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2,816 hedge funds and large institutions have $150B invested in Verizon in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,410 increasing their positions, 1,056 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 1,410 | Existing positions reduced: 1,056

7% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 136

4% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.46B

0.58% less ownership

Funds ownership: 65.49%64.91% (-0.58%)

1% less funds holding

Funds holding: 2,8412,816 (-25)

5% less capital invested

Capital invested by funds: $157B → $150B (-$7.37B)

17% less funds holding in top 10

Funds holding in top 10: 10587 (-18)

Holders
2,816
Holders Change
-25
Holders Change %
-0.88%
% of All Funds
49.01%
Holding in Top 10
87
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-17.14%
% of All Funds
1.51%
New
145
Increased
1,410
Reduced
1,056
Closed
136
Calls
$1.51B
Puts
$1.46B
Net Calls
+$51.6M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.1B +$104M +1,818,309 +0.6%
BlackRock
2
BlackRock
New York
$16.6B -$514M -8,948,031 -3%
State Street
3
State Street
Massachusetts
$9.19B +$245M +4,271,210 +3%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$8.9B
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.88B +$134M +2,333,084 +3%
Bank of America
6
Bank of America
North Carolina
$3.25B -$165M -2,875,910 -5%
Northern Trust
7
Northern Trust
Illinois
$2.8B -$93.3M -1,626,373 -3%
Charles Schwab
8
Charles Schwab
California
$2.76B +$399M +6,958,789 +16%
Capital World Investors
9
Capital World Investors
California
$2.68B -$159M -2,769,395 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.46B +$76.6M +1,334,080 +3%
Franklin Resources
11
Franklin Resources
California
$2.32B +$148M +2,580,563 +7%
Morgan Stanley
12
Morgan Stanley
New York
$2.3B -$40.4M -703,461 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.26B -$42M -731,753 -2%
Norges Bank
14
Norges Bank
Norway
$2.17B -$84.6M -1,473,996 -4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.01B -$24.9M -433,144 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.85B +$11.8M +205,186 +0.6%
Wells Fargo
17
Wells Fargo
California
$1.68B -$150M -2,619,457 -8%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.58B +$78.9M +1,374,838 +5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.55B +$11.9M +207,978 +0.8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.4B +$7.9M +137,599 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$1.37B -$40.2M -700,238 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.28B -$38.4M -668,810 -3%
Invesco
23
Invesco
Georgia
$1.18B +$81.3M +1,416,722 +7%
Parnassus Investments
24
Parnassus Investments
California
$1.18B +$209M +3,636,712 +21%
UBS AM
25
UBS AM
Illinois
$1.1B +$9.09M +158,436 +0.8%

VZ Hedge Fund Activity: Q2 2021 in Review

2,816 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2021, worth a combined $150B — down 4.7% from $157B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new VZ positions and 136 closed out — a net gain of 9 holders — while 1,410 added to existing stakes and 1,056 trimmed.

The largest buyer was Charles Schwab, adding an estimated $399M. The largest seller was Troy Asset Management, exiting entirely with an estimated $537M sold.

  • 2,816 institutional investors held Verizon (VZ) as of Q2 2021, down from 2,841 in Q1 2021.
  • Funds reported $150B of Verizon stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 145 funds opened new Verizon positions in Q2 2021 and 136 closed out, a net change of +9 holders.
  • The largest Verizon buyer in Q2 2021 was Charles Schwab, an estimated $399M added.
  • The largest Verizon seller in Q2 2021 was Troy Asset Management, an estimated $537M sold.

Based on aggregated 13F filings for Q2 2021.