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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
QCIG
1976
Quad-Cities Investment Group
Iowa
$716K -$50.3K -910 -6%
RCM
1977
Regency Capital Management
Hawaii
$715K -$97.6K -1,765 -12%
GIA
1978
Granite Investment Advisors
New Hampshire
$715K -$10.8K -195 -1%
TCM
1979
Teza Capital Management
Illinois
$715K +$354K +6,397 +93%
WA
1980
Wealth Architects
California
$714K +$61.5K +1,111 +9%
FHC
1981
First Heartland Consultants
Missouri
$713K -$387K -7,004 -35%
CPWA
1982
Cerro Pacific Wealth Advisors
California
$713K -$160K -2,885 -18%
PP
1983
PDS Planning
Ohio
$713K -$64.1K -1,159 -8%
PCFFS
1984
Pacific Center for Financial Services
California
$707K -$101K -1,833 -12%
SIC
1985
Shoker Investment Counsel
Ohio
$707K +$118K +2,129 +19%
AMM
1986
American Money Management
California
$705K +$19.4K +350 +3%
SRC
1987
Shufro Rose & Co
New York
$703K +$98.3K +1,777 +16%
MA
1988
MBA Advisors
Pennsylvania
$701K -$7.36K -133 -1%
SAS
1989
Stelac Advisory Services
New York
$700K +$151K +2,722 +27%
GWM
1990
Gitterman Wealth Management
New Jersey
$696K -$2.54K -46 -0.4%
LBC
1991
Lawrence B. Cohen
$695K -$2.33M -42,083 -77%
BS
1992
Bessemer Securities
New York
$695K +$20.7K +375 +3%
MWM
1993
Minot Wealth Management
Massachusetts
$694K +$110K +1,983 +18%
MCM
1994
McKinley Capital Management
Alaska
$693K -$34K -615 -5%
OIM
1995
Oder Investment Management
California
$692K +$34.2K +619 +5%
BCM
1996
Boltwood Capital Management
California
$690K -$4.15K -75 -0.6%
OCM
1997
One Capital Management
California
$690K +$64.3K +1,163 +10%
ECM
1998
ExodusPoint Capital Management
New York
$688K -$5.46M -98,631 -89%
HWA
1999
Heritage Wealth Advisors
Virginia
$687K -$19.6K -355 -3%
PIM
2000
Profit Investment Management
Maryland
$685K

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.