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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
NSAM
426
North Star Asset Management
Wisconsin
$12.8M -$31.2K -621 -0.2%
Jacobs Levy Equity Management
427
Jacobs Levy Equity Management
New Jersey
$12.8M -$7.12M -142,000 -35%
CCM
428
Covington Capital Management
California
$12.8M +$191K +3,802 +1%
NPA
429
Nichols & Pratt Advisers
Massachusetts
$12.8M +$142K +2,822 +1%
HCM
430
Herndon Capital Management
Georgia
$12.7M -$1.9M -37,903 -13%
KRS
431
Kentucky Retirement Systems
Kentucky
$12.7M -$1.73M -34,475 -12%
HI
432
HBK Investments
Texas
$12.7M -$19.1M -381,077 -59%
WCM
433
Wedge Capital Management
North Carolina
$12.7M -$447K -8,904 -3%
CI Investments Inc
434
CI Investments Inc
Ontario, Canada
$12.7M +$13M +259,650 New
CCMD
435
Cypress Capital Management (Delaware)
Delaware
$12.6M -$4.51K -90 -0%
TBA
436
Tower Bridge Advisors
Pennsylvania
$12.6M -$305K -6,083 -2%
HC
437
Henshaw Capital
Massachusetts
$12.5M
BCAM
438
Boston Common Asset Management
Massachusetts
$12.5M +$541K +10,780 +4%
TCM
439
Twin Capital Management
Pennsylvania
$12.5M -$637K -12,690 -5%
SF
440
Synovus Financial
Georgia
$12.4M -$2.68M -53,427 -17%
BFM
441
Boston Financial Management
Massachusetts
$12.4M +$116K +2,307 +0.9%
DZ Bank
442
DZ Bank
Germany
$12.4M -$11.6M -232,037 -48%
LSERS
443
Louisiana State Employees Retirement System
Louisiana
$12.2M -$291K -5,800 -2%
Victory Capital Management
444
Victory Capital Management
Texas
$12.2M -$2.53M -50,347 -17%
OI
445
Oakbrook Investments
Illinois
$12.1M -$1.57M -31,250 -11%
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$12.1M +$246K +4,911 +2%
EHC
447
Everett Harris & Co
California
$12.1M -$200K -3,987 -2%
SSB
448
Sandy Spring Bank
Maryland
$12.1M -$533K -10,633 -4%
ICM
449
Intrepid Capital Management
Florida
$12M +$3.05M +60,839 +33%
LM
450
Lincluden Management
Ontario, Canada
$12M +$3.45M +68,756 +39%

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.