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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
AA
576
Ancora Advisors
Ohio
$7.33M +$119K +2,380 +2%
EA
577
Evanston Advisors
Illinois
$7.33M +$1.29M +25,654 +21%
JC
578
Jacobs & Co
California
$7.32M +$248K +4,935 +3%
CVSCT
579
C.V. Starr & Co Trust
New York
$7.31M
CC
580
Cipher Capital
New York
$7.28M +$7.49M +149,226 New
SGAM
581
Steinberg Global Asset Management
Florida
$7.14M +$219K +4,360 +3%
CB
582
Community Bank
New York
$7.13M +$196K +3,907 +3%
NIA
583
Northstar Investment Advisors
Colorado
$7.1M +$140K +2,793 +2%
LIA
584
LS Investment Advisors
Michigan
$7.1M +$185K +3,693 +3%
EWA
585
EP Wealth Advisors
California
$7.1M +$552K +11,007 +8%
CPP
586
Crow Point Partners
Massachusetts
$7.07M -$5.01M -99,908 -41%
ANBT
587
American National Bank & Trust
Texas
$7.04M -$312K -6,228 -4%
SCM
588
Shelton Capital Management
Colorado
$7.01M +$2.22M +44,193 +44%
1SB
589
1ST Source Bank
Indiana
$6.97M -$94K -1,874 -1%
CA
590
CapWealth Advisors
Tennessee
$6.97M -$46.3K -922 -0.6%
FHA
591
First Horizon Advisors
Tennessee
$6.97M -$254K -5,067 -3%
SGCA
592
Steel Grove Capital Advisors
Tennessee
$6.96M +$1.53M +30,441 +27%
TMAM
593
Tokio Marine Asset Management
Japan
$6.96M -$2.91M -57,985 -29%
TCM
594
Tufton Capital Management
Maryland
$6.96M -$2.21K -44 -0%
WHG
595
Westwood Holdings Group
Texas
$6.92M -$7.02M -139,846 -50%
CIC
596
Carnegie Investment Counsel
Ohio
$6.9M -$496K -9,888 -6%
FWCM
597
Ferguson Wellman Capital Management
Oregon
$6.89M -$24.7M -492,222 -78%
V
598
Veritable
Delaware
$6.87M -$38.7K -771 -0.5%
CIS
599
Connors Investor Services
Pennsylvania
$6.86M +$318K +6,333 +5%
HCM
600
Howland Capital Management
Massachusetts
$6.85M -$110K -2,187 -2%

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.