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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
OCM
1726
Orion Capital Management
California
$1.04M -$22.1K -400 -2%
HCIA
1727
Hochman Cole Investment Advisors
Illinois
$1.04M -$108K -1,948 -9%
EGM
1728
Engineers Gate Manager
New York
$1.04M +$1.06M +19,230 New
IIA
1729
ICW Investment Advisors
Arizona
$1.03M +$39.7K +717 +4%
B
1730
Barings
North Carolina
$1.03M -$678K -12,263 -39%
OBWG
1731
Onyx Bridge Wealth Group
New York
$1.03M +$262K +4,745 +31%
CWS
1732
Cypress Wealth Services
California
$1.03M -$369K -6,670 -26%
TIAM2
1733
Tru Independence Asset Management 2
Oregon
$1.03M +$695K +12,566 +195%
HL
1734
HeadInvest LLC
Maine
$1.02M -$26.6K -480 -2%
HIS
1735
Horizon Investment Services
Indiana
$1.02M -$21.3K -385 -2%
EWM
1736
EPG Wealth Management
Georgia
$1.02M -$1.55K -28 -0.1%
FPF
1737
First Pacific Financial
Washington
$1.02M +$96.1K +1,738 +10%
CFC
1738
Coyle Financial Counsel
Illinois
$1.02M -$756K -13,660 -42%
SWA
1739
Sutton Wealth Advisors
Florida
$1.02M +$3.71K +67 +0.4%
DBIA
1740
Dumont & Blake Investment Advisors
New Jersey
$1.02M -$40.2K -727 -4%
AIL
1741
AGF Investments LLC
Ontario, Canada
$1.02M -$1.77K -32 -0.2%
CFD
1742
Creative Financial Designs
Indiana
$1.02M +$30.9K +558 +3%
ITIM
1743
Indiana Trust & Investment Management
Indiana
$1.02M -$206K -3,723 -16%
MA
1744
MONECO Advisors
Connecticut
$1.02M +$275K +4,966 +36%
APW
1745
Aurora Private Wealth
New Jersey
$1.01M +$1.04M +18,787 New
AFAS
1746
Acorn Financial Advisory Services
Virginia
$1.01M -$27.1K -489 -3%
PWPS
1747
Pinnacle Wealth Planning Services
Ohio
$1.01M +$30.4K +550 +3%
PWMG
1748
Prestige Wealth Management Group
New Jersey
$1.01M +$94.3K +1,705 +10%
SWM
1749
Sugarloaf Wealth Management
Georgia
$1.01M -$8.96K -162 -0.9%
MWM
1750
Maltin Wealth Management
New Jersey
$1.01M +$48K +867 +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.