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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
TFO
2276
Tarbox Family Office
California
$413K -$4.87K -88 -1%
FH
2277
FWG Holdings
Florida
$412K +$79.2K +1,432 +23%
TC
2278
Toews Corporation
New Jersey
$410K +$420K +7,600 New
CCM
2279
Crew Capital Management
Ohio
$409K +$4.42K +80 +1%
BCM
2280
Buckhead Capital Management
Georgia
$408K -$12.4K -225 -3%
DA
2281
DCM Advisors
New York
$406K -$4.7K -85 -1%
FC
2282
Fusion Capital
South Carolina
$406K -$1.33K -24 -0.3%
CG
2283
Corundum Group
Colorado
$406K +$50.2K +907 +14%
BFG
2284
Barber Financial Group
Kansas
$405K +$14.3K +258 +4%
CAM
2285
Concorde Asset Management
Michigan
$405K +$137K +2,482 +50%
VFP
2286
Verus Financial Partners
Virginia
$404K +$8.24K +149 +2%
CWA
2287
Carolina Wealth Advisors
South Carolina
$403K -$12.9K -233 -3%
IMA
2288
Investment Management Associates
Colorado
$403K +$100K +1,808 +32%
PG
2289
Pendal Group
Australia
$402K +$125K +2,264 +44%
AGA
2290
Accuvest Global Advisors
Utah
$401K +$65.3K +1,180 +19%
LC
2291
Lindbrook Capital
California
$400K -$48.6K -878 -11%
GAB
2292
German American Bancorp
Indiana
$400K -$11.9K -215 -3%
GM
2293
GeoWealth Management
Illinois
$399K -$1.88K -34 -0.5%
MMM
2294
Mendel Money Management
Illinois
$398K +$4.98K +90 +1%
BSSFA
2295
Baron Silver Stevens Financial Advisors
Florida
$397K -$11.2K -202 -3%
KS
2296
Karpas Strategies
Connecticut
$394K
BWM
2297
Birchcreek Wealth Management
Ohio
$394K +$14.4K +260 +4%
PSC
2298
Prentiss Smith & Co
Vermont
$394K +$29.8K +538 +8%
BA
2299
Bluesphere Advisors
Pennsylvania
$393K
CIC
2300
Chase Investment Counsel
Virginia
$393K +$3.87K +70 +1%

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.