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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
SCM
351
SKBA Capital Management
California
$17.9M -$1.96M -39,000 -10%
Brown Advisory
352
Brown Advisory
Maryland
$17.8M -$586K -11,676 -3%
PI
353
PineBridge Investments
New York
$17.8M +$10.8M +215,330 +144%
DADC
354
D.A. Davidson & Co
Montana
$17.7M +$192K +3,836 +1%
WIM
355
Waverton Investment Management
United Kingdom
$17.6M +$5.91M +117,835 +48%
HIMC
356
Heritage Investors Management Corp
Maryland
$17.6M +$756K +15,070 +4%
MWAC
357
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.4M +$957K +19,071 +6%
SAM
358
Sompo Asset Management
Japan
$17.4M +$1.46M +29,010 +9%
JCM
359
Janney Capital Management
Pennsylvania
$17.4M -$806K -16,057 -4%
GT
360
Glenview Trust
Kentucky
$17.3M -$254K -5,055 -1%
PHS
361
Pekin Hardy Strauss
Illinois
$17.3M +$713K +14,204 +4%
SCA
362
STALEY CAPITAL ADVISERS
Pennsylvania
$17.3M +$108K +2,158 +0.6%
IIM
363
Intact Investment Management
Quebec, Canada
$17.3M -$1.12M -22,400 -6%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$17.2M +$1.62M +32,280 +10%
Luther King Capital Management (LKCM)
365
Luther King Capital Management (LKCM)
Texas
$17.2M -$5.19M -103,528 -23%
PMG
366
Private Management Group
California
$17.2M +$162K +3,237 +0.9%
FTIOP
367
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.1M -$3.21M -64,073 -15%
RT
368
Rockland Trust
Massachusetts
$17M +$742K +14,784 +4%
CIM
369
Corda Investment Management
Texas
$16.8M +$2.61M +52,112 +18%
CAN
370
Cetera Advisor Networks
California
$16.7M +$1.73M +34,503 +11%
ELI
371
Empire Life Investments
Ontario, Canada
$16.6M -$3.08M -61,457 -15%
NLGIA
372
Nippon Life Global Investors Americas
New York
$16.4M +$16.9M +336,430 New
GIA
373
Guyasuta Investment Advisors
Pennsylvania
$16.4M -$3.43M -68,286 -17%
EB
374
Eastern Bank
Massachusetts
$16.4M -$1.6M -31,798 -9%
MC
375
Martin Currie
United Kingdom
$16.2M -$11.2M -223,900 -40%

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.