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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
PCP
2076
Proficio Capital Partners
Massachusetts
$602K -$6.25K -113 -1%
FSG
2077
Financial Strategies Group
Michigan
$602K +$105K +1,891 +20%
BCP
2078
Berkeley Capital Partners
Georgia
$601K +$4.59K +83 +0.8%
PFM
2079
Parsec Financial Management
North Carolina
$599K -$57K -1,030 -8%
AWAP
2080
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$599K -$19.6K -354 -3%
OPCM
2081
Osborne Partners Capital Management
California
$599K +$18.2K +329 +3%
DLCIG
2082
D.L. Carlson Investment Group
New Hampshire
$598K -$1.68M -30,405 -73%
FC
2083
Financial Consulate
Maryland
$598K +$13.6K +246 +2%
BIG
2084
Boothe Investment Group
Delaware
$597K +$17.9K +324 +3%
CFA
2085
Capstone Financial Advisors
Illinois
$594K +$37.7K +681 +7%
SICM
2086
Sustainable Insight Capital Management
New York
$594K +$51.9K +938 +9%
CWM
2087
Calamos Wealth Management
Illinois
$593K -$16.6K -300 -3%
GWS
2088
Glassman Wealth Services
Virginia
$592K +$15.9K +287 +3%
KFP
2089
KB Financial Partners
New Jersey
$592K +$69.6K +1,259 +16%
GAG
2090
GM Advisory Group
New York
$591K -$140K -2,522 -19%
ESBC
2091
E.S. Barr & Co
Kentucky
$591K -$32.5K -587 -5%
LDFR
2092
Lehman & Derafelo Financial Resources
Pennsylvania
$590K -$172K -3,112 -22%
I2I
2093
Insight 2811 Inc
Illinois
$589K -$74.6K -1,348 -11%
RIM
2094
Rockbridge Investment Management
New York
$587K +$79.7K +1,441 +15%
BOS
2095
Bingham Osborn & Scarborough
California
$586K -$104K -1,876 -15%
FFC
2096
First Financial Corp
Indiana
$585K -$10.8K -196 -2%
IP
2097
Intellectus Partners
California
$583K -$397K -7,180 -40%
DLG
2098
Daniel L. Goodwin
$583K
LWM
2099
Liberty Wealth Management
California
$583K +$128K +2,310 +27%
BLAM
2100
Bourne Lent Asset Management
New York
$579K

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.