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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
VHAM
776
Van Hulzen Asset Management
California
$4.18M -$485K -9,667 -10%
OC
777
Oarsman Capital
Wisconsin
$4.16M +$654K +13,032 +18%
LMIM
778
Lockheed Martin Investment Management
Maryland
$4.15M +$803K +16,015 +23%
BAS
779
Brown Advisory Securities
Maryland
$4.14M -$44.9K -895 -1%
AIM
780
Anchor Investment Management
South Carolina
$4.14M -$14.2K -283 -0.3%
Point72 Asset Management
781
Point72 Asset Management
Connecticut
$4.14M -$138M -2,753,659 -97%
CM
782
Capital Management
Virginia
$4.12M +$194K +3,861 +5%
OCM
783
Olstein Capital Management
New York
$4.09M
GC
784
Grace Capital
Massachusetts
$4.08M +$50.3K +1,002 +1%
LIM
785
Leavell Investment Management
Alabama
$4.07M -$47.5K -947 -1%
HIC
786
Holderness Investments Company
North Carolina
$4.07M +$1.54M +30,689 +58%
PPSG
787
Princeton Portfolio Strategies Group
New Jersey
$4.06M +$133K +2,648 +3%
Cerity Partners
788
Cerity Partners
New York
$4.05M +$2.25M +44,890 +117%
AC
789
Alley Company
Illinois
$4.04M +$336K +6,689 +9%
AIC
790
Argus Investors Counsel
New York
$4.04M -$527K -10,500 -11%
GC
791
Grimes & Company
Massachusetts
$4.03M +$155K +3,093 +4%
OA
792
Outfitter Advisors
Virginia
$4.03M +$52.2K +1,041 +1%
II
793
IFM Investors
Australia
$4.03M +$1.54M +30,637 +59%
LCM
794
Logan Capital Management
Pennsylvania
$4.02M -$215K -4,288 -5%
SCM
795
Salem Capital Management
Massachusetts
$4.01M -$20.4K -407 -0.5%
M
796
MOTCO
Texas
$3.99M -$14.8K -294 -0.4%
MCM
797
McMillion Capital Management
North Carolina
$3.98M -$12.8K -255 -0.3%
NA
798
NewEdge Advisors
Louisiana
$3.96M +$1.79M +35,629 +79%
SCA
799
Stonebridge Capital Advisors
Minnesota
$3.95M +$371K +7,390 +10%
EWA
800
Exencial Wealth Advisors
Oklahoma
$3.95M -$35.4K -705 -0.9%

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.