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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
VCM
1601
Versant Capital Management
Arizona
$536K +$23.5K +469 +4%
SAM
1602
Shamrock Asset Management
Texas
$534K -$23.2K -463 -4%
MCM
1603
Manchester Capital Management
Vermont
$533K
GBBWRPM
1604
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$530K -$40.1K -799 -7%
MAA
1605
Mraz Amerine & Associates
California
$529K -$14.7K -293 -2%
PCM
1606
Perkins Capital Management
Minnesota
$528K
PV
1607
Private Vista
Illinois
$528K +$145K +2,881 +34%
CNC
1608
Citizens & Northern Corp
Pennsylvania
$527K -$92.5K -1,843 -15%
SWA
1609
Sutton Wealth Advisors
Florida
$522K -$6.87K -137 -1%
HCIA
1610
Hochman Cole Investment Advisors
Illinois
$518K -$25.6K -510 -5%
LAIC
1611
Lederer & Associates Investment Counsel
California
$516K +$20.3K +405 +4%
GAM
1612
Gemmer Asset Management
California
$516K +$183K +3,651 +53%
SH
1613
Svenska Handelsbanken
Sweden
$516K +$531K +10,579 New
HEIP
1614
Hudson Edge Investment Partners
New Jersey
$515K +$5.02K +100 +1%
LK
1615
Lumbard & Kellner
New Hampshire
$515K +$530K +10,562 New
SCM
1616
Stonehearth Capital Management
Massachusetts
$513K +$31.2K +622 +6%
IC
1617
Investment Counsel
Michigan
$512K +$20.7K +413 +4%
AAM
1618
Aureus Asset Management
Massachusetts
$512K +$27.3K +544 +5%
CA
1619
Capital Advantage
California
$509K +$28.9K +576 +6%
BCM
1620
Bluefin Capital Management
New York
$504K -$425K -8,471 -45%
JWM
1621
Jacobus Wealth Management
Wisconsin
$503K
WC
1622
Whitnell & Co
Illinois
$497K -$51.4K -1,025 -9%
AIS
1623
AlphaOne Investment Services
Pennsylvania
$496K -$67.7K -1,350 -12%
CT
1624
Clearstead Trust
Maine
$495K -$2.41M -48,045 -83%
WA
1625
Wealth Architects
California
$494K -$18.9K -377 -4%

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.