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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
SAM
326
Securian Asset Management
Minnesota
$21.2M +$1.59M +31,707 +8%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$21M
MAM
328
Martingale Asset Management
Massachusetts
$21M +$5.77M +114,769 +35%
UB
329
UMB Bank
Missouri
$20.9M +$120K +2,391 +0.5%
N
330
Nuveen
North Carolina
$20.6M +$3.84M +76,337 +21%
CIC
331
Crawford Investment Counsel
Georgia
$20.6M +$133K +2,642 +0.6%
BMO
332
Beck Mack & Oliver
New York
$20.6M -$316K -6,290 -1%
OC
333
Oppenheimer & Co
New York
$20.6M +$238K +4,743 +1%
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$20.5M +$443K +8,808 +2%
TAF
335
Tredje AP-fonden
Sweden
$20.5M +$1.78M +35,478 +8%
Brown Advisory
336
Brown Advisory
Maryland
$20.4M +$5.26M +104,676 +32%
TU
337
TDAM USA
Ontario, Canada
$20.4M +$313K +6,226 +1%
WIC
338
Willis Investment Counsel
Georgia
$20.2M +$141K +2,808 +0.7%
AIM
339
Artemis Investment Management
United Kingdom
$20.1M +$5.99M +119,200 +39%
TAM
340
Trillium Asset Management
Massachusetts
$20.1M +$189K +3,760 +0.9%
WSFS
341
Wilmington Savings Fund Society
Delaware
$19.9M +$44.5K +885 +0.2%
RT
342
Rockland Trust
Massachusetts
$19.8M +$973K +19,360 +5%
SCA
343
STALEY CAPITAL ADVISERS
Pennsylvania
$19.7M -$10.1K -200 -0%
MIH
344
Madison Investment Holdings
Wisconsin
$19.7M +$354K +7,044 +2%
WF
345
Welch & Forbes
Massachusetts
$19.4M -$120K -2,386 -0.6%
CI
346
Cincinnati Insurance
Ohio
$19.4M
JIM
347
Jupiter Investment Management
United Kingdom
$19.3M +$7.81M +155,372 +63%
Envestnet Asset Management
348
Envestnet Asset Management
Illinois
$19.3M -$33.4M -664,893 -62%
MML Investors Services
349
MML Investors Services
Massachusetts
$19.3M +$371K +7,387 +2%
GCC
350
Guardian Capital (Canada)
Ontario, Canada
$19.3M -$102K -2,022 -0.5%

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.