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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
FWIA
151
Fort Washington Investment Advisors
Ohio
$88.1M +$70M +1,265,617 +346%
MAM
152
Martingale Asset Management
Massachusetts
$86M -$11.4M -206,324 -11%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$85.8M -$2.74M -49,592 -3%
Nomura Asset Management
154
Nomura Asset Management
Japan
$85.2M +$3.21M +58,046 +4%
UH
155
Unigestion Holding
Switzerland
$84.8M -$2.35M -42,530 -3%
UIM
156
USS Investment Management
United Kingdom
$84.7M +$25.4M +459,578 +41%
Squarepoint
157
Squarepoint
New York
$84.6M -$34.7M -628,184 -29%
JMPWA
158
JP Morgan Private Wealth Advisors
California
$83.8M -$2.51M -45,424 -3%
Aviva
159
Aviva
United Kingdom
$83M -$5.25M -94,925 -6%
Mawer Investment Management
160
Mawer Investment Management
Alberta, Canada
$81.2M -$602K -10,883 -0.7%
PCA
161
Personal Capital Advisors
California
$80M +$3.34M +60,407 +4%
BG
162
Bahl & Gaynor
Ohio
$79.3M -$1.29M -23,364 -2%
PI
163
PGGM Investments
Netherlands
$79.1M -$26.4M -477,652 -25%
AIG
164
American International Group
New York
$78.3M -$150M -2,706,323 -65%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$78.2M -$1.29M -23,338 -2%
JAM
166
Jupiter Asset Management
United Kingdom
$75.3M -$1.03M -18,638 -1%
CB
167
Commerce Bank
Missouri
$74.4M -$26.4M -477,120 -26%
FMI
168
Factory Mutual Insurance
Massachusetts
$72.8M +$448K +8,100 +0.6%
KeyBank National Association
169
KeyBank National Association
Ohio
$72M -$2.58M -46,595 -3%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$71.6M +$5.81M +104,972 +9%
DPIM
171
Duff & Phelps Investment Management
Illinois
$69.4M -$53.5K -967 -0.1%
KBC Group
172
KBC Group
Belgium
$69.3M -$75.5M -1,364,007 -52%
AAM
173
Advisors Asset Management
Colorado
$69.3M +$4.67M +84,379 +7%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$69.2M +$4.52M +81,701 +7%
SEI Investments
175
SEI Investments
Pennsylvania
$69.1M +$3.34M +60,451 +5%

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.