We are live on ! Find out more

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
FA
876
FMA Advisory
Pennsylvania
$3.32M +$3.42M +68,128 New
VC
877
Vicus Capital
Pennsylvania
$3.29M -$1.12M -22,336 -25%
Millennium Management
878
Millennium Management
New York
$3.28M +$1.48M +29,596 +79%
WIC
879
Woodmont Investment Counsel
Tennessee
$3.27M +$854K +17,029 +37%
MCM
880
McKinley Capital Management
Alaska
$3.27M +$122K +2,440 +4%
RBA
881
Richard Bernstein Advisors
New York
$3.25M
HC
882
Hampstead Capital
United Kingdom
$3.25M +$447K +8,900 +15%
TCOT
883
Trust Company of Toledo
Ohio
$3.24M +$49.5K +987 +2%
Arrowstreet Capital
884
Arrowstreet Capital
Massachusetts
$3.24M +$3.33M +66,400 New
QCI
885
Quaker Capital Investments
Pennsylvania
$3.21M +$50.2K +1,000 +2%
FMT
886
First Mercantile Trust
Tennessee
$3.21M +$224K +4,461 +7%
BA
887
BCM Advisors
Louisiana
$3.21M
AC
888
Allstate Corporation
Illinois
$3.2M -$2.3M -45,869 -41%
SWM
889
Segment Wealth Management
Texas
$3.19M +$71.4K +1,424 +2%
BC
890
Barnett & Company
Tennessee
$3.17M -$154K -3,060 -4%
NSEDCP
891
NJ State Employees Deferred Compensation Plan
New Jersey
$3.17M
FNBOMD
892
First National Bank of Mount Dora
Florida
$3.16M +$453K +9,030 +16%
BEAM
893
Baker Ellis Asset Management
Washington
$3.15M +$19.4K +387 +0.6%
MI
894
Markston International
New York
$3.15M -$9.73K -194 -0.3%
GSBTD
895
Glenview State Bank Trust Department
Illinois
$3.13M -$1K -20 -0%
SSWM
896
Smith Salley Wealth Management
North Carolina
$3.13M -$6.84M -136,411 -68%
RMAM
897
Raab & Moskowitz Asset Management
New Jersey
$3.12M +$220K +4,395 +7%
GIA
898
GHP Investment Advisors
Colorado
$3.11M -$7.38K -147 -0.2%
BOCM
899
Bontempo Ohly Capital Management
Maryland
$3.1M -$230K -4,589 -7%
BIA
900
Barry Investment Advisors
Massachusetts
$3.1M +$43.1K +860 +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.