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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
Franklin Resources
26
Franklin Resources
California
$887M +$288M +5,740,495 +46%
Charles Schwab
27
Charles Schwab
California
$884M +$58.6M +1,167,752 +7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$843M +$16.7M +333,133 +2%
Swiss National Bank
29
Swiss National Bank
Switzerland
$799M +$160M +3,190,600 +24%
Invesco
30
Invesco
Georgia
$764M -$79.6M -1,587,187 -9%
Macquarie Group
31
Macquarie Group
Australia
$753M +$16M +318,586 +2%
Goldman Sachs
32
Goldman Sachs
New York
$706M -$341M -6,787,963 -32%
APG Asset Management
33
APG Asset Management
Netherlands
$639M -$34.9M -695,925 -5%
LSV Asset Management
34
LSV Asset Management
Illinois
$634M -$4.24M -84,490 -0.6%
CS
35
Credit Suisse
Switzerland
$613M -$87.3M -1,739,899 -12%
UBS AM
36
UBS AM
Illinois
$611M -$80.2M -1,599,131 -11%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$600M +$13.9M +277,455 +2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$588M -$5.75M -114,664 -0.9%
AllianceBernstein
39
AllianceBernstein
Tennessee
$575M -$306M -6,091,562 -34%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$573M +$3.13M +62,401 +0.5%
State Farm Mutual Automobile Insurance
41
State Farm Mutual Automobile Insurance
Illinois
$571M +$10.2M +202,435 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$566M -$10.7M -212,358 -2%
Prudential Financial
43
Prudential Financial
New Jersey
$564M -$15.8M -313,937 -3%
Fidelity International
44
Fidelity International
Bermuda
$534M -$59.2M -1,180,260 -10%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$515M +$198M +3,941,885 +59%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$500M -$10.5M -209,100 -2%
UBS Group
47
UBS Group
Switzerland
$492M -$36.7M -731,228 -7%
AIG
48
American International Group
New York
$491M +$2.78M +55,477 +0.6%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$449M +$1.06M +21,048 +0.2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$447M +$13.2M +264,026 +3%

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.