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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
CVM
1501
Cheviot Value Management
California
$718K +$29K +578 +4%
IAA
1502
Ironsides Asset Advisors
North Carolina
$717K -$1.55M -30,875 -68%
KFA
1503
Kelleher Financial Advisors
New York
$712K -$485K -9,658 -40%
EAMA
1504
EFG Asset Management (Americas)
Florida
$712K -$208K -4,149 -24%
WP
1505
WMS Partners
Maryland
$706K +$138K +2,756 +24%
SAM
1506
Sequent Asset Management
Texas
$704K +$298K +5,942 +70%
AWM
1507
Affinity Wealth Management
Delaware
$701K +$50K +996 +7%
WCM
1508
Windward Capital Management
California
$701K +$63.1K +1,258 +10%
RCM
1509
RB Capital Management
Nevada
$698K -$62.3K -1,241 -8%
ZCI
1510
Zevenbergen Capital Investments
Washington
$696K +$13.8K +275 +2%
FI
1511
FormulaFolio Investments
Michigan
$694K +$111K +2,206 +18%
SRSA
1512
S.R. Schill & Associates
Washington
$693K -$5.27K -105 -0.7%
BAM
1513
Boyar Asset Management
New York
$693K
GA
1514
Greytown Advisors
Florida
$692K
SP
1515
Sarasin & Partners
United Kingdom
$692K
PBO
1516
Peoples Bank (Ohio)
Ohio
$691K -$3.36K -67 -0.5%
GI
1517
Glovista Investments
New Jersey
$690K
DAM
1518
Doheny Asset Management
California
$689K -$686K -13,666 -49%
TDC
1519
Thompson Davis & Co
Virginia
$689K +$327K +6,513 +86%
TIA
1520
Tiemann Investment Advisors
California
$686K -$30.1K -600 -4%
ADBIC
1521
A.D. Beadell Investment Counsel
Wisconsin
$684K
SIM
1522
SSI Investment Management
California
$683K -$903 -18 -0.1%
NAMA
1523
Nikko Asset Management Americas
New York
$683K
MMG
1524
Monetary Management Group
Missouri
$681K -$1.51M -30,056 -68%
GS
1525
GAM Systematic
United Kingdom
$677K -$459K -9,144 -40%

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.