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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
STA
2051
Summit Trail Advisors
New York
$625K +$122K +2,206 +24%
CFG
2052
Cooper Financial Group
California
$623K -$20.7K -374 -3%
IC
2053
Inverness Counsel
New York
$623K +$30.9K +558 +5%
RGC
2054
Roberts, Glore & Co
Illinois
$623K +$286K +5,164 +81%
PFBT
2055
Parkside Financial Bank & Trust
Missouri
$620K -$34.8K -630 -5%
CGFA
2056
Colton Groome Financial Advisors
North Carolina
$620K
SPA
2057
Sentinel Pension Advisors
Massachusetts
$620K +$221 +4 +0%
FPWM
2058
FSB Premier Wealth Management
Iowa
$620K +$13.5K +244 +2%
MS
2059
Maven Securities
Jersey
$619K -$756K -13,669 -55%
RAM
2060
Roanoke Asset Management
New Jersey
$619K
SWA
2061
SOA Wealth Advisors
New York
$619K +$23.6K +426 +4%
Financial Engines Advisors
2062
Financial Engines Advisors
California
$617K +$41.2K +744 +7%
UWM
2063
USAdvisors Wealth Management
Minnesota
$614K +$207K +3,748 +49%
EMG
2064
ETF Managers Group
New Jersey
$613K +$52.4K +948 +9%
MGAM
2065
McGowan Group Asset Management
Texas
$612K +$6.69K +121 +1%
OWA
2066
Outlook Wealth Advisors
Texas
$612K +$12.3K +222 +2%
CWP
2067
Concord Wealth Partners
Virginia
$610K -$571K -10,319 -48%
AG
2068
AlphaSimPlex Group
Massachusetts
$609K -$489K -8,832 -44%
GCC
2069
Game Creek Capital
Massachusetts
$608K -$69.1K -1,250 -10%
WGAM
2070
Wilkinson Global Asset Management
New York
$607K -$6.31K -114 -1%
FAM
2071
Flaharty Asset Management
Florida
$607K -$3.54K -64 -0.6%
SIM
2072
SSI Investment Management
California
$606K
SEP
2073
Southland Equity Partners
Missouri
$606K +$29.6K +536 +5%
SP
2074
Sarasin & Partners
United Kingdom
$604K
PG
2075
Proffitt & Goodson
Tennessee
$603K -$156K -2,812 -20%

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.