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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
KIC
651
Keating Investment Counselors
Florida
$6.04M +$65.2K +1,300 +1%
DIA
652
Dean Investment Associates
Ohio
$6.02M -$309K -6,150 -5%
MIM
653
Marco Investment Management
Georgia
$5.98M +$1.3M +25,825 +27%
HP
654
Hosking Partners
United Kingdom
$5.98M +$551K +10,982 +10%
WTC
655
WhitTier Trust Company
Nevada
$5.95M -$817K -16,288 -12%
VFM
656
Viking Fund Management
North Dakota
$5.9M +$803K +16,000 +15%
PAI
657
Pittenger & Anderson Inc
Nebraska
$5.9M -$878K -17,495 -13%
RWM
658
Rench Wealth Management
Texas
$5.89M +$134K +2,666 +2%
WSCM
659
Wellington Shields Capital Management
New York
$5.89M -$156K -3,109 -3%
MPM
660
Meritage Portfolio Management
Kansas
$5.87M -$385K -7,671 -6%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$5.84M -$2.59M -51,623 -30%
DAS
662
Dynamic Advisor Solutions
Arizona
$5.82M +$23.4K +466 +0.4%
BOTW
663
Bank of the West
California
$5.81M +$65.2K +1,299 +1%
CCP
664
Corient Capital Partners
California
$5.79M +$814K +16,232 +16%
SLI
665
Sumitomo Life Insurance
Japan
$5.76M -$925K -18,443 -14%
PCMI
666
Princeton Capital Management Inc
New Jersey
$5.75M +$5.42K +108 +0.1%
VCM
667
Violich Capital Management
California
$5.68M +$10K +200 +0.2%
EVM
668
Evelyn V. Moreno
$5.68M +$596K +11,875 +11%
AI
669
Atria Investments
North Carolina
$5.67M +$1.12M +22,406 +24%
MCM
670
Maple Capital Management
Vermont
$5.67M +$471K +9,394 +9%
LNB
671
Ledyard National Bank
$5.65M +$549K +10,948 +10%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$5.65M +$1.33M +26,434 +30%
SCM
673
Sterneck Capital Management
Missouri
$5.64M +$714K +14,228 +14%
SFS
674
Sowell Financial Services
Arkansas
$5.64M +$1.24M +24,724 +25%
GP
675
Girard Partners
Pennsylvania
$5.63M +$1.13M +22,545 +24%

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.