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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
MCG
1401
Meru Capital Group
New York
$963K +$991K +19,760 New
AWA
1402
Arete Wealth Advisors
Illinois
$954K +$541K +10,779 +123%
GHA
1403
Garcia Hamilton & Associates
Texas
$950K -$912K -18,176 -47%
CCA
1404
Cobblestone Capital Advisors
New York
$946K +$2.51K +50 +0.3%
JSL
1405
JT Stratford LLC
Georgia
$944K -$78.9K -1,572 -8%
TPWA
1406
TRUE Private Wealth Advisors
Oregon
$944K +$40.3K +804 +4%
ODCM
1407
Old Dominion Capital Management
Virginia
$942K +$291K +5,793 +43%
FIB
1408
First Interstate Bank
Montana
$941K -$194K -3,865 -17%
RBC
1409
Ronald Blue & Co
Georgia
$941K +$30K +597 +3%
SGK
1410
Steigerwald Gordon & Koch
Virginia
$939K +$18.4K +367 +2%
AIM
1411
ARGA Investment Management
Connecticut
$937K +$130K +2,600 +16%
FPS
1412
Fieldpoint Private Securities
Connecticut
$935K +$962K +19,180 New
VWA
1413
V Wealth Advisors
Kansas
$933K +$137K +2,734 +17%
TRIM
1414
Thompson Rubinstein Investment Management
Oregon
$929K +$20.1K +400 +2%
HFM
1415
Hartford Financial Management
Connecticut
$928K -$19.8K -394 -2%
CCB
1416
Cutter & Co Brokerage
Missouri
$927K -$797K -15,882 -46%
WG
1417
Winton Group
United Kingdom
$916K -$369K -7,356 -28%
JCM
1418
Jacobi Capital Management
Pennsylvania
$915K -$6.92K -138 -0.7%
RWP
1419
RWA Wealth Partners
Massachusetts
$910K +$655K +13,063 +233%
AAS
1420
Annex Advisory Services
Wisconsin
$906K -$7.33K -146 -0.8%
MHS
1421
M Holdings Securities
Oregon
$905K +$33.2K +661 +4%
AIM
1422
Assured Investment Management
New York
$900K -$253K -5,041 -21%
YIA
1423
YHB Investment Advisors
Connecticut
$898K -$179K -3,575 -15%
IAMOG
1424
Investors Asset Management of Georgia
Georgia
$898K +$16.8K +335 +2%
NME
1425
Notis-McConarty Edward
$887K -$4.01K -80 -0.4%

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.