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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
CL
2101
CSS LLC
Illinois
$579K
PAMP
2102
Polar Asset Management Partners
Ontario, Canada
$577K +$591K +10,678 New
SAM
2103
Stansberry Asset Management
Texas
$577K +$591K +10,680 New
APG
2104
Abacus Planning Group
South Carolina
$576K -$40K -723 -6%
HCM
2105
Highlander Capital Management
New Jersey
$576K
JPMIA
2106
J.P. Marvel Investment Advisors
Massachusetts
$576K
PMA
2107
Prudent Man Advisors
Illinois
$575K +$553 +10 +0.1%
AWG
2108
Altus Wealth Group
Colorado
$573K +$90.9K +1,643 +18%
BFS
2109
Bickling Financial Services
Massachusetts
$572K -$77K -1,392 -12%
TCOO
2110
Trust Company of Oklahoma
Oklahoma
$571K -$19.4K -350 -3%
CPA
2111
Capital Planning Advisors
California
$571K -$22.1K -400 -4%
OBGC
2112
O'Brien Greene & Co
Pennsylvania
$569K -$11.1K -200 -2%
RPWA
2113
Regent Peak Wealth Advisors
Georgia
$569K +$940 +17 +0.2%
DIM
2114
Delta Investment Management
California
$568K -$2.21K -40 -0.4%
MA
2115
Mezzasalma Advisors
New Jersey
$567K
SFG
2116
StrategIQ Financial Group
Indiana
$564K +$44.6K +807 +8%
PGAM
2117
Princeton Global Asset Management
New Jersey
$563K +$1.22K +22 +0.2%
PCMC
2118
Private Capital Management (Colorado)
Colorado
$563K +$70.2K +1,269 +14%
EF
2119
Empowered Funds
Pennsylvania
$560K +$253K +4,579 +79%
CI
2120
CX Institutional
Indiana
$559K -$387 -7 -0.1%
RB
2121
Renasant Bank
Mississippi
$558K +$3.21K +58 +0.6%
MFG
2122
Menard Financial Group
Texas
$557K -$1.49K -27 -0.3%
LF
2123
LifeSteps Financial
California
$556K -$60K -1,085 -10%
MHIC
2124
Marble Harbor Investment Counsel
Massachusetts
$556K
PIA
2125
Perennial Investment Advisors
California
$550K +$21.1K +381 +4%

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.