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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
LCM
501
LVM Capital Management
Michigan
$9.47M +$523K +10,425 +6%
TCT
502
TIAA CREF Trust
Missouri
$9.45M -$142K -2,835 -1%
SC
503
SouthState Corp
Florida
$9.43M +$328K +6,544 +4%
OAM
504
Oppenheimer Asset Management
New York
$9.43M +$9.7M +193,409 New
LCP
505
LGT Capital Partners
Switzerland
$9.41M
WA
506
Wasatch Advisors
Utah
$9.36M -$1.51M -30,055 -14%
KWILP
507
Kiwi Wealth Investments Limited Partnership
New Zealand
$9.3M -$1.13M -22,517 -11%
UOC
508
UBS O'Connor
Illinois
$9.15M +$9.42M +187,700 New
PSC
509
Prentiss Smith & Co
Vermont
$9.1M -$18.8K -375 -0.2%
FNT
510
First National Trust
Pennsylvania
$9.04M +$294K +5,853 +3%
PAS
511
Professional Advisory Services
Florida
$8.95M +$87K +1,734 +1%
GMI
512
Greystone Managed Investments
Saskatchewan, Canada
$8.94M -$628K -12,520 -6%
KPCM
513
Kings Point Capital Management
New York
$8.86M -$369K -7,360 -4%
MERSOM
514
Municipal Employees' Retirement System of Michigan
Michigan
$8.8M +$48.2K +960 +0.5%
GXMC
515
Global X Management Company
New York
$8.8M +$1.36M +27,173 +18%
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$8.78M +$2.37M +47,196 +36%
MSE
517
MUFG Securities EMEA
United Kingdom
$8.78M +$9.03M +180,000 New
CIA
518
Capital Investment Advisors
Georgia
$8.72M +$1.02M +20,251 +13%
CIA
519
CCM Investment Advisers
South Carolina
$8.71M -$368K -7,330 -4%
DG
520
Davidson & Garrard
Virginia
$8.7M -$118K -2,352 -1%
VCM
521
Vigilant Capital Management
Maine
$8.67M +$293K +5,831 +3%
CAM
522
Carret Asset Management
New York
$8.64M +$131K +2,606 +1%
VAS
523
Valicenti Advisory Services
New York
$8.63M +$16.9K +336 +0.2%
IWA
524
IBEX Wealth Advisors
New Jersey
$8.57M +$1.02M +20,392 +13%
CI
525
Cigna Investments
Connecticut
$8.57M -$1.9M -37,966 -18%

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.