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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
MAWCM
1676
Mine & Arao Wealth Creation & Management
California
$1.15M +$73K +1,319 +7%
MCC
1677
Malaga Cove Capital
California
$1.15M +$444K +8,023 +60%
MC
1678
Mathes Company
New York
$1.15M +$300K +5,425 +34%
BOS
1679
Bank of Stockton
California
$1.15M -$12.2K -221 -1%
RI
1680
Ridgewood Investments
New Jersey
$1.15M +$61.1K +1,105 +5%
MVA
1681
Mount Vernon Associates
Maryland
$1.14M
NL
1682
NVWM LLC
Pennsylvania
$1.14M -$102K -1,850 -8%
AG
1683
AIA Group
Hong Kong
$1.14M +$355K +6,426 +44%
KTC
1684
Kistler-Tiffany Companies
Pennsylvania
$1.13M -$26.3K -475 -2%
KC
1685
Knuff & Co
California
$1.12M -$291K -5,265 -20%
TBNY
1686
Trustco Bank (New York)
New York
$1.12M -$60.6K -1,095 -5%
RPSA
1687
Richard P. Slaughter Associates
Texas
$1.12M +$119K +2,147 +12%
RW
1688
Rede Wealth
Virginia
$1.12M +$151K +2,734 +15%
ED
1689
Exane Derivatives
France
$1.12M +$674K +12,192 +143%
FIA
1690
Foundations Investment Advisors
Arizona
$1.11M -$2.05K -37 -0.2%
IFAM
1691
Institutional & Family Asset Management
Colorado
$1.11M +$94.1K +1,702 +9%
TCMP
1692
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.11M +$109K +1,978 +11%
UBG
1693
United Bank (Georgia)
Georgia
$1.1M +$45.9K +830 +4%
TC
1694
Trilogy Capital
California
$1.1M +$3.71K +67 +0.3%
LWCFA
1695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M +$7.52K +136 +0.7%
CWP
1696
CFM Wealth Partners
Texas
$1.09M +$25.1K +454 +2%
DAM
1697
Derbend Asset Management
Georgia
$1.09M +$181K +3,271 +19%
FP
1698
Fiduciary Planning
Florida
$1.09M +$21.5K +388 +2%
CFA
1699
Cahill Financial Advisors
Minnesota
$1.09M +$30.4K +549 +3%
GWCM
1700
Godshalk Welsh Capital Management
Pennsylvania
$1.09M -$6.92K -125 -0.6%

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.