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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
PCM
1226
Prelude Capital Management
New York
$1.53M +$1.28M +25,581 +435%
MWM
1227
Mission Wealth Management
California
$1.53M -$17.1K -340 -1%
HK
1228
Horizon Kinetics
New York
$1.53M +$16.1K +321 +1%
BW
1229
Bison Wealth
Georgia
$1.52M -$360K -7,182 -19%
DIP
1230
DT Investment Partners
Pennsylvania
$1.52M +$145K +2,886 +10%
AGM
1231
Alpine Global Management
New York
$1.51M +$345K +6,867 +28%
CHJWM
1232
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.5M +$243K +4,844 +19%
Members Trust
1233
Members Trust
Florida
$1.5M +$1.54M +30,735 New
KWMG
1234
King Wealth Management Group
Florida
$1.5M +$16.1K +321 +1%
FFC
1235
First Financial Corp
Indiana
$1.5M +$270K +5,373 +21%
WA
1236
WFG Advisors
Texas
$1.5M -$36.5K -727 -2%
KWM
1237
Kingsview Wealth Management
Oregon
$1.49M +$1.54M +30,626 New
CMO
1238
Covenant Multifamily Offices
Texas
$1.49M +$365K +7,279 +31%
CCM
1239
Cohen Capital Management
California
$1.48M
DJSG
1240
D.J. St. Germain
Massachusetts
$1.48M +$68.2K +1,360 +5%
NEPWA
1241
New England Private Wealth Advisors
Massachusetts
$1.48M +$27.5K +548 +2%
WWM
1242
Willingdon Wealth Management
North Carolina
$1.48M +$206K +4,110 +16%
MBT
1243
Monroe Bank & Trust
Michigan
$1.48M -$47.7K -951 -3%
PCA
1244
Private Capital Advisors
Connecticut
$1.47M -$56.9K -1,134 -4%
PFS
1245
Physicians Financial Services
North Carolina
$1.47M +$44.7K +890 +3%
LPIC
1246
LeJeune Puetz Investment Counsel
Michigan
$1.46M -$20.1K -400 -1%
CSUI
1247
Cincinnati Specialty Underwriters Insurance
Ohio
$1.46M
PAM
1248
PVG Asset Management
Colorado
$1.46M +$1.51M +30,000 New
RCAG
1249
Rehmann Capital Advisory Group
Michigan
$1.45M -$180K -3,597 -11%
NHC
1250
Nicholas Hoffman & Company
Georgia
$1.44M +$313K +6,235 +27%

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.