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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
ACA
301
Anchor Capital Advisors
Massachusetts
$24.2M -$97.9K -1,948 -0.4%
CBOA
302
Commonwealth Bank of Australia
Australia
$24M -$3.95M -78,583 -14%
AGA
303
Altrinsic Global Advisors
Connecticut
$23.8M +$344K +6,852 +1%
NAM
304
Nissay Asset Management
Japan
$23.7M +$231K +4,595 +0.9%
CGH
305
Crossmark Global Holdings
Texas
$23.6M -$1.23M -24,555 -5%
FIM
306
Frontier Investment Management
Texas
$23.5M +$69.2K +1,377 +0.3%
ZIC
307
ZWJ Investment Counsel
Georgia
$23.4M -$115K -2,296 -0.5%
CFC
308
Cincinnati Financial Corp
Ohio
$23.3M
AIS
309
American Investment Services
Massachusetts
$23.1M +$563K +11,199 +2%
BC
310
Burney Company
Virginia
$22.9M -$2.31M -45,929 -9%
SW
311
SVB Wealth
Massachusetts
$22.9M -$74K -1,473 -0.3%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$22.6M +$1.12M +22,335 +5%
WG
313
Welch Group
Alabama
$22.6M +$5.8M +115,323 +32%
BG
314
Bollard Group
Massachusetts
$22.5M +$385K +7,654 +2%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$22.4M -$2.05M -40,744 -8%
BAPIM
316
British Airways Pensions Investment Management
United Kingdom
$22.4M
B
317
BP
United Kingdom
$22.4M -$101K -2,000 -0.4%
SC
318
Scotia Capital
Ontario, Canada
$22.2M -$888K -17,662 -4%
PL
319
Perpetual Ltd
Australia
$21.7M +$8.64M +172,000 +61%
William Blair & Company
320
William Blair & Company
Illinois
$21.6M -$652K -12,981 -3%
EB
321
Eastern Bank
Massachusetts
$21.5M -$26.7K -531 -0.1%
BF
322
BOK Financial
Oklahoma
$21.4M +$592K +11,783 +3%
CTB
323
Country Trust Bank
Illinois
$21.4M -$5.56M -110,635 -20%
WBC
324
Westpac Banking Corp
Australia
$21.3M +$2.31M +45,875 +11%
CC
325
Cornerstone Capital
California
$21.3M +$658K +13,094 +3%

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.