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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
GA
2376
GFS Advisors
Texas
$341K +$553 +10 +0.2%
HAS
2377
HBW Advisory Services
California
$341K +$4.2K +76 +1%
MCM
2378
Monument Capital Management
Virginia
$340K +$31.2K +564 +10%
JF
2379
JSF Financial
California
$339K -$218K -3,936 -39%
SIS
2380
Sound Income Strategies
Florida
$339K -$81K -1,464 -19%
CPC
2381
Congress Park Capital
New York
$339K +$60.8K +1,100 +21%
CA
2382
Callahan Advisors
Texas
$338K -$33.3K -602 -9%
KCM
2383
Kendall Capital Management
Maryland
$338K -$719 -13 -0.2%
SFG
2384
SNS Financial Group
Minnesota
$337K -$1.16M -20,938 -77%
NJBEST
2385
New Jersey Better Educational Savings Trust
New Jersey
$337K
PG
2386
Prostatis Group
Maryland
$337K +$5.97K +108 +2%
SCI
2387
Stableford Capital II
Arizona
$336K -$506K -9,147 -59%
BWFA
2388
Baltimore-Washington Financial Advisors
Maryland
$336K +$98.1K +1,774 +40%
TAM
2389
Townsend Asset Management
North Carolina
$335K -$608 -11 -0.2%
TI
2390
tru Independence
Oregon
$335K +$284K +5,126 +477%
PCMK
2391
Paragon Capital Management (Kansas)
Kansas
$334K -$5.09K -92 -1%
RP
2392
Rice Partnership
Hawaii
$333K -$698K -12,611 -67%
GDP
2393
Great Diamond Partners
Maine
$333K -$279K -5,050 -45%
HHGA
2394
Halbert Hargrove Global Advisors
California
$333K -$2.6K -47 -0.8%
SWP
2395
ShoreHaven Wealth Partners
New Jersey
$333K +$3.15K +57 +0.9%
BCA
2396
Biltmore Capital Advisors
New Jersey
$333K +$6.97K +126 +2%
MAM
2397
Marotta Asset Management
Virginia
$332K
WF
2398
WoodTrust Financial
Wisconsin
$331K +$339K +6,124 New
BMC
2399
Benin Management Corp
Connecticut
$330K -$6.8K -123 -2%
SFS
2400
Solitude Financial Services
Virginia
$329K +$89.6K +1,619 +36%

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.