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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
CWM
1701
Cornerstone Wealth Management
Missouri
$1.09M -$15K -271 -1%
QCG
1702
Quadrant Capital Group
Ohio
$1.09M -$134K -2,414 -11%
AIP
1703
Almanack Investment Partners
Pennsylvania
$1.08M +$61.4K +1,110 +6%
KLWA
1704
Kelly Lawrence W & Associates
California
$1.08M
SAA
1705
Southeast Asset Advisors
Georgia
$1.08M +$5.14K +93 +0.5%
GCIA
1706
Gabelli & Co Investment Advisers
New York
$1.08M
LD
1707
Lipe & Dalton
New York
$1.08M +$304K +5,500 +38%
CPIG
1708
Chicago Partners Investment Group
Illinois
$1.08M -$34K -615 -3%
PFM
1709
Premier Fund Managers
United Kingdom
$1.08M
IAMOG
1710
Investors Asset Management of Georgia
Georgia
$1.08M +$104K +1,875 +10%
CAN
1711
Claraphi Advisory Network
United States
$1.07M -$707K -12,774 -39%
MSFP
1712
Mark Sheptoff Financial Planning
Connecticut
$1.07M +$106K +1,924 +11%
BS
1713
Banco Santander
Spain
$1.07M -$894K -16,154 -45%
DAM
1714
Doheny Asset Management
California
$1.07M -$876K -15,845 -44%
CCA
1715
Childress Capital Advisors
Texas
$1.07M +$323K +5,831 +42%
PPP
1716
Private Portfolio Partners
New Jersey
$1.07M -$274K -4,951 -20%
EGA
1717
E&G Advisors
Texas
$1.06M +$1.09M +19,703 New
MJB
1718
Mark J. Bradley
$1.06M +$8.3K +150 +0.8%
GG
1719
Gleason Group
Kentucky
$1.06M +$58.8K +1,063 +6%
KLCM
1720
KG&L Capital Management
Louisiana
$1.05M -$1.54M -27,800 -59%
CYG
1721
Clean Yield Group
Vermont
$1.05M +$14.1K +254 +1%
AW
1722
Alaethes Wealth
Nevada
$1.05M +$184K +3,324 +21%
CAM
1723
Campion Asset Management
Virginia
$1.05M
RPC
1724
Rossmore Private Capital
Connecticut
$1.05M +$60.8K +1,100 +6%
OFG
1725
OmniStar Financial Group
North Carolina
$1.04M +$1.07M +19,282 New

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.