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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
LMGAM
476
Liberty Mutual Group Asset Management
Massachusetts
$10.7M -$3.76M -74,987 -26%
NBC
477
Neuberger Berman Canada
Ontario, Canada
$10.6M +$639K +12,740 +6%
BBA
478
BLB&B Advisors
Pennsylvania
$10.5M +$74.2K +1,478 +0.7%
PNC
479
Park National Corp
Ohio
$10.5M +$1.2M +23,906 +12%
RCYC
480
Richard C. Young & Co
Rhode Island
$10.5M +$398K +7,938 +4%
GCM
481
GoodHaven Capital Management
New Jersey
$10.5M
AMI
482
Amica Mutual Insurance
Rhode Island
$10.5M
EIA
483
Edgemoor Investment Advisors
Maryland
$10.4M +$1.88M +37,438 +21%
TCOV
484
Trust Company of Vermont
Vermont
$10.3M +$190K +3,786 +2%
LIC
485
Lodestar Investment Counsel
Illinois
$10.3M +$209K +4,169 +2%
NEI
486
Northwest & Ethical Investments
Ontario, Canada
$10.2M -$731K -14,575 -7%
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$10.1M -$2.75M -54,740 -21%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$10M -$742K -14,791 -7%
DP
489
Dearborn Partners
Illinois
$10M +$413K +8,227 +4%
RIL
490
Rothschild Investment LLC
Illinois
$9.91M +$225K +4,481 +2%
ACM
491
Argent Capital Management
Missouri
$9.85M +$146K +2,913 +1%
EOJOAM
492
E. Ohman J:or Asset Management
Sweden
$9.79M +$572K +11,400 +6%
GI
493
GAMCO Investors
Connecticut
$9.72M -$2.15M -42,839 -18%
AIA
494
Affinity Investment Advisors
California
$9.67M -$763K -15,210 -7%
MAM
495
Meeder Asset Management
Ohio
$9.67M -$2.04M -40,755 -17%
CCM
496
Chilton Capital Management
Texas
$9.64M +$154K +3,075 +2%
FMLI
497
Fukoku Mutual Life Insurance
Japan
$9.64M -$818K -16,300 -8%
FM
498
Foster & Motley
Ohio
$9.59M +$7.68K +153 +0.1%
BOH
499
Bank of Hawaii
Hawaii
$9.55M -$515K -10,263 -5%
AIP
500
Ameritas Investment Partners
Nebraska
$9.51M -$621K -12,371 -6%

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.