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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
GG
351
Gofen & Glossberg
Illinois
$19.2M -$633K -12,600 -3%
Loomis, Sayles & Company
352
Loomis, Sayles & Company
Massachusetts
$19.2M -$4.52M -90,003 -18%
FTIOP
353
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.1M -$13.6K -271 -0.1%
FQ
354
First Quadrant
California
$19M +$6.87M +136,723 +52%
KBC Group
355
KBC Group
Belgium
$18.9M -$883K -17,574 -4%
HIMC
356
Heritage Investors Management Corp
Maryland
$18.8M -$336K -6,676 -2%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$18.6M -$166K -3,300 -0.8%
PR
358
Payden & Rygel
California
$18.5M +$1.22M +24,300 +7%
LM
359
Lincluden Management
Ontario, Canada
$18.5M -$2.47M -49,120 -11%
CIM
360
Corda Investment Management
Texas
$18.4M +$27.4K +546 +0.1%
FFIC
361
First Fiduciary Investment Counsel
Ohio
$18.2M +$319K +6,357 +2%
KA
362
KLCM Advisors
Wisconsin
$18.2M -$561K -11,169 -3%
TSW
363
Thompson Siegel & Walmsley
Virginia
$18M -$182K -3,628 -1%
Capital Fund Management (CFM)
364
Capital Fund Management (CFM)
France
$17.7M +$18.6M +369,463 New
COPPSERS
365
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.7M +$225K +4,485 +1%
PAM
366
PineView Asset Management
Connecticut
$17.5M +$18.4M +365,444 New
DF
367
Donoghue Forlines
Massachusetts
$17.5M -$1.61M -32,040 -8%
DA
368
Denali Advisors
California
$17.4M +$18.3M +364,700 New
ACI
369
Alpha Cubed Investments
California
$17.3M +$1.32M +26,300 +8%
WPC
370
Waters Parkerson & Co
Louisiana
$17.2M +$952K +18,933 +6%
FNBOO
371
First National Bank of Omaha
Nebraska
$17M -$93.3K -1,856 -0.5%
ELI
372
Empire Life Investments
Ontario, Canada
$16.8M +$305K +6,060 +2%
BAM
373
Bruderman Asset Management
New York
$16.8M +$122K +2,437 +0.7%
GT
374
Glenview Trust
Kentucky
$16.8M -$282K -5,617 -2%
PA
375
Pinnacle Associates
New York
$16.7M +$718K +14,290 +4%

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.