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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
TC
2251
Trust Company
Kansas
$434K +$191K +3,454 +75%
KM
2252
Kalos Management
Georgia
$433K +$21K +379 +5%
CIC
2253
Canal Insurance Company
South Carolina
$432K
MSCM
2254
McElhenny Sheffield Capital Management
Texas
$432K +$442K +7,993 New
SRC
2255
Sage Rhino Capital
California
$430K -$30.3K -547 -6%
ME
2256
McIlrath & Eck
Washington
$429K +$332 +6 +0.1%
CP
2257
Covenant Partners
Tennessee
$428K -$185K -3,346 -30%
SCA
2258
SMH Capital Advisors
Texas
$427K -$3.04K -55 -0.7%
SBWIC
2259
Schaper Benz & Wise Investment Counsel
Wisconsin
$425K +$5.75K +104 +1%
WP
2260
WMS Partners
Maryland
$424K -$5.42K -98 -1%
FCFC
2261
First Citizens Financial Corp
Iowa
$424K +$277 +5 +0.1%
HWA
2262
Heartwood Wealth Advisors
Virginia
$424K +$18.9K +342 +5%
AP
2263
Advisors Preferred
Maryland
$423K +$23.6K +427 +6%
CWM
2264
Connecticut Wealth Management
Connecticut
$423K +$33.6K +607 +8%
GCAC
2265
Guardian Capital Advisors (Canada)
Ontario, Canada
$422K +$19.4K +350 +5%
EBA
2266
Eagle Bay Advisors
New York
$420K +$41.9K +757 +11%
BMM
2267
Buffington Mohr McNeal
Idaho
$419K -$51.2K -925 -11%
AC
2268
Addison Capital
Pennsylvania
$418K -$4.98K -90 -1%
KCA
2269
Karn Couzens & Associates
Connecticut
$417K -$33.6K -608 -7%
IF
2270
IRON Financial
Illinois
$417K +$6.36K +115 +2%
SWP
2271
Summit Wealth Partners
Florida
$417K -$206K -3,720 -33%
STC
2272
Sarah T. Connolly
$416K -$970K -17,536 -70%
BP
2273
BBR Partners
New York
$414K -$39.6K -716 -9%
IC
2274
Inscription Capital
Texas
$413K -$4.53M -81,943 -91%
WIC
2275
Wilkins Investment Counsel
Massachusetts
$413K -$940K -17,000 -69%

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.