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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
JDR
1376
Jay D. Rosenbaum
$1.01M +$82.8K +1,650 +9%
CL
1377
CSS LLC
Illinois
$1.01M
SJIM
1378
St. Johns Investment Management
Florida
$1.01M -$45.4K -905 -4%
RIA
1379
Regal Investment Advisors
Michigan
$1.01M -$150K -2,981 -13%
WI
1380
WBI Investments
New Jersey
$1M +$33.8K +674 +3%
VNA
1381
Valley National Advisers
Pennsylvania
$1M +$149K +2,972 +17%
AFS
1382
Amtrust Financial Services
New York
$1M
NG
1383
Northstar Group
New York
$998K +$40.8K +813 +4%
SFA
1384
Sequoia Financial Advisors
Ohio
$998K +$64.3K +1,282 +7%
SMC
1385
Smith, Moore & Co
Missouri
$995K -$22.3K -444 -2%
CMANY
1386
Capital Management Associates (New York)
New York
$993K +$123K +2,450 +14%
KTC
1387
Kistler-Tiffany Companies
Pennsylvania
$987K -$61.3K -1,221 -6%
CWM
1388
Circle Wealth Management
New Jersey
$985K +$7.68K +153 +0.8%
HIM
1389
Hutchens Investment Management
New Hampshire
$980K -$607K -12,095 -38%
RG
1390
Rikoon Group
New Mexico
$980K
KSCM
1391
Kamunting Street Capital Management
Florida
$975K +$1M +20,000 New
EGA
1392
E&G Advisors
Texas
$973K -$521K -10,383 -34%
WP
1393
Wedgewood Partners
Missouri
$973K +$5.52K +110 +0.6%
SL
1394
Summitry LLC
California
$972K -$31.8K -633 -3%
CSA
1395
Cottage Street Advisors
Massachusetts
$971K
PL
1396
Parthenon LLC
Kentucky
$968K -$5.27K -105 -0.5%
NB
1397
Nicolet Bankshares
Wisconsin
$967K -$103K -2,056 -9%
BHIA
1398
Birch Hill Investment Advisors
Massachusetts
$965K -$8.98K -179 -0.9%
BSWMG
1399
Barrington Strategic Wealth Management Group
Illinois
$963K -$52.2K -1,041 -5%
VNIM
1400
Vaughan Nelson Investment Management
Texas
$963K

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.