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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
III
1201
Independent Investors Inc
New York
$1.61M -$15.1K -300 -0.9%
VCAM
1202
Van Cleef Asset Management
Ohio
$1.6M -$78.4K -1,563 -5%
ST
1203
Sentinel Trust
Texas
$1.6M +$1.65M +32,909 New
RAM
1204
RWC Asset Management
United Kingdom
$1.6M -$3.6M -71,800 -69%
OIA
1205
Optimum Investment Advisors
Illinois
$1.6M -$151K -3,014 -8%
WFMPM
1206
Woodley Farra Manion Portfolio Management
Indiana
$1.6M -$22.4M -445,739 -93%
CFA
1207
Carroll Financial Associates
North Carolina
$1.6M -$12.3K -246 -0.7%
OWD
1208
Osborn Williams & Donohoe
Ohio
$1.59M +$68.3K +1,361 +4%
CIM
1209
CIM Investment Management
Pennsylvania
$1.59M +$735K +14,656 +81%
OIM
1210
Orca Investment Management
Oregon
$1.59M -$7.12K -142 -0.4%
HCA
1211
Harbour Capital Advisors
Virginia
$1.59M +$1.64M +32,647 New
TB
1212
Terril Brothers
Missouri
$1.58M
PWSG
1213
Pacific Wealth Strategies Group
California
$1.58M +$32.8K +653 +2%
WP
1214
WealthSource Partners
California
$1.58M +$269K +5,360 +20%
RIM
1215
Regent Investment Management
Kentucky
$1.57M -$67.1K -1,338 -4%
BCM
1216
Boltwood Capital Management
California
$1.57M +$5.87K +117 +0.4%
CL
1217
Choreo LLC
Illinois
$1.56M -$47.2K -941 -1%
SNBOSCI
1218
Security National Bank of Sioux City Iowa
Iowa
$1.56M +$54.7K +1,091 +4%
HIC
1219
Hartline Investment Corp
Illinois
$1.56M -$25K -498 -2%
RWM
1220
RKL Wealth Management
Pennsylvania
$1.55M -$123K -2,455 -7%
AAM
1221
AR Asset Management
California
$1.55M
BA
1222
Bristlecone Advisors
Washington
$1.54M -$103K -2,051 -6%
BTIS
1223
BB&T Investment Services
North Carolina
$1.54M +$322K +6,424 +25%
AC
1224
Alexandria Capital
Virginia
$1.54M +$90.9K +1,811 +6%
PLFAM
1225
Pineno Levin & Ford Asset Management
Virginia
$1.54M +$3.26K +65 +0.2%

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.