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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
American Century Companies
51
American Century Companies
Missouri
$440M +$30.7M +612,404 +7%
RJA
52
Raymond James & Associates
Florida
$412M +$5.29M +105,373 +1%
AL
53
AJO LP
Pennsylvania
$412M -$16.7M -332,627 -4%
EIP
54
Epoch Investment Partners
New York
$408M +$110M +2,190,069 +35%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$403M -$18.6M -370,600 -4%
O
56
OppenheimerFunds
New York
$394M -$31.2M -621,568 -7%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$385M -$292M -5,812,893 -42%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$382M -$25.3M -505,026 -6%
ClearBridge Investments
59
ClearBridge Investments
New York
$373M +$6.67M +133,038 +2%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$352M -$9.36M -186,655 -3%
TA
61
Teachers Advisors
New York
$352M +$8.12M +161,756 +2%
PPA
62
Parametric Portfolio Associates
Washington
$346M -$124M -2,478,119 -26%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$342M +$108M +2,161,340 +45%
SOMRS
64
State of Michigan Retirement System
Michigan
$341M -$2.05M -40,900 -0.6%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$336M +$4.46M +88,988 +1%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$333M -$166M -3,310,657 -33%
IGIM
67
I.G. Investment Management
Manitoba, Canada
$324M +$70.3M +1,400,871 +27%
Asset Management One
68
Asset Management One
Japan
$317M -$31.2M -622,093 -9%
PI
69
PGGM Investments
Netherlands
$313M -$19M -379,104 -6%
Principal Financial Group
70
Principal Financial Group
Iowa
$288M -$13.7M -272,577 -4%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$286M -$2.71M -54,067 -0.9%
T
72
Thomaspartners
Massachusetts
$275M +$27.7M +553,018 +11%
EVM
73
Eaton Vance Management
Massachusetts
$272M -$60M -1,196,219 -18%
Canada Life
74
Canada Life
Manitoba, Canada
$254M -$13.4M -267,468 -5%
LCOV
75
London Company of Virginia
Virginia
$251M +$9.54M +190,069 +4%

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.