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2,122 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 887 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 110

17% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.26B

0.13% more ownership

Funds ownership: 64.99%65.12% (+0.13%)

0% less funds holding

Funds holding: 2,1312,122 (-9)

7% less repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 952

8% less capital invested

Capital invested by funds: $140B → $128B (-$11.8B)

23% less funds holding in top 10

Funds holding in top 10: 132102 (-30)

Holders
2,122
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.64%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
887
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$440M +$8.58M +170,719 +2%
Principal Financial Group
52
Principal Financial Group
Iowa
$428M -$10.8M -215,540 -2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$421M -$5.07M -100,913 -1%
Barclays
54
Barclays
United Kingdom
$418M +$122M +2,417,697 +38%
Citadel Advisors
55
Citadel Advisors
Florida
$411M +$164M +3,264,359 +61%
AllianceBernstein
56
AllianceBernstein
Tennessee
$388M -$153M -3,040,024 -27%
TA
57
Teachers Advisors
New York
$368M +$12.1M +240,922 +3%
AL
58
AJO LP
Pennsylvania
$360M +$24.6M +489,955 +7%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$358M -$159M -3,156,131 -30%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$352M -$7.63M -151,734 -2%
EIP
61
Epoch Investment Partners
New York
$349M -$16.1M -320,425 -4%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$340M -$878K -17,472 -0.2%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$330M -$303K -6,028 -0.1%
T
64
Thomaspartners
Massachusetts
$328M +$14M +278,045 +4%
CS
65
Credit Suisse
Switzerland
$327M -$24.1M -480,413 -7%
Fidelity International
66
Fidelity International
Bermuda
$320M -$88.3M -1,756,821 -21%
Aberdeen Group
67
Aberdeen Group
United Kingdom
$314M -$17.4M -346,901 -5%
Asset Management One
68
Asset Management One
Japan
$307M +$2.88M +57,246 +0.9%
O
69
OppenheimerFunds
New York
$305M -$52.2M -1,037,849 -14%
ClearBridge Investments
70
ClearBridge Investments
New York
$289M +$8.53M +169,654 +3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$277M +$21.3M +424,348 +8%
Canada Life
72
Canada Life
Manitoba, Canada
$276M +$5.46M +108,584 +2%
H
73
Hexavest
Quebec, Canada
$271M -$2.61M -51,865 -0.9%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$268M -$4.83M -96,194 -2%
Man Group
75
Man Group
United Kingdom
$263M +$276M +5,498,374 New

VZ Hedge Fund Activity: Q1 2018 in Review

2,122 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2018, worth a combined $128B — down 8.4% from $140B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VZ positions and 110 closed out — a net gain of 19 holders — while 887 added to existing stakes and 952 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $580M. The largest seller was Capital Research Global Investors, cutting an estimated $804M.

  • 2,122 institutional investors held Verizon (VZ) as of Q1 2018, down from 2,131 in Q4 2017.
  • Funds reported $128B of Verizon stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 129 funds opened new Verizon positions in Q1 2018 and 110 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q1 2018 was Deutsche Bank, an estimated $580M added.
  • The largest Verizon seller in Q1 2018 was Capital Research Global Investors, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2018.