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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.6B +$143M +2,582,100 +0.8%
BlackRock
2
BlackRock
New York
$15.7B -$358M -6,472,970 -2%
State Street
3
State Street
Massachusetts
$8.97B +$116M +2,105,706 +1%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$8.58B
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.85B +$112M +2,030,344 +3%
Bank of America
6
Bank of America
North Carolina
$3.1B -$31.7M -573,719 -1%
Charles Schwab
7
Charles Schwab
California
$2.82B +$169M +3,062,564 +6%
Northern Trust
8
Northern Trust
Illinois
$2.69B -$12.2M -219,737 -0.4%
Capital World Investors
9
Capital World Investors
California
$2.55B -$25.2M -455,319 -1%
Morgan Stanley
10
Morgan Stanley
New York
$2.31B +$95.1M +1,718,891 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.31B -$65.8M -1,190,255 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.09B -$87M -1,572,431 -4%
Norges Bank
13
Norges Bank
Norway
$2B -$86.1M -1,556,390 -4%
Franklin Resources
14
Franklin Resources
California
$1.95B -$297M -5,376,699 -13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.93B -$10.6M -191,497 -0.5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.79B +$7.48M +135,232 +0.4%
Wells Fargo
17
Wells Fargo
California
$1.63B +$12.7M +228,878 +0.8%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.59B +$97.9M +1,770,402 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.56B +$41M +741,052 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.55B +$206M +3,724,345 +15%
Ameriprise
21
Ameriprise
Minnesota
$1.3B -$21.4M -385,984 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.27B +$37.3M +674,124 +3%
Invesco
23
Invesco
Georgia
$1.15B +$7.99M +144,494 +0.7%
UBS AM
24
UBS AM
Illinois
$1.06B +$1.57M +28,423 +0.1%
N
25
Nuveen
North Carolina
$917M -$73.4M -1,326,428 -7%

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.