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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
GAM
1651
Garrison Asset Management
Arkansas
$464K -$37.7K -752 -7%
PFA
1652
Paradigm Financial Advisors
Missouri
$464K +$201 +4 +0%
PIM
1653
Perkins Investment Management
Illinois
$463K -$5.22M -104,062 -92%
JGIA
1654
Jackson Grant Investment Advisers
Connecticut
$462K -$625K -12,448 -57%
MMA
1655
Miracle Mile Advisors
California
$461K -$397K -7,905 -46%
EMA
1656
Efficient Market Advisors
California
$461K
AB
1657
Atlas Brown
Kentucky
$460K +$72.3K +1,441 +18%
CBA
1658
Coastal Bridge Advisors
Connecticut
$459K -$26.5K -529 -5%
HPWM
1659
Highland Private Wealth Management
Washington
$456K +$12.5K +249 +3%
TCM
1660
Traynor Capital Management
Pennsylvania
$455K +$273K +5,440 +130%
PFBT
1661
Parkside Financial Bank & Trust
Missouri
$452K +$602 +12 +0.1%
SCP
1662
Sandhill Capital Partners
New York
$449K -$126K -2,502 -21%
VNA
1663
VNBTrust National Association
Virginia
$448K -$54.9K -1,095 -11%
SIC
1664
Shoker Investment Counsel
Ohio
$446K +$23.4K +466 +5%
PCMC
1665
Paragon Capital Management (Colorado)
Colorado
$446K +$597K +11,900 New
RFS
1666
Rockefeller Financial Services
New York
$442K -$10K -200 -2%
PCMM
1667
Private Capital Management (Minnesota)
Minnesota
$441K +$110K +2,200 +32%
CWA
1668
Cypress Wealth Advisors
California
$439K -$203K -4,043 -31%
KKAMG
1669
Kernodle & Katon Asset Management Group
Arkansas
$436K +$93.7K +1,867 +26%
EM
1670
ELCO Management
New York
$435K +$10.5K +210 +2%
PCTC
1671
Perkins Coie Trust Company
Washington
$433K -$6.72K -134 -1%
SAA
1672
Southeast Asset Advisors
Georgia
$432K -$70.4K -1,403 -14%
CFG
1673
CKW Financial Group
Hawaii
$432K
BPC
1674
Banque Pictet & Cie
Switzerland
$430K -$402K -8,018 -48%
MLIC
1675
Mandatum Life Insurance Company
Finland
$430K -$75.2K -1,498 -15%

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.