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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
AIM
1426
Aspen Investment Management
Michigan
$887K
TAM
1427
Taurus Asset Management
New York
$883K -$17.6K -350 -2%
MC
1428
Mathes Company
New York
$882K -$47.7K -950 -5%
CA
1429
Continuum Advisory
Idaho
$878K +$903K +18,000 New
Wealth Enhancement Advisory Services
1430
Wealth Enhancement Advisory Services
Minnesota
$876K +$898K +17,907 New
PFC
1431
Phocas Financial Corp
California
$874K -$3.43M -68,380 -79%
HPCM
1432
High Pointe Capital Management
Illinois
$870K
CWP
1433
Capital Wealth Planning
Florida
$868K -$198K -3,941 -18%
CAW
1434
Cornerstone Advisors (Washington)
Washington
$867K -$803 -16 -0.1%
ROTUOC
1435
Regents of the University of California
California
$865K
MHIM
1436
MacNealy Hoover Investment Management
Ohio
$862K -$36.7K -731 -4%
Squarepoint
1437
Squarepoint
New York
$858K +$883K +17,592 New
DLG
1438
Daniel L. Goodwin
$853K
PB
1439
Pinnacle Bancorp
Nebraska
$853K +$877K +17,489 New
RGC
1440
Roberts, Glore & Co
Illinois
$852K -$60K -1,196 -6%
RCA
1441
Rowland Carmichael Advisors
Arizona
$851K -$184K -3,675 -17%
SRC
1442
Shufro Rose & Co
New York
$846K +$36.3K +724 +4%
GS
1443
Girard Securities
California
$845K -$75.6K -1,506 -8%
AWM
1444
Altavista Wealth Management
North Carolina
$843K +$36K +717 +4%
HCM
1445
HMS Capital Management
Tennessee
$840K +$19.1K +381 +2%
LWCFA
1446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$838K -$2.36K -47 -0.3%
PCIG
1447
Partners Capital Investment Group
Massachusetts
$838K
TCM
1448
Tributary Capital Management
Nebraska
$835K
Edgewood Management
1449
Edgewood Management
Connecticut
$833K -$118K -2,345 -12%
AAM
1450
Augustine Asset Management
Florida
$824K -$12.5K -250 -1%

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.