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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
WCF
1251
West Coast Financial
California
$1.44M -$94.6K -1,885 -6%
MSS
1252
Mitchell Sinkler & Starr
Pennsylvania
$1.44M -$378K -7,527 -20%
PVWM
1253
Point View Wealth Management
New Jersey
$1.43M +$137K +2,721 +10%
TBNY
1254
Trustco Bank (New York)
New York
$1.42M -$40K -798 -3%
NEIRG
1255
New England Investment & Retirement Group
Massachusetts
$1.41M -$3.43M -68,335 -70%
MF
1256
Magnetar Financial
Illinois
$1.4M +$1.44M +28,798 New
BST
1257
Bath Savings Trust
Maine
$1.4M -$110K -2,194 -7%
IIM
1258
Ipswich Investment Management
Massachusetts
$1.4M +$1.25K +25 +0.1%
CFMC
1259
Curbstone Financial Management Corp
New Hampshire
$1.39M -$67.4K -1,344 -4%
PI
1260
Pettee Investors
Connecticut
$1.39M +$20.1K +400 +1%
IAM
1261
Impax Asset Management
New Hampshire
$1.39M +$95.3K +1,900 +7%
WI
1262
Wedgewood Investors
Pennsylvania
$1.39M +$10K +200 +0.7%
AIA
1263
Armor Investment Advisors
North Carolina
$1.39M +$66K +1,316 +5%
FWM
1264
Frontier Wealth Management
Missouri
$1.39M +$275K +5,481 +24%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$1.38M -$19.5K -389 -1%
CBU
1266
CIBC Bank USA
Illinois
$1.38M -$269K -5,359 -16%
FDS
1267
First Dallas Securities
Texas
$1.38M -$13K -259 -0.9%
BLAM
1268
Bourne Lent Asset Management
New York
$1.38M -$20.1K -400 -1%
TSS
1269
Two Sigma Securities
New York
$1.38M +$1.42M +28,251 New
AWA
1270
AmeriServ Wealth Advisors
Pennsylvania
$1.38M +$69.4K +1,383 +5%
Carson Wealth (CWM LLC)
1271
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$5.69M -113,386 -80%
FFA
1272
Fragasso Financial Advisors
Pennsylvania
$1.37M +$85.7K +1,709 +6%
TC
1273
Travelers Companies
Minnesota
$1.36M
P
1274
Pitcairn
Pennsylvania
$1.36M -$130K -2,589 -9%
EHWM
1275
Eads & Heald Wealth Management
Georgia
$1.36M +$27.2K +542 +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.