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2,122 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 887 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 110

17% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.26B

0.13% more ownership

Funds ownership: 64.99%65.12% (+0.13%)

0% less funds holding

Funds holding: 2,1312,122 (-9)

7% less repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 952

8% less capital invested

Capital invested by funds: $140B → $128B (-$11.8B)

23% less funds holding in top 10

Funds holding in top 10: 132102 (-30)

Holders
2,122
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.64%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
887
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Cooke & Bieler
Pennsylvania
$115M +$63.9M +1,270,693 +112%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$112M -$361K -7,193 -0.3%
GC
128
Guggenheim Capital
Illinois
$111M -$1.49M -29,591 -1%
SCM
129
Sterling Capital Management
North Carolina
$110M +$14M +277,926 +14%
GF
130
Gabelli Funds
New York
$108M +$862K +17,161 +0.8%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$106M +$84.8M +1,687,532 +314%
SB
132
Suntrust Banks
Georgia
$104M +$7.86M +156,365 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
133
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$100M +$5.38M +107,100 +5%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$97.4M +$28.8M +573,849 +39%
GIA
135
Gateway Investment Advisers
Ohio
$97.3M -$4.09M -81,388 -4%
N
136
Natixis
France
$97.1M +$13M +258,524 +14%
KeyBank National Association
137
KeyBank National Association
Ohio
$97M -$699K -13,907 -0.7%
MHI
138
Miller Howard Investments
New York
$96.6M -$2.13M -42,346 -2%
WHRC
139
W.H. Reaves & Co
New Jersey
$96.1M -$15.1K -300 -0%
NIPH
140
NN Investment Partners Holdings
Netherlands
$94.9M +$36M +716,353 +57%
RFC
141
Regions Financial Corp
Alabama
$93.6M -$2.94M -58,539 -3%
LPL Financial
142
LPL Financial
California
$93.4M +$26.8M +533,935 +38%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$93.1M -$34.4M -685,345 -26%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$88.2M +$33.6M +667,631 +57%
AG
145
Aperio Group
California
$86.2M +$726K +14,450 +0.8%
CVA
146
Ceredex Value Advisors
Florida
$85.7M +$90M +1,791,517 New
HighTower Advisors
147
HighTower Advisors
Illinois
$82.9M +$1.56M +31,007 +2%
Skandinaviska Enskilda Banken (SEB)
148
Skandinaviska Enskilda Banken (SEB)
Sweden
$81.2M -$6.67M -132,625 -7%
BTS
149
BB&T Securities
Virginia
$80.7M +$2.8M +55,747 +3%
JMPWA
150
JP Morgan Private Wealth Advisors
California
$80.3M +$12.3M +244,770 +17%

VZ Hedge Fund Activity: Q1 2018 in Review

2,122 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2018, worth a combined $128B — down 8.4% from $140B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VZ positions and 110 closed out — a net gain of 19 holders — while 887 added to existing stakes and 952 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $580M. The largest seller was Capital Research Global Investors, cutting an estimated $804M.

  • 2,122 institutional investors held Verizon (VZ) as of Q1 2018, down from 2,131 in Q4 2017.
  • Funds reported $128B of Verizon stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 129 funds opened new Verizon positions in Q1 2018 and 110 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q1 2018 was Deutsche Bank, an estimated $580M added.
  • The largest Verizon seller in Q1 2018 was Capital Research Global Investors, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2018.