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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
FAAS
401
First Allied Advisory Services
California
$13.9M +$56.9K +1,132 +0.4%
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
$13.9M -$98.8K -1,965 -0.7%
SWITC
403
Stewart West Indies Trading Company
Colorado
$13.8M
ECM
404
Estabrook Capital Management
New York
$13.8M -$403K -8,016 -3%
WT
405
Whittier Trust
California
$13.7M +$136K +2,701 +0.9%
HAI
406
Hennessy Advisors Inc
California
$13.7M +$1.09M +21,658 +8%
BCM
407
Bridgeway Capital Management
Texas
$13.6M +$683K +13,600 +5%
PHS
408
Pekin Hardy Strauss
Illinois
$13.5M -$1.71M -33,951 -11%
ISL
409
Ingalls & Snyder LLC
New York
$13.4M -$2.71K -54 -0%
WAM
410
World Asset Management
Michigan
$13.4M -$4.47M -89,031 -24%
MC
411
Martin Currie
United Kingdom
$13.4M -$5.03K -100 -0%
TCM
412
Twin Capital Management
Pennsylvania
$13.4M -$659K -13,110 -4%
PGFC
413
Peapack-Gladstone Financial Corp
New Jersey
$13.3M -$53.2K -1,059 -0.4%
WB
414
WesBanco Bank
West Virginia
$13.3M +$1.06M +21,083 +8%
ARTA
415
A.R.T. Advisors
New York
$13.2M +$10M +199,300 +259%
ACM
416
Azimuth Capital Management
Michigan
$12.9M -$43.3K -861 -0.3%
OMCS
417
Old Mutual Customised Solutions
South Africa
$12.9M +$683K +13,600 +5%
CAI
418
Capital Advisors Inc
Oklahoma
$12.9M -$90.8K -1,806 -0.7%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$12.9M +$259K +5,152 +2%
Mirae Asset Global Investments
420
Mirae Asset Global Investments
South Korea
$12.8M -$213K -4,232 -2%
BRWA
421
B. Riley Wealth Advisors
Florida
$12.7M +$8.62M +171,617 +181%
HFS
422
HL Financial Services
Kentucky
$12.7M -$113K -2,251 -0.8%
DWM
423
Destination Wealth Management
California
$12.7M +$583K +11,592 +5%
TAM
424
Todd Asset Management
Kentucky
$12.7M -$846K -16,832 -6%
FA
425
FDx Advisors
Illinois
$12.7M -$3.17M -63,144 -19%

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.