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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
AI
2151
Accredited Investors
Minnesota
$527K -$3.6K -65 -0.7%
CCA
2152
Column Capital Advisors
Indiana
$527K +$166K +3,006 +45%
HWA
2153
HCR Wealth Advisors
California
$525K -$30.9K -559 -5%
PAM
2154
Peak Asset Management
Colorado
$524K -$9.18K -166 -2%
B
2155
Bridgeworth
Alabama
$524K +$14K +253 +3%
LWP
2156
Legacy Wealth Planning
Nevada
$523K +$553 +10 +0.1%
KF
2157
Krilogy Financial
Missouri
$523K +$14.3K +258 +3%
CF
2158
Copperwynd Financial
Arizona
$523K +$44.6K +806 +9%
WW
2159
Waterfront Wealth
Kansas
$522K -$24K -434 -4%
VCS
2160
Vaughan & Co Securities
New Jersey
$522K
BBWA
2161
Bell & Brown Wealth Advisors
California
$522K +$535K +9,669 New
RCA
2162
Reitz Capital Advisors
Michigan
$520K -$10.8K -195 -2%
TCM
2163
Tributary Capital Management
Nebraska
$519K -$12.1K -218 -2%
FNWM
2164
Financial Network Wealth Management
Utah
$516K -$12.7K -229 -2%
GPWA
2165
Great Point Wealth Advisors
Massachusetts
$514K -$553 -10 -0.1%
SCG
2166
Sonata Capital Group
Washington
$513K -$130K -2,349 -20%
PCM
2167
Perritt Capital Management
Illinois
$513K +$26.6K +480 +5%
ATWA
2168
Arbor Trust Wealth Advisors
Michigan
$512K -$22.9K -414 -4%
BWP
2169
BSW Wealth Partners
Colorado
$511K -$203K -3,665 -28%
ARMC
2170
American Research & Management Company
Massachusetts
$510K -$34.8K -630 -6%
BFC
2171
Bedel Financial Consulting
Indiana
$510K +$9.13K +165 +2%
PP
2172
Patron Partners
Texas
$510K +$19.7K +357 +4%
GD
2173
Grandfield & Dodd
New York
$510K +$56.9K +1,029 +12%
JG
2174
Jefferies Group
New York
$508K -$3.07M -55,512 -86%
HIC
2175
Hartline Investment Corp
Illinois
$508K -$40.8K -737 -7%

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.