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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
SNT
801
Security National Trust
West Virginia
$3.94M -$2.26K -45 -0.1%
STB
802
S&T Bank
Pennsylvania
$3.93M +$107K +2,128 +3%
BRWA
803
B. Riley Wealth Advisors
Florida
$3.92M +$67.7K +1,350 +2%
WA
804
WealthTrust Axiom
Pennsylvania
$3.92M +$283K +5,634 +8%
RCM
805
Riverhead Capital Management
Delaware
$3.91M -$2.71M -53,974 -40%
OSNBOA
806
Old Second National Bank of Aurora
Illinois
$3.91M +$39.9K +796 +1%
EWM
807
Evercore Wealth Management
New York
$3.9M +$203K +4,048 +5%
BFIM
808
Beese Fulmer Investment Management
Ohio
$3.88M +$21.6K +430 +0.5%
BCMO
809
Buckingham Capital Management (Ohio)
Ohio
$3.86M -$238K -4,747 -6%
CIC
810
Cornercap Investment Counsel
Georgia
$3.85M +$183K +3,651 +5%
WI
811
Welch Investments
Alabama
$3.84M +$352K +7,021 +10%
NSIM
812
North Star Investment Management
Illinois
$3.83M +$113K +2,260 +3%
SWM
813
SVA Wealth Management
Wisconsin
$3.83M +$11.6K +231 +0.3%
PS
814
Pensionfund Sabic
Netherlands
$3.82M -$381K -7,600 -9%
NFG
815
Next Financial Group
Texas
$3.81M -$1.08M -21,508 -21%
MPAM
816
Murphy Pohlad Asset Management
Minnesota
$3.79M -$17.4K -346 -0.4%
BO
817
Bank OZK
Arkansas
$3.78M +$323K +6,442 +9%
CT
818
Cambridge Trust
Massachusetts
$3.77M -$3.58M -71,314 -48%
AL
819
Aspiriant LLC
California
$3.77M -$204K -4,075 -5%
AT
820
Argent Trust
Texas
$3.76M +$116K +2,303 +3%
LWAC
821
Laurel Wealth Advisors (California)
California
$3.76M +$109K +2,165 +3%
AHB
822
Abner Herrman & Brock
New Jersey
$3.74M +$131K +2,613 +4%
APSI
823
Asset Planning Services Inc
Louisiana
$3.74M -$6.52K -130 -0.2%
CBTWT
824
Community Bank & Trust (Waco, Texas)
Texas
$3.73M +$27.8K +554 +0.7%
ASN
825
Advisory Services Network
Georgia
$3.7M +$3.81M +75,989 New

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.