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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
SIM
376
Sentry Investment Management
Wisconsin
$15.8M -$536K -10,681 -3%
WPC
377
Waters Parkerson & Co
Louisiana
$15.5M +$422K +8,413 +3%
FA
378
FDx Advisors
Illinois
$15.5M -$1.19M -23,684 -7%
CTC
379
Central Trust Company
Missouri
$15.4M -$200K -3,985 -1%
IC
380
Inverness Counsel
New York
$15.4M -$8.49M -169,321 -35%
QIM
381
Quest Investment Management
Oregon
$15.3M -$689K -13,736 -4%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3M +$15.8M +314,412 New
ACM
383
Azimuth Capital Management
Michigan
$15.3M +$312K +6,225 +2%
TAM
384
Todd Asset Management
Kentucky
$15.2M -$859K -17,127 -5%
BAM
385
Bruderman Asset Management
New York
$15.2M +$352K +7,014 +2%
BAM
386
Barrett Asset Management
New York
$15M +$339K +6,766 +2%
SOADOR
387
State of Alaska Department of Revenue
Alaska
$14.9M -$4.87M -97,030 -24%
ISL
388
Ingalls & Snyder LLC
New York
$14.8M +$818K +16,309 +6%
QAM
389
QCI Asset Management
New York
$14.8M +$173K +3,439 +1%
ANI
390
American National Insurance
Texas
$14.8M
COPPSERS
391
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.7M +$3.45M +68,681 +29%
RJT
392
Raymond James Trust
Florida
$14.7M +$1.26M +25,044 +9%
WT
393
Washington Trust
Rhode Island
$14.7M +$258K +5,142 +2%
ECM
394
Estabrook Capital Management
New York
$14.7M -$381K -7,604 -2%
FAAS
395
First Allied Advisory Services
California
$14.7M -$170K -3,387 -1%
WG
396
Welch Group
Alabama
$14.6M +$511K +10,191 +4%
AB
397
Amalgamated Bank
New York
$14.5M -$2.92M -58,282 -16%
VWM
398
Valley Wealth Managers
New Jersey
$14.5M +$875K +17,444 +6%
PL
399
Perpetual Ltd
Australia
$14.5M -$5.06M -100,900 -25%
TSW
400
Thompson Siegel & Walmsley
Virginia
$14.4M +$2.92M +58,223 +24%

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.