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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
LWM
1626
Lyons Wealth Management
Florida
$493K -$585K -11,670 -54%
HR
1627
Howe & Rusling
New York
$493K +$27.8K +554 +6%
AFS
1628
Access Financial Services
Minnesota
$491K +$75.8K +1,510 +18%
JPMIA
1629
J.P. Marvel Investment Advisors
Massachusetts
$488K
JFG
1630
Jefferies Financial Group
New York
$486K +$501K +9,978 New
LC
1631
Lourd Capital
California
$484K -$16.4K -326 -3%
SFM
1632
Signature Financial Management
Virginia
$484K +$25.5K +509 +5%
ARMC
1633
American Research & Management Company
Massachusetts
$483K +$20.6K +410 +4%
MCM
1634
McRae Capital Management
New Jersey
$481K +$12.8K +255 +3%
LWM
1635
LBA Wealth Management
Florida
$481K +$35.9K +716 +8%
CPIM
1636
Columbia Partners Investment Management
Virginia
$479K -$1.05M -20,968 -68%
DLHL
1637
Donald L. Hagan LLC
Florida
$479K -$14.2K -283 -3%
ABTD
1638
Arvest Bank Trust Division
Oklahoma
$479K +$51.2K +1,021 +12%
GA
1639
Gateway Advisory
New Jersey
$479K +$80.4K +1,603 +20%
BAM
1640
Brave Asset Management
New Jersey
$474K +$29.1K +581 +6%
GCAC
1641
Guardian Capital Advisors (Canada)
Ontario, Canada
$471K -$96.2K -1,917 -16%
PAA
1642
Peregrine Asset Advisers
Oregon
$471K +$251 +5 +0.1%
SEIA
1643
Signature Estate & Investment Advisors
California
$471K +$270K +5,377 +125%
NG
1644
NatWest Group
United Kingdom
$470K -$108K -2,162 -18%
GAG
1645
GM Advisory Group
New York
$470K -$12.7K -253 -3%
FTUS
1646
Flow Traders U.S.
New York
$470K +$484K +9,642 New
PFM
1647
Peak Financial Management
Massachusetts
$469K +$21.1K +421 +5%
SAM
1648
Summit Asset Management
Tennessee
$468K -$11.9K -238 -2%
CAG
1649
Crestwood Advisors Group
Massachusetts
$467K -$32.8K -653 -6%
WCM
1650
Windsor Capital Management
Arizona
$465K -$169K -3,360 -26%

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.