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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
HT
1826
Heritage Trust
Oklahoma
$904K +$32.9K +595 +4%
SAM
1827
Security Asset Management
New York
$904K +$41.6K +752 +5%
PSB
1828
Piscataqua Savings Bank
New Hampshire
$902K -$13.9K -252 -1%
MIP
1829
Marietta Investment Partners
Wisconsin
$902K
GCMG
1830
Gyroscope Capital Management Group
Florida
$900K +$32.6K +590 +4%
WA
1831
Wealth Advisors
California
$898K
BCFD
1832
Boit C.F. David
$897K
S
1833
SimplyRich
California
$897K +$6.2K +112 +0.7%
SWM
1834
Selective Wealth Management
Virginia
$894K +$12.6K +228 +1%
HWM
1835
Hohimer Wealth Management
Washington
$893K -$30.7K -555 -3%
PL
1836
Plancorp LLC
Missouri
$892K +$9.18K +166 +1%
SIA
1837
SkyView Investment Advisors
New Jersey
$892K +$636K +11,491 +229%
CPA
1838
Clear Perspective Advisors
Illinois
$891K -$40.8K -737 -4%
OA
1839
Oxbow Advisors
Texas
$891K
EAMA
1840
EFG Asset Management (Americas)
Florida
$887K +$45.7K +826 +5%
FBC
1841
Fairfield, Bush & Co
Connecticut
$885K -$237K -4,279 -21%
TFA
1842
Teamwork Financial Advisors
Texas
$884K -$95.6K -1,728 -10%
BFA
1843
Beaumont Financial Advisors
Massachusetts
$879K -$4.09K -74 -0.5%
KBG
1844
Kahn Brothers Group
New York
$878K +$11.1K +200 +1%
WA
1845
Waddell & Associates
Tennessee
$878K +$61K +1,102 +7%
MA
1846
MCF Advisors
Kentucky
$878K +$65.4K +1,183 +8%
SF
1847
Symphony Financial
Texas
$878K +$99.8K +1,804 +13%
ACA
1848
Aptus Capital Advisors
Alabama
$877K -$3.11M -56,281 -78%
ICM
1849
Islay Capital Management
Texas
$875K +$26.9K +487 +3%
SB
1850
Sunflower Bank
Texas
$874K -$82.8K -1,497 -8%

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.