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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
FNBTCON
701
First National Bank & Trust Co of Newtown
Pennsylvania
$5.17M +$20.7K +412 +0.4%
VIA
702
Vantage Investment Advisors
Pennsylvania
$5.15M +$473K +9,423 +10%
CNBT
703
Canandaigua National Bank & Trust
New York
$5.15M -$39.8K -793 -0.7%
OIM
704
Opus Investment Management
Massachusetts
$5.12M
PAIM
705
Punch & Associates Investment Management
Minnesota
$5.11M +$30.9K +615 +0.6%
HVIA
706
Hudson Valley Investment Advisors
New York
$5.05M -$5.92K -118 -0.1%
PFPT
707
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.02M +$331K +6,603 +7%
CWM
708
Cabot Wealth Management
Massachusetts
$4.99M +$164K +3,260 +3%
FM
709
Family Management
New York
$4.98M +$36.4K +726 +0.7%
CAM
710
Congress Asset Management
Massachusetts
$4.97M -$2.43M -48,514 -32%
MSV
711
MN Services Vermogensbeheer
Netherlands
$4.96M +$144K +2,879 +3%
PC
712
Palo Capital
California
$4.94M +$122K +2,432 +2%
NCM
713
Nelson Capital Management
California
$4.93M -$7.28K -145 -0.1%
TNB
714
Thomasville National Bank
Georgia
$4.91M +$5.05M +100,690 New
ISB
715
Iowa State Bank
Iowa
$4.88M +$124K +2,475 +3%
AF
716
Ally Financial
Michigan
$4.88M +$4.41M +88,000 +733%
TNBTD
717
Trustmark National Bank Trust Department
Mississippi
$4.87M -$59.9K -1,194 -1%
GHCM
718
Glen Harbor Capital Management
California
$4.87M -$3.38M -67,298 -40%
CC
719
ClearArc Capital
Ohio
$4.86M +$30.5K +607 +0.6%
HPC
720
HM Payson & Co
Maine
$4.85M +$423K +8,430 +9%
WJA
721
Williams Jones & Associates
New York
$4.81M -$243K -4,841 -5%
PP
722
Patten & Patten
Tennessee
$4.8M -$93.8K -1,870 -2%
IH
723
IFC Holdings
Florida
$4.79M +$438K +8,722 +10%
WAS
724
Winch Advisory Services
Wisconsin
$4.76M -$67.6K -1,348 -1%
CFSG
725
Community Financial Services Group
Vermont
$4.75M +$83.4K +1,663 +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.