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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
IWN
2351
Independent Wealth Network
Iowa
$358K +$374K +6,762 New
HCA
2352
Harbour Capital Advisors
Virginia
$357K -$42.9K -775 -10%
TWP
2353
Tower Wealth Partners
Pennsylvania
$357K -$29.6K -536 -7%
LWMM
2354
Legacy Wealth Management (Mississippi)
Mississippi
$356K -$30.4K -550 -8%
ABTD
2355
Arvest Bank Trust Division
Oklahoma
$356K -$14.1M -255,456 -97%
EM
2356
ELCO Management
New York
$356K +$387 +7 +0.1%
TP
2357
Tranquility Partners
Tennessee
$356K +$364K +6,589 New
ZIG
2358
Zuckerman Investment Group
Illinois
$354K -$90.6K -1,637 -20%
LRPA
2359
L. Roy Papp & Associates
Arizona
$354K -$1.94K -35 -0.5%
EFG
2360
Everhart Financial Group
Ohio
$354K +$14.8K +268 +4%
ECM
2361
Exchange Capital Management
Michigan
$353K +$13.8K +249 +4%
BWA
2362
Burt Wealth Advisors
Maryland
$353K +$42.4K +766 +13%
HWMG
2363
Hurlow Wealth Management Group
Indiana
$351K -$10K -181 -3%
TC
2364
Truvestments Capital
Florida
$351K +$885 +16 +0.2%
RVPG
2365
Relative Value Partners Group
$350K -$4.37K -79 -1%
JC
2366
Jentner Corp
Ohio
$349K
PRS
2367
Pinkerton Retirement Specialists
Idaho
$348K +$27.7K +501 +8%
AWMT
2368
AAFMAA Wealth Management & Trust
North Carolina
$347K -$94.1K -1,701 -21%
PGWM
2369
Parisi Gray Wealth Management
New Jersey
$347K -$10.5K -190 -3%
AFA
2370
American Financial Advisors
Georgia
$347K +$4.04K +73 +1%
FAT
2371
First American Trust
California
$346K -$21K -379 -6%
FWSM
2372
First Wilshire Securities Management
California
$345K +$21.6K +391 +7%
BONST
2373
Bank of Nova Scotia Trust
Ontario, Canada
$344K +$111 +2 +0%
BA
2374
Bridgewater Advisors
New York
$342K +$3.76K +68 +1%
PFC
2375
Phocas Financial Corp
California
$341K -$57.1K -1,032 -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.