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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
AFC
2426
AFT Forsyth & Company
Florida
$311K -$20.7K -375 -6%
PHM
2427
Prospect Hill Management
New Jersey
$311K
CWM
2428
Cahaba Wealth Management
Georgia
$311K +$319K +5,772 New
LNWTC
2429
Laird Norton Wetherby Trust Company
Washington
$311K +$319K +5,772 New
RRA
2430
Round Rock Advisors
Connecticut
$310K -$20.9K -378 -6%
RWG
2431
Regal Wealth Group
California
$310K +$2.21K +40 +0.7%
RIS
2432
Retirement Income Solutions
Michigan
$310K +$18.4K +332 +6%
GFPC
2433
Global Financial Private Client
Florida
$309K
SFP
2434
Shepherd Financial Partners
Massachusetts
$309K -$167K -3,027 -35%
GIP
2435
Greatmark Investment Partners
Georgia
$309K -$5.53K -100 -2%
VWA
2436
VERITY Wealth Advisors
United States
$309K
KWM
2437
Keebeck Wealth Management
Illinois
$308K -$57.4K -1,037 -15%
SAG
2438
Spotlight Asset Group
Illinois
$307K -$88.1K -1,592 -22%
HWM
2439
Hemington Wealth Management
Virginia
$307K -$10.7K -194 -3%
FCM
2440
Firestone Capital Management
Florida
$306K
OHIS
2441
Oak Harvest Investment Services
Texas
$306K +$22.6K +408 +8%
AA
2442
Aufman Associates
Pennsylvania
$305K +$6.92K +125 +2%
LBD
2443
Landsberg Bennett & Dubbaneh
Florida
$304K -$44.4K -802 -13%
MWM
2444
Merriman Wealth Management
Washington
$304K -$940 -17 -0.3%
TLCM
2445
Twin Lakes Capital Management
California
$303K -$7.47K -135 -2%
PCMC
2446
Paragon Capital Management (Colorado)
Colorado
$303K -$3.87K -70 -1%
AI
2447
ArchPoint Investors
Florida
$302K +$309K +5,589 New
JIP
2448
JBJ Investment Partners
South Carolina
$297K -$40.1K -725 -12%
Dodge & Cox
2449
Dodge & Cox
California
$297K
JWM
2450
JFG Wealth Management
Colorado
$297K

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.