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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
RBFC
1751
Roman Butler Fullerton & Co
Missouri
$1.01M +$6.53K +118 +0.6%
AWM
1752
AllSquare Wealth Management
New York
$1M -$40.2K -727 -4%
GCIG
1753
Grand Central Investment Group
Florida
$1M -$186K -3,369 -15%
PCMM
1754
Piedmont Capital Management (Montana)
Montana
$1M +$160K +2,884 +18%
CP
1755
Cumberland Partners
Ontario, Canada
$999K -$32.1K -580 -3%
PPG
1756
Peak Planning Group
Colorado
$998K +$1.02M +18,485 New
KFGK
1757
Keystone Financial Group (Kentucky)
Kentucky
$996K +$38.3K +692 +4%
BFM
1758
Boston Financial Management
Massachusetts
$996K +$306K +5,524 +43%
BCA
1759
Berman Capital Advisors
Georgia
$996K +$307K +5,553 +43%
ACM
1760
Adalta Capital Management
New York
$995K -$1.37M -24,834 -57%
WI
1761
Wintrust Investments
Illinois
$995K +$15.7K +284 +2%
BFA
1762
Beacon Financial Advisory
Ohio
$995K +$38.8K +701 +4%
NFG
1763
Norris Financial Group
South Carolina
$993K -$15.3K -277 -1%
AWM
1764
Aevitas Wealth Management
Massachusetts
$992K +$5.31K +96 +0.5%
WIS
1765
Wright Investors Service
Connecticut
$992K +$65.1K +1,177 +7%
KA
1766
Kercheville Advisors
Texas
$990K -$267K -4,828 -21%
QWM
1767
QP Wealth Management
New Jersey
$985K -$12.2K -220 -1%
PB
1768
Pinnacle Bancorp
Nebraska
$985K +$10.3K +187 +1%
AIC
1769
Archer Investment Corporation
Indiana
$985K -$48.6K -878 -5%
GSWM
1770
Golden State Wealth Management
California
$983K -$22.4K -405 -2%
RHDIC
1771
R.H. Dinel Investment Counsel
California
$983K
FNBOSM
1772
First National Bank of South Miami
Florida
$983K +$20.6K +373 +2%
P
1773
Pitcairn
Pennsylvania
$978K -$87.8K -1,588 -8%
BPCE
1774
Bank Pictet & Cie (Europe)
Germany
$978K -$80.5K -1,455 -7%
AWM
1775
Accurate Wealth Management
Florida
$977K -$193K -3,496 -17%

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.