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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
RMA
401
Roffman Miller Associates
Pennsylvania
$14.4M +$1.34M +26,611 +10%
PR
402
Payden & Rygel
California
$14.3M -$5.86M -116,900 -29%
NFA
403
Nuveen Fund Advisors
Illinois
$14.2M +$134K +2,662 +0.9%
SCI
404
SkyBridge Capital II
New York
$14.1M -$554K -11,044 -4%
WT
405
Whittier Trust
California
$14.1M -$3.56M -71,051 -20%
CIC
406
Crawford Investment Counsel
Georgia
$14.1M -$2.83M -56,403 -16%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$14M +$2.64M +52,540 +22%
BCM
408
Bridgeway Capital Management
Texas
$14M +$44.7K +890 +0.3%
CFB
409
Cullen/Frost Bankers
Texas
$13.8M -$381K -7,602 -3%
EWM
410
Edge Wealth Management
New York
$13.8M +$195K +3,887 +1%
WB
411
WesBanco Bank
West Virginia
$13.8M -$2.66M -53,004 -16%
CAM
412
Close Asset Management
United Kingdom
$13.8M +$5.61M +111,729 +65%
AAM
413
AMI Asset Management
California
$13.7M -$173K -3,452 -1%
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$13.6M +$608K +12,114 +5%
CFG
415
Citizens Financial Group
Rhode Island
$13.5M +$700K +13,949 +5%
FT
416
Fiduciary Trust
Massachusetts
$13.5M -$39K -778 -0.3%
PWP
417
Private Wealth Partners
California
$13.5M -$892K -17,780 -6%
DCM
418
Dupont Capital Management
Delaware
$13.4M -$2.59M -51,677 -16%
HFS
419
HL Financial Services
Kentucky
$13.3M -$1.44M -28,778 -10%
HAI
420
Hennessy Advisors Inc
California
$13.2M +$2.73M +54,500 +25%
GGI
421
Godsey & Gibb Inc
Virginia
$13.2M -$98K -1,954 -0.7%
IEFM
422
IQ EQ Fund Management
Ireland
$13.2M -$119K -2,365 -1%
CCM
423
Cadence Capital Management
Massachusetts
$13.1M +$496K +9,888 +4%
AIL
424
AGF Investments LLC
Ontario, Canada
$13.1M +$687K +13,689 +5%
LS
425
Livforsakringsbolaget Skandia
Sweden
$13M -$7.81M -155,700 -37%

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.