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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
MSR
751
Main Street Research
Connecticut
$4.42M -$1.28M -25,572 -22%
CBB
752
Citizens Business Bank
California
$4.42M -$576K -11,488 -11%
CP
753
Corbenic Partners
Pennsylvania
$4.4M -$289K -5,756 -6%
CSS
754
Cubist Systematic Strategies
Connecticut
$4.4M +$1.74M +34,701 +62%
JWBC
755
J.W. Burns & Co
New York
$4.39M -$9.33K -186 -0.2%
FDCC
756
Foster Dykema Cabot & Co
Massachusetts
$4.39M +$86.3K +1,720 +2%
SCA
757
Snowden Capital Advisors
New York
$4.36M +$803K +16,013 +22%
RIA
758
RPG Investment Advisory
California
$4.34M +$3.81M +75,977 +578%
SPIA
759
Steward Partners Investment Advisory
New York
$4.34M +$4.47M +89,083 New
CIA
760
Choate Investment Advisors
Massachusetts
$4.33M +$31.2K +621 +0.7%
AMCA
761
Arthur M. Cohen & Associates
Illinois
$4.32M +$299K +5,968 +7%
BIA
762
Biondo Investment Advisors
Pennsylvania
$4.31M -$519K -10,339 -12%
AWM
763
AE Wealth Management
Kansas
$4.29M +$1.82M +36,203 +70%
WKWM
764
Walter & Keenan Wealth Management
Indiana
$4.28M +$804K +16,023 +22%
SCM
765
Schnieders Capital Management
California
$4.27M -$1.35K -27 -0%
CIP
766
Convergence Investment Partners
Florida
$4.26M -$190K -3,788 -4%
BHA
767
Beech Hill Advisors
New York
$4.26M +$10K +200 +0.2%
ECM
768
Everence Capital Management
Indiana
$4.24M
LCP
769
Legacy Capital Partners
Wisconsin
$4.21M +$74.5K +1,484 +2%
HW
770
Hancock Whitney
Mississippi
$4.21M -$1.2M -23,939 -22%
FAM
771
Fred Alger Management
New York
$4.21M -$6.37M -126,953 -60%
LPL Financial
772
LPL Financial
California
$4.21M +$45.7K +910 +1%
UR
773
USCA RIA
Texas
$4.18M +$217K +4,327 +5%
FBT
774
First Bankers Trust
Kentucky
$4.18M -$20.4K -407 -0.5%
AT
775
Arden Trust
Delaware
$4.18M -$461K -9,194 -10%

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.