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1,974 hedge funds and large institutions have $126B invested in Verizon in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 858 increasing their positions, 861 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 100

0% less repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 861

0% less call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.7B

1% less funds holding

Funds holding: 1,9921,974 (-18)

0.94% less ownership

Funds ownership: 64.38%63.43% (-0.94%)

10% less capital invested

Capital invested by funds: $140B → $126B (-$13.9B)

43% less funds holding in top 10

Funds holding in top 10: 226128 (-98)

Holders
1,974
Holders Change
-18
Holders Change %
-0.9%
% of All Funds
49.14%
Holding in Top 10
128
Holding in Top 10 Change
-98
Holding in Top 10 Change %
-43.36%
% of All Funds
3.19%
New
102
Increased
858
Reduced
861
Closed
100
Calls
$1.69B
Puts
$1.7B
Net Calls
-$7.4M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
301
Edmond de Rothschild Holding
Switzerland
$22.8M +$23M +458,203 +4,480%
DIA
302
Dana Investment Advisors
Wisconsin
$22.6M -$1.18M -23,503 -5%
KBC Group
303
KBC Group
Belgium
$22.6M -$2.73M -54,364 -10%
CTB
304
Country Trust Bank
Illinois
$22.4M -$44.7K -890 -0.2%
CBOA
305
Commonwealth Bank of Australia
Australia
$22.4M +$122K +2,425 +0.5%
PAG
306
Private Advisor Group
New Jersey
$22.2M +$486K +9,682 +2%
BMO
307
Beck Mack & Oliver
New York
$22.2M +$15.1K +300 +0.1%
MIH
308
Madison Investment Holdings
Wisconsin
$22M -$151K -3,010 -0.7%
SC
309
Scotia Capital
Ontario, Canada
$22M +$2.73M +54,371 +14%
William Blair & Company
310
William Blair & Company
Illinois
$22M -$1.32M -26,340 -6%
WAM
311
World Asset Management
Michigan
$21.8M +$2.76M +55,054 +14%
BG
312
Bollard Group
Massachusetts
$21.7M +$2.61M +51,948 +13%
GG
313
Gofen & Glossberg
Illinois
$21.6M +$6.37K +127 +0%
Fisher Asset Management
314
Fisher Asset Management
Washington
$21.5M +$20.9M +417,307 +1,740%
CEI
315
Clark Estates Inc
New York
$21.3M +$1.25M +25,000 +6%
SAM
316
Securian Asset Management
Minnesota
$21.3M +$186K +3,711 +0.9%
OC
317
Oppenheimer & Co
New York
$21.2M -$841K -16,754 -4%
UB
318
UMB Bank
Missouri
$21.2M +$1.44M +28,663 +7%
AIS
319
American Investment Services
Massachusetts
$21.1M +$943K +18,793 +5%
Natixis Advisors
320
Natixis Advisors
Massachusetts
$21M +$540K +10,770 +3%
ERSOT
321
Employees Retirement System of Texas
Texas
$20.9M -$6.89M -137,400 -24%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$20.8M +$151K +3,000 +0.7%
GCC
323
Guardian Capital (Canada)
Ontario, Canada
$20.7M -$730K -14,558 -3%
JG
324
Jefferies Group
New York
$20.7M +$9.32M +185,821 +78%
AssetMark Inc
325
AssetMark Inc
California
$20.7M +$4M +79,717 +23%

VZ Hedge Fund Activity: Q1 2017 in Review

1,974 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2017, worth a combined $126B — down 10% from $140B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VZ positions and 100 closed out — a net gain of 2 holders — while 858 added to existing stakes and 861 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4B. The largest seller was Ameriprise, cutting an estimated $647M.

  • 1,974 institutional investors held Verizon (VZ) as of Q1 2017, down from 1,992 in Q4 2016.
  • Funds reported $126B of Verizon stock for Q1 2017, down 10% quarter-over-quarter.
  • 102 funds opened new Verizon positions in Q1 2017 and 100 closed out, a net change of +2 holders.
  • The largest Verizon buyer in Q1 2017 was BlackRock, an estimated $12.4B added.
  • The largest Verizon seller in Q1 2017 was Ameriprise, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2017.