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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
SPP
2326
Single Point Partners
Massachusetts
$375K +$384K +6,942 New
Edgewood Management
2327
Edgewood Management
Connecticut
$374K -$55.3K -1,000 -13%
HCM
2328
Hilton Capital Management
New York
$374K -$26.5K -479 -6%
AWM
2329
Aberdeen Wealth Management
Illinois
$374K -$18.8K -340 -5%
AC
2330
Avestar Capital
New York
$373K -$2.6K -47 -0.7%
SAF
2331
Smith Anglin Financial
Texas
$372K +$6.75K +122 +2%
RQS
2332
Ramsey Quantitative Systems
Kentucky
$372K +$133K +2,410 +54%
CWC
2333
Carolinas Wealth Consulting
North Carolina
$371K -$124K -2,237 -25%
AWM
2334
Arbor Wealth Management
Florida
$371K -$8.41K -152 -2%
OL
2335
Optas LLC
Texas
$369K -$3.93K -71 -1%
CFO
2336
Collective Family Office
Pennsylvania
$369K +$11.5K +207 +3%
CG
2337
CFO4Life Group
Texas
$369K +$22.6K +409 +6%
FFWM
2338
Future Financial Wealth Management
Ohio
$368K
DCM
2339
Dimension Capital Management
Florida
$368K +$1.05K +19 +0.3%
CCM
2340
Carlson Capital Management
Minnesota
$367K +$2.88K +52 +0.8%
RZH
2341
Relyea Zuckerberg Hanson
Connecticut
$365K +$41.1K +743 +12%
LCM
2342
LCM Capital Management
Illinois
$364K +$55 +1 +0%
AF
2343
AtlasMark Financial
Texas
$362K
WDL
2344
Well Done LLC
Michigan
$361K -$153K -2,769 -29%
CQS
2345
Credential Qtrade Securities
$360K -$651K -11,773 -64%
BWAM
2346
Boyd Watterson Asset Management
Ohio
$360K -$277K -5,003 -43%
GAM
2347
Gemmer Asset Management
California
$360K +$3.26K +59 +0.9%
TNAM
2348
Terra Nova Asset Management
New York
$360K +$17.3K +313 +5%
PP
2349
Professional Planning
California
$359K -$306K -5,527 -45%
TPW
2350
Tiller Private Wealth
Pennsylvania
$359K -$17.6K -319 -5%

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.