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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
MSU
1951
Mizuho Securities USA
New York
$741K +$29.6K +536 +4%
FB
1952
First Bancorp
Maine
$740K +$758K +13,700 New
SIA
1953
Soltis Investment Advisors
Utah
$738K +$75.6K +1,366 +11%
JCIA
1954
Jackson Creek Investment Advisors
Colorado
$734K +$58K +1,049 +8%
PH
1955
Pinnacle Holdings
Oklahoma
$733K -$28.3K -512 -4%
WA
1956
WP Advisors
California
$733K -$49.4K -893 -6%
AAM
1957
AMI Asset Management
California
$733K +$5.37K +97 +0.7%
AAP
1958
Arax Advisory Partners
Colorado
$732K +$88.9K +1,608 +13%
BWM
1959
BCS Wealth Management
Tennessee
$731K +$749K +13,534 New
WFI
1960
West Family Investments
California
$729K -$1.21M -21,863 -62%
ACP
1961
Aveo Capital Partners
Colorado
$729K +$13.4K +243 +2%
RCG
1962
Rock Creek Group
District of Columbia
$728K -$270K -4,872 -27%
DWM
1963
Darwin Wealth Management
Florida
$728K -$19.3K -348 -3%
SCI
1964
S&CO Inc
Massachusetts
$728K +$111K +2,000 +17%
VCM
1965
Vivaldi Capital Management
Illinois
$726K
AWM
1966
Adams Wealth Management
Utah
$725K -$76.9K -1,391 -9%
9WM
1967
9258 Wealth Management
Ohio
$724K -$176K -3,175 -19%
BCM
1968
Bayesian Capital Management
New York
$724K +$741K +13,400 New
DDC
1969
DF Dent & Co
Maryland
$721K +$10K +181 +1%
FNT
1970
First Nebraska Trust
Nebraska
$719K +$14.5K +262 +2%
5L
1971
55I LLC
Massachusetts
$719K -$153K -2,774 -17%
SFG
1972
Sowa Financial Group
Rhode Island
$719K +$7.91K +143 +1%
ACM
1973
Ayrshire Capital Management
Connecticut
$718K +$10.8K +196 +1%
EI
1974
Ellevest Inc
New York
$717K -$168K -3,046 -19%
CGA
1975
Crescent Grove Advisors
Illinois
$717K -$68.8K -1,244 -9%

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.