$387 -7 -0%
DCM
1640
Davidson Capital Management
Texas
$1.23M +$46K +831 +4%
IIC
1641
Integrated Investment Consultants
Michigan
$1.23M -$4.81K -87 -0.4%
CCMIC
1642
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.23M +$165K +2,974 +15%
DBG
1643
De Burlo Group
Massachusetts
$1.23M +$16.6K +300 +1%
KPCM
1644
Kings Point Capital Management
New York
$1.22M +$25.2K +455 +2%
PAM
1645
Private Asset Management
California
$1.22M +$58.6K +1,059 +5%
SBF
1646
Sara-Bay Financial
Florida
$1.22M -$1.99K -36 -0.2%
BOC
1647
Barbara Oil Co
Illinois
$1.22M
IAA
1648
Ironsides Asset Advisors
North Carolina
$1.21M -$105K -1,898 -8%
SGK
1649
Steigerwald Gordon & Koch
Virginia
$1.21M +$10.3K +187 +0.8%
WW
1650
Westshore Wealth
California
$1.21M -$405K -7,314 -25%

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.