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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
ST
1301
Spinnaker Trust
Maine
$1.28M -$6.12K -122 -0.5%
TWI
1302
Thomas White International
Illinois
$1.28M -$45.1K -898 -3%
AOWM
1303
Alpha Omega Wealth Management
Virginia
$1.27M
MWP
1304
MYCIO Wealth Partners
Pennsylvania
$1.27M +$122K +2,436 +10%
CNAM
1305
Campbell Newman Asset Management
Wisconsin
$1.27M
CSM
1306
CAMG Solamere Management
North Carolina
$1.27M +$1.03M +20,599 +379%
CCMW
1307
Cypress Capital Management (Wyoming)
Wyoming
$1.25M -$79K -1,575 -6%
MWM
1308
Marietta Wealth Management
Georgia
$1.24M +$424K +8,453 +50%
AFP
1309
Ausdal Financial Partners
Iowa
$1.24M +$28.5K +569 +2%
FCB
1310
First Command Bank
Texas
$1.23M -$61.5K -1,225 -5%
FCFS
1311
First Command Financial Services
Texas
$1.23M -$61.5K -1,225 -5%
BOS
1312
Bank of Stockton
California
$1.22M -$54.9K -1,095 -4%
AF
1313
Allworth Financial
California
$1.21M +$18K +358 +1%
PP
1314
PagnatoKarp Partners
Virginia
$1.21M +$125K +2,497 +11%
NC
1315
NewSquare Capital
Pennsylvania
$1.21M +$137K +2,737 +12%
EI
1316
Elkhorn Investments
Illinois
$1.21M +$1.24M +24,727 New
PL
1317
Plancorp LLC
Missouri
$1.2M +$51.1K +1,018 +4%
PAG
1318
Pinnacle Advisory Group
Maryland
$1.2M +$448K +8,931 +57%
FMWA
1319
Forvis Mazars Wealth Advisors
Missouri
$1.2M +$14.5K +289 +1%
BA
1320
Bennicas & Associates
California
$1.2M +$6.32K +126 +0.5%
WCBA
1321
Weaver C. Barksdale & Associates
Tennessee
$1.2M +$386K +7,700 +46%
SGA
1322
Strategic Global Advisors
California
$1.19M -$1.18M -23,498 -49%
OPCM
1323
Osborne Partners Capital Management
California
$1.19M -$104K -2,068 -8%
VST
1324
Van Strum & Towne
California
$1.19M -$12.1K -241 -1%
SWM
1325
Stockman Wealth Management
Montana
$1.18M -$62.9K -1,253 -5%

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.