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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
BFG
526
Beacon Financial Group
Texas
$8.53M +$279K +5,569 +3%
1IA
527
1834 Investment Advisors
Wisconsin
$8.53M -$257K -5,122 -3%
JMFC
528
J.M. Forbes & Co
Massachusetts
$8.42M -$27.6K -550 -0.3%
PL
529
Parkwood LLC
Ohio
$8.39M +$693K +13,813 +9%
FBB
530
Fulton Breakefield Broenniman
Maryland
$8.31M +$111K +2,211 +1%
RW
531
Rand Wealth
Maryland
$8.26M +$120K +2,396 +1%
MCM
532
MAI Capital Management
Ohio
$8.24M +$129K +2,573 +2%
SDJVC
533
St. Denis J. Villere & Co
Louisiana
$8.23M -$1.16M -23,050 -12%
PP
534
Paloma Partners
Connecticut
$8.16M +$7.55M +150,405 +883%
GJIC
535
Gamble Jones Investment Counsel
California
$8.14M +$176K +3,515 +2%
MME
536
Meag Munich Ergo
Germany
$8.14M +$3.49M +69,600 +72%
PA
537
Profund Advisors
Maryland
$8.14M -$275K -5,483 -3%
MC
538
Moors & Cabot
Massachusetts
$8.11M -$718K -14,306 -8%
ICOA
539
Investment Centers of America
North Dakota
$8.09M -$992K -19,765 -11%
GWM
540
Geneos Wealth Management
Colorado
$8.08M +$559K +11,137 +7%
KCM
541
Kanawha Capital Management
Virginia
$8.04M +$54.9K +1,095 +0.7%
FVCM
542
F&V Capital Management
Florida
$8.01M +$453K +9,025 +6%
BRCM
543
Bright Rock Capital Management
Massachusetts
$8M
Westfield Capital Management
544
Westfield Capital Management
Massachusetts
$7.99M +$6.45M +128,560 +364%
AL
545
Agran Libbie
California
$7.99M +$103K +2,051 +1%
OMCS
546
Old Mutual Customised Solutions
South Africa
$7.98M +$1.55M +30,955 +23%
DWM
547
Doyle Wealth Management
Florida
$7.97M +$8.21M +163,545 New
PWW
548
Pettyjohn Wood & White
Virginia
$7.94M +$70.5K +1,405 +0.9%
CA
549
Cullinan Associates
Kentucky
$7.93M +$2.26M +45,110 +38%
GIM
550
Goelzer Investment Management
Indiana
$7.91M +$2.19M +43,728 +37%

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.