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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
DBT
1526
Dubuque Bank & Trust
Iowa
$673K -$203K -4,041 -23%
CCMG
1527
Clark Capital Management Group
Pennsylvania
$672K -$11.9M -237,896 -95%
HTHT
1528
Hemenway Trust Hemenway Trust
New Hampshire
$670K +$211K +4,213 +44%
IIC
1529
Integrated Investment Consultants
Michigan
$669K
EWM
1530
Evermay Wealth Management
Virginia
$669K +$105K +2,085 +18%
SC
1531
Searle & Co
Connecticut
$667K +$61.9K +1,234 +10%
AAM
1532
American Asset Management
Florida
$660K -$4.42K -88 -0.6%
PIM
1533
Progressive Investment Management
Oregon
$658K
PFGIA
1534
Patriot Financial Group Insurance Agency
Massachusetts
$656K +$42.8K +853 +7%
HBT
1535
Hills Bank & Trust
Iowa
$655K -$26.3K -525 -4%
SCI
1536
Stableford Capital II
Arizona
$654K +$313K +6,247 +87%
SA
1537
Sicart Associates
New York
$651K +$125K +2,500 +23%
BA
1538
Bridgewater Associates
Connecticut
$651K +$359K +7,149 +115%
KIA
1539
Kopp Investment Advisors
Minnesota
$645K -$17K -339 -2%
CA
1540
Cornerstone Advisory
Maryland
$644K -$8.78K -175 -1%
PAM
1541
Princeton Alpha Management
New Jersey
$644K +$402K +8,016 +154%
BCM
1542
Bienville Capital Management
New York
$638K +$226K +4,500 +52%
SCG
1543
Sonata Capital Group
Washington
$634K -$25.1K -500 -4%
MMH
1544
Menora Mivtachim Holdings
Israel
$631K -$79.2M -1,579,080 -99%
JWA
1545
JFS Wealth Advisors
Pennsylvania
$630K
MIP
1546
Marietta Investment Partners
Wisconsin
$629K -$107K -2,141 -14%
SAM
1547
Security Asset Management
New York
$627K
BHC
1548
Bowen Hanes & Co
Florida
$627K +$251K +5,000 +64%
MWM
1549
Merriman Wealth Management
Washington
$625K -$3.11K -62 -0.5%
IFS
1550
Ifrah Financial Services
Arkansas
$624K +$135K +2,688 +27%

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.