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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
AWM
1326
Avior Wealth Management
Nebraska
$1.18M -$51.2K -1,020 -4%
WIP
1327
Wellesley Investment Partners
Massachusetts
$1.17M +$83.1K +1,656 +7%
FLI
1328
Family Legacy Inc
South Carolina
$1.17M +$1.2M +23,971 New
OFS
1329
Orrstown Financial Services
Pennsylvania
$1.17M +$92.6K +1,846 +8%
PGIM
1330
Pacific Global Investment Management
California
$1.16M -$24.6K -490 -2%
PMFA
1331
Plante Moran Financial Advisors
Michigan
$1.16M -$231K -4,605 -16%
CWM
1332
Confluence Wealth Management
Oregon
$1.16M -$150K -2,991 -11%
CCT
1333
Country Club Trust
Missouri
$1.15M +$15.2K +303 +1%
NFG
1334
Nations Financial Group
Iowa
$1.15M +$9.03K +180 +0.8%
BCM
1335
Birmingham Capital Management
Alabama
$1.14M +$95.3K +1,900 +9%
RA
1336
RFG Advisory
Alabama
$1.14M +$521K +10,384 +81%
AB
1337
AT Bancorp
Iowa
$1.13M +$15.5K +309 +1%
WPW
1338
Waldron Private Wealth
Pennsylvania
$1.12M +$297K +5,924 +34%
AAMU
1339
AEGON Asset Management (UK)
United Kingdom
$1.12M -$267K -5,315 -19%
MVA
1340
Mount Vernon Associates
Maryland
$1.12M +$5.02K +100 +0.4%
MCP
1341
Mirador Capital Partners
California
$1.12M +$219K +4,357 +23%
CK
1342
Cohen Klingenstein
New York
$1.11M
BP
1343
Ballentine Partners
Massachusetts
$1.11M +$188K +3,754 +20%
EA
1344
Edge Advisors
Georgia
$1.11M -$4.36M -86,820 -79%
BWAM
1345
Boyd Watterson Asset Management
Ohio
$1.11M -$9.38K -187 -0.8%
UAS
1346
United Asset Strategies
New York
$1.1M +$20.6K +411 +2%
BOC
1347
Barbara Oil Co
Illinois
$1.1M
PAM
1348
Premier Asset Management
Illinois
$1.1M +$95.3K +1,900 +9%
CWM
1349
Cornerstone Wealth Management
Missouri
$1.09M +$137K +2,726 +14%
FCFC
1350
First Commonwealth Financial Corp
Pennsylvania
$1.09M -$60.9K -1,213 -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.