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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
FMTCOCP
1651
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.21M -$11.2K -202 -0.9%
OC
1652
Oarsman Capital
Wisconsin
$1.21M -$39K -705 -3%
EN1L
1653
Engine No 1 LLC
California
$1.21M +$502K +9,080 +69%
VFPI
1654
Vantage Financial Partners (Illinois)
Illinois
$1.2M +$144K +2,600 +13%
V
1655
VeraBank
Texas
$1.2M
IFWM
1656
Institute for Wealth Management
Colorado
$1.2M +$17.9K +324 +1%
CAC
1657
Certified Advisory Corp
Florida
$1.2M +$7.14K +129 +0.6%
GFS
1658
GYL Financial Synergies
Connecticut
$1.2M +$7.8K +141 +0.6%
TF
1659
Trek Financial
Arizona
$1.19M +$189K +3,409 +18%
APWM
1660
Atlas Private Wealth Management
New York
$1.19M -$99.2K -1,794 -8%
IWA
1661
IVC Wealth Advisors
Pennsylvania
$1.19M +$8.19K +148 +0.7%
BFPW
1662
BOK Financial Private Wealth
Colorado
$1.18M +$153K +2,773 +14%
CWA
1663
Canvas Wealth Advisors
Kansas
$1.18M +$270K +4,885 +29%
THWM
1664
Taylor Hoffman Wealth Management
Virginia
$1.18M -$183K -3,311 -13%
LFA
1665
Legacy Financial Advisors
Kentucky
$1.18M +$184K +3,328 +18%
DIP
1666
DT Investment Partners
Pennsylvania
$1.18M +$342K +6,185 +40%
MWM
1667
Modera Wealth Management
New Jersey
$1.18M +$51.8K +937 +4%
BA
1668
Bridgewater Associates
Connecticut
$1.18M +$67.1K +1,213 +6%
EVC
1669
Eidelman Virant Capital
Missouri
$1.17M +$301K +5,440 +34%
RWM
1670
Ritholtz Wealth Management
New York
$1.17M -$9.79K -177 -0.8%
BWM
1671
BigSur Wealth Management
Florida
$1.17M
AB
1672
Atlas Brown
Kentucky
$1.17M +$138K +2,499 +13%
ISB
1673
Iowa State Bank
Iowa
$1.16M -$177K -3,192 -13%
CBOR
1674
Community Bank of Raymore
Missouri
$1.16M -$31.3K -565 -3%
CA
1675
Continuum Advisory
Idaho
$1.15M +$2.32K +42 +0.2%

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.