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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
WAM
601
Wealthspire Advisors (Maryland)
Maryland
$6.83M -$63.3K -1,261 -0.9%
AAIM
602
American Assets Investment Management
California
$6.83M
PFM
603
Parsec Financial Management
North Carolina
$6.82M -$354K -7,050 -5%
APFBOT
604
Amica Pension Fund Board of Trustees
Rhode Island
$6.8M
FMBTD
605
First Midwest Bank Trust Division
Illinois
$6.8M -$607K -12,091 -8%
BCM
606
Brookstone Capital Management
Illinois
$6.79M +$974K +19,412 +16%
FSA
607
Franklin Street Advisors
North Carolina
$6.72M +$479K +9,555 +7%
YMRC
608
Yorktown Management & Research Company
Virginia
$6.7M
PJSIMP
609
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.68M +$1.96K +39 +0%
SBH
610
Segall Bryant & Hamill
Illinois
$6.67M +$122K +2,441 +2%
AP
611
Appleton Partners
Massachusetts
$6.67M -$596K -11,885 -8%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$6.66M +$303K +6,045 +5%
HT
613
HAP Trading
New York
$6.61M -$429K -8,551 -6%
JIC
614
Johnson Investment Counsel
Ohio
$6.61M -$58.5K -1,167 -0.9%
WS
615
Wedbush Securities
California
$6.59M +$610K +12,162 +10%
NB
616
NBT Bank
New York
$6.59M -$48.5K -966 -0.7%
AAM
617
Autus Asset Management
Arizona
$6.59M +$33.5K +667 +0.5%
FAB
618
First American Bank
Illinois
$6.55M -$59.6K -1,187 -0.9%
ONB
619
Old National Bancorp
Indiana
$6.54M -$34K -677 -0.5%
WC
620
Whitney & Co
New York
$6.54M -$30.9K -615 -0.5%
Hudson Bay Capital Management
621
Hudson Bay Capital Management
Connecticut
$6.53M +$4.32M +86,071 +180%
VWM
622
Venturi Wealth Management
Texas
$6.53M +$718K +14,311 +12%
LKIM
623
Lawson Kroeker Investment Management
Nebraska
$6.51M -$81.5K -1,625 -1%
FCBT
624
First Citizens Bank & Trust
North Carolina
$6.44M -$6.71M -133,838 -50%
SA
625
Strategic Advisors
New York
$6.41M +$47.3K +943 +0.7%

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.