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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
NMERB
326
New Mexico Educational Retirement Board
New Mexico
$20.1M -$1.12M -22,400 -5%
BF
327
BOK Financial
Oklahoma
$19.9M +$576K +11,475 +3%
TAM
328
Trillium Asset Management
Massachusetts
$19.8M -$396K -7,896 -2%
CI
329
Cincinnati Insurance
Ohio
$19.8M
PSUF
330
People's United Financial
Connecticut
$19.7M +$2.96K +59 +0%
TIAAOA
331
Teachers Insurance & Annuity Association of America
New York
$19.5M
SAC
332
Smith Affiliated Capital
New York
$19.5M
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$19.3M -$13.7M -273,960 -41%
WSFS
334
Wilmington Savings Fund Society
Delaware
$19.2M +$137K +2,722 +0.7%
BA
335
Boston Advisors
Massachusetts
$19.1M +$9.37M +186,807 +91%
SC
336
Sculptor Capital
New York
$19M +$19.5M +389,628 New
ADEF
337
Adams Diversified Equity Fund
Maryland
$19M
IA
338
IFP Advisors
Florida
$18.9M +$1.13M +22,568 +6%
B
339
Barings
North Carolina
$18.9M +$8.71M +173,587 +81%
HIM
340
Hermes Investment Management
United Kingdom
$18.8M +$830K +16,534 +4%
Nomura Holdings
341
Nomura Holdings
Japan
$18.8M -$3.85M -76,662 -17%
KA
342
KLCM Advisors
Wisconsin
$18.8M +$1.17M +23,325 +6%
FFIC
343
First Fiduciary Investment Counsel
Ohio
$18.8M +$2.84M +56,701 +17%
WIC
344
Willis Investment Counsel
Georgia
$18.6M +$120K +2,400 +0.6%
CM
345
Churchill Management
California
$18.4M +$909K +18,122 +5%
CC
346
Cornerstone Capital
California
$18.4M +$995K +19,832 +6%
MML Investors Services
347
MML Investors Services
Massachusetts
$18.4M +$18.5M +369,657 +5,144%
FNBOO
348
First National Bank of Omaha
Nebraska
$18.3M -$644K -12,831 -3%
PA
349
Pinnacle Associates
New York
$18.1M -$308K -6,138 -2%
CPSAC
350
Chas P. Smith & Associates (CPS)
Florida
$18M +$1.37M +27,253 +8%

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.