We are live on ! Find out more

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
HGWM
2401
Horst & Graben Wealth Management
Oregon
$327K +$1.11K +20 +0.3%
CWP
2402
Curated Wealth Partners
California
$327K +$6.36K +115 +2%
WFA
2403
WestHill Financial Advisors
California
$327K +$335K +6,050 New
LAS
2404
Lloyd Advisory Services
Georgia
$325K +$7.52K +136 +2%
BWM
2405
BT Wealth Management
Georgia
$324K -$332K -6,000 -50%
HAC
2406
Harbor Advisory Corp
New Hampshire
$323K +$331K +5,983 New
APC
2407
Aspire Private Capital
North Carolina
$322K -$19.6K -354 -6%
CCP
2408
Cardan Capital Partners
Colorado
$322K +$16.3K +295 +5%
NCM
2409
Northside Capital Management
Oregon
$321K
RAM
2410
Riggs Asset Management
Pennsylvania
$321K
CG
2411
Clarus Group
Texas
$321K +$443 +8 +0.1%
CL
2412
COWA LLC
Oklahoma
$320K +$166 +3 +0.1%
WFPG
2413
Waller Financial Planning Group
Ohio
$318K +$14.6K +264 +5%
ACH
2414
ArrowMark Colorado Holdings
Colorado
$317K
NP
2415
NS Partners
United Kingdom
$316K -$242K -4,379 -43%
MIFH
2416
Migdal Insurance & Financial Holdings
Israel
$315K +$32.6K +590 +11%
TFGT
2417
TS Financial Group (TSFG)
Illinois
$314K -$31.8K -575 -9%
AIM
2418
Arcadia Investment Management
Michigan
$314K -$23K -415 -7%
RPG
2419
Resource Planning Group
Georgia
$314K -$15.2K -275 -5%
JFA
2420
JNBA Financial Advisors
Minnesota
$314K -$11.1K -200 -3%
FC
2421
Financial Council
Maryland
$313K +$320K +5,788 New
LTI
2422
Laffer Tengler Investments
Tennessee
$312K +$320K +5,784 New
HFP
2423
Holistic Financial Partners
Indiana
$312K -$47K -849 -13%
PWM
2424
Prentice Wealth Management
New York
$312K -$14.7K -266 -4%
MIG
2425
McGuire Investment Group
Rhode Island
$312K +$65K +1,175 +26%

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.