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2,122 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 887 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 110

17% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.26B

0.13% more ownership

Funds ownership: 64.99%65.12% (+0.13%)

0% less funds holding

Funds holding: 2,1312,122 (-9)

7% less repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 952

8% less capital invested

Capital invested by funds: $140B → $128B (-$11.8B)

23% less funds holding in top 10

Funds holding in top 10: 132102 (-30)

Holders
2,122
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.64%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
887
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Stevens Capital Management
Pennsylvania
$33.5M +$20.4M +405,336 +138%
VDI
252
Vaughan David Investments
Illinois
$33.5M +$742K +14,758 +2%
STMM
253
South Texas Money Management
Texas
$33.4M -$3.27M -65,139 -9%
CEI
254
Clark Estates Inc
New York
$33M +$47.7K +950 +0.1%
NM
255
NWI Management
New York
$33M +$22.6M +450,000 +188%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$33M +$34.6M +689,359 New
BC
257
Bartlett & Co
Ohio
$33M -$2.07M -41,219 -6%
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$32.5M +$4.12M +82,056 +14%
HNB
259
Huntington National Bank
Ohio
$32.1M -$1.14M -22,619 -3%
QIM
260
Quantitative Investment Management
Virginia
$31.7M +$5.82M +115,900 +21%
EP
261
Edinburgh Partners
United Kingdom
$31.5M +$33.1M +659,343 New
MIS
262
Morningstar Investment Services
Illinois
$31.5M -$7.04M -140,149 -18%
Victory Capital Management
263
Victory Capital Management
Texas
$31.4M +$19M +378,005 +136%
ZIG
264
Zurich Insurance Group
Switzerland
$31.1M +$250K +4,967 +0.8%
SCP
265
Seizert Capital Partners
Michigan
$31.1M +$4.47M +88,902 +16%
MSV
266
MN Services Vermogensbeheer
Netherlands
$31M +$623K +12,400 +2%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$31M +$1.07M +21,290 +3%
Treasurer of the State of North Carolina
268
Treasurer of the State of North Carolina
North Carolina
$30.6M +$31.6M +628,494 +5,389%
GGHC
269
Gilder Gagnon Howe & Co
New York
$30.3M +$31.8M +632,878 New
EIM
270
ExxonMobil Investment Management
Texas
$30.2M -$839K -16,689 -3%
VLKIM
271
Van Lanschot Kempen Investment Management
Netherlands
$30.2M +$1.91M +37,950 +6%
AG
272
Advisor Group
Arizona
$30.2M -$1.62M -32,302 -5%
FCI
273
Financial Counselors Inc
Kansas
$29.9M +$865K +17,206 +3%
MA
274
MUFG Americas
New York
$29.9M +$1.32M +26,254 +4%
11A
275
10-15 Associates
New York
$29.9M +$504K +10,033 +2%

VZ Hedge Fund Activity: Q1 2018 in Review

2,122 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2018, worth a combined $128B — down 8.4% from $140B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VZ positions and 110 closed out — a net gain of 19 holders — while 887 added to existing stakes and 952 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $580M. The largest seller was Capital Research Global Investors, cutting an estimated $804M.

  • 2,122 institutional investors held Verizon (VZ) as of Q1 2018, down from 2,131 in Q4 2017.
  • Funds reported $128B of Verizon stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 129 funds opened new Verizon positions in Q1 2018 and 110 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q1 2018 was Deutsche Bank, an estimated $580M added.
  • The largest Verizon seller in Q1 2018 was Capital Research Global Investors, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2018.