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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
BFEC
826
Benjamin F. Edwards & Company
Missouri
$3.7M -$49.1K -978 -1%
MDCM
827
Morgan Dempsey Capital Management
Wisconsin
$3.7M +$593K +11,817 +18%
BA
828
BKS Advisors
Michigan
$3.69M -$42.2K -842 -1%
BONST
829
Bank of Nova Scotia Trust
Ontario, Canada
$3.67M +$1.34M +26,732 +55%
SFS
830
Strategic Financial Services
New York
$3.67M -$3.86K -77 -0.1%
CCM
831
Compton Capital Management
Rhode Island
$3.67M -$5.97K -119 -0.2%
IC
832
Intersect Capital
California
$3.66M -$487K -9,707 -11%
PWAP
833
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.65M +$404K +8,051 +12%
GIP
834
Granite Investment Partners
California
$3.64M -$2.96K -59 -0.1%
TH
835
Timber Hill
Connecticut
$3.63M +$3.74M +74,474 New
FANJ
836
Financial Architects (New Jersey)
New Jersey
$3.63M +$25.4K +507 +0.7%
EFS
837
Essex Financial Services
Connecticut
$3.63M +$128K +2,554 +4%
AMIM
838
Aull & Monroe Investment Management
Alabama
$3.62M -$15.1K -300 -0.4%
CWM
839
Concert Wealth Management
California
$3.62M -$234K -4,665 -6%
AA
840
Apriem Advisors
California
$3.61M +$408K +8,133 +12%
CA
841
Cornerstone Advisors
North Carolina
$3.61M +$903K +18,000 +32%
WFG
842
Wills Financial Group
Virginia
$3.6M +$276K +5,511 +8%
BUB
843
BBVA USA Bancshares
Texas
$3.59M +$347K +6,907 +10%
AIS
844
Accurate Investment Solutions
Pennsylvania
$3.58M +$358K +7,126 +11%
EFIC
845
Eliot Finkel Investment Counsel
California
$3.58M +$149K +2,970 +4%
IRF
846
IBM Retirement Fund
New York
$3.56M -$16.4M -326,568 -85%
FNB
847
Farmers National Bank
Kentucky
$3.55M -$93.1K -1,856 -3%
NA
848
Neuburgh Advisers
California
$3.54M -$2.46M -48,944 -40%
CT
849
Coastline Trust
Rhode Island
$3.53M +$105K +2,097 +3%
GWM
850
Graybill Wealth Management
Illinois
$3.53M +$52.8K +1,052 +1%

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.