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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
ST
1926
Somerset Trust
Pennsylvania
$779K +$143K +2,592 +22%
SBL
1927
Sargent Bickham Lagudis
Colorado
$778K +$251K +4,532 +46%
LAIC
1928
Lederer & Associates Investment Counsel
California
$772K -$172K -3,105 -18%
KC
1929
Kingfisher Capital
North Carolina
$769K +$23.6K +426 +3%
AFM
1930
Andesa Financial Management
Pennsylvania
$767K -$426K -7,702 -35%
AS
1931
Altshuler Shaham
Israel
$766K +$646K +11,685 +481%
HPWM
1932
Highland Private Wealth Management
Washington
$764K -$60.6K -1,096 -7%
BAM
1933
Beaumont Asset Management
Texas
$764K -$9.24K -167 -1%
GCP
1934
GSA Capital Partners
United Kingdom
$764K +$782K +14,137 New
SIG
1935
Sargent Investment Group
Maryland
$763K -$1.27K -23 -0.2%
TIA
1936
Tiemann Investment Advisors
California
$762K -$45.6K -825 -6%
ICA
1937
Infrastructure Capital Advisors
New York
$761K +$166K +3,000 +27%
SAM
1938
Summit Asset Management
Tennessee
$760K +$19.9K +360 +3%
KFI
1939
Key Financial Inc
Pennsylvania
$760K +$28.7K +518 +4%
SJIM
1940
St. Johns Investment Management
Florida
$759K -$17.8K -321 -2%
VAM
1941
Verity Asset Management
North Carolina
$758K -$38.3K -692 -5%
NB
1942
Northwest Bancshares
Pennsylvania
$756K -$86.2K -1,559 -10%
AA
1943
Advisory Alpha
Michigan
$756K +$218K +3,941 +39%
ACM
1944
Antonetti Capital Management
Florida
$755K +$774K +13,984 New
OFS
1945
Orrstown Financial Services
Pennsylvania
$754K -$243K -4,393 -24%
SFWC
1946
Strategic Family Wealth Counselors
New Jersey
$751K +$1.82K +33 +0.2%
MCM
1947
Manchester Capital Management
Vermont
$750K +$169K +3,052 +28%
QI
1948
Qtron Investments
Massachusetts
$746K -$485K -8,776 -39%
WGA
1949
Weather Gauge Advisory
Virginia
$743K -$10.8K -195 -1%
BBNA
1950
Bremer Bank National Association
Minnesota
$743K +$24.2K +437 +3%

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.