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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
VF
1451
Virtu Financial
New York
$820K -$88K -1,754 -9%
BDF
1452
Balasa Dinverno & Foltz
$818K -$371K -7,404 -31%
BFPW
1453
BOK Financial Private Wealth
Colorado
$817K +$89.4K +1,781 +12%
HCP
1454
Holt Capital Partners
Texas
$816K -$2.16K -43 -0.3%
IWM
1455
IHT Wealth Management
Illinois
$815K -$122K -2,441 -13%
CFN
1456
Cordasco Financial Network
Florida
$814K -$32.9K -656 -4%
PWMAG
1457
Pinnacle Wealth Management Advisory Group
New Jersey
$811K -$48.1K -958 -5%
MMPW
1458
Mitchell McLeod Pugh & Williams
Alabama
$808K -$30.2K -601 -4%
CC
1459
Cadinha & Co
Hawaii
$806K +$2.51K +50 +0.3%
ST
1460
Spot Trading
Illinois
$806K +$829K +16,528 New
HL
1461
HeadInvest LLC
Maine
$802K +$13.3K +266 +2%
CL
1462
CPWM LLC
Washington
$800K -$5.22K -104 -0.6%
ECM
1463
EagleClaw Capital Management
Massachusetts
$799K -$52.3K -1,042 -6%
NSB
1464
Norway Savings Bank
Maine
$797K -$77.1K -1,537 -9%
BWM
1465
BigSur Wealth Management
Florida
$797K -$35.1K -700 -4%
PH
1466
Pinnacle Holdings
Oklahoma
$794K -$6.37K -127 -0.8%
PIM
1467
Profit Investment Management
Maryland
$794K -$70.6K -1,407 -8%
GD
1468
Grandfield & Dodd
New York
$792K -$15K -299 -2%
FCH
1469
Freestone Capital Holdings
Washington
$791K -$2.48M -49,458 -75%
BAM
1470
Berkshire Asset Management
Pennsylvania
$790K -$462K -9,218 -36%
CPA
1471
Clear Perspective Advisors
Illinois
$790K -$151K -3,000 -16%
WA
1472
Waverly Advisors
Alabama
$790K +$429K +8,559 +112%
TCM
1473
Telos Capital Management
California
$789K -$89K -1,774 -10%
FIM
1474
Fruth Investment Management
Texas
$787K -$3.71K -74 -0.5%
MSTVIM
1475
Messner & Smith Theme Value Investment Management
California
$780K +$50.2K +1,000 +7%

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.