We are live on ! Find out more

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
BWCS
2226
Beirne Wealth Consulting Services
Connecticut
$449K -$38.7K -700 -8%
CA
2227
Cambridge Advisors
Nebraska
$449K -$23.4K -423 -5%
HG
2228
Harbor Group
New Hampshire
$449K -$12.7K -230 -3%
SG
2229
Stonnington Group
California
$448K -$279K -5,050 -38%
TWM
2230
TMD Wealth Management
Arizona
$448K -$6.14K -111 -1%
MAM
2231
McLean Asset Management
Virginia
$448K +$187K +3,387 +67%
NCM
2232
Noesis Capital Mangement
Florida
$447K +$171K +3,093 +60%
MWPCG
2233
Measured Wealth Private Client Group
New Hampshire
$446K -$3.37K -61 -0.7%
HSWM
2234
Hubbell Strickland Wealth Management
Louisiana
$446K +$2.43K +44 +0.5%
SCM
2235
Stonehearth Capital Management
Massachusetts
$445K +$10.6K +191 +2%
SNB
2236
Security National Bank
Nebraska
$445K +$149K +2,688 +48%
TCM
2237
Tandem Capital Management
New Jersey
$444K +$63.1K +1,140 +16%
GCM
2238
Gladius Capital Management
Illinois
$444K +$96.3K +1,740 +27%
JGIA
2239
Jackson Grant Investment Advisers
Connecticut
$443K +$443 +8 +0.1%
EP
2240
EPIQ Partners
Minnesota
$442K -$85.7K -1,550 -16%
BFC
2241
Blue Fin Capital
Rhode Island
$442K -$39.6K -715 -8%
SAM
2242
Seelaus Asset Management
New Jersey
$442K +$13.8K +250 +3%
WAG
2243
Winthrop Advisory Group
Massachusetts
$441K -$14.9K -270 -3%
RP
2244
Rowlandmiller & Partners
Georgia
$440K -$3.45M -62,438 -89%
BO
2245
BRR OpCo
Ohio
$439K +$26.4K +477 +6%
CF
2246
Corrigan Financial
Rhode Island
$439K +$50.9K +921 +13%
TWM
2247
Titus Wealth Management
California
$438K +$129K +2,335 +40%
AO
2248
Advisor OS
Illinois
$437K +$53.2K +961 +13%
VFM
2249
Vivid Financial Management
California
$435K +$18.1K +328 +4%
LIG
2250
Lokken Investment Group
Delaware
$434K -$71.2K -1,287 -14%

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.