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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
ACP
1676
Aviance Capital Partners
Florida
$430K -$48.5K -967 -10%
BFA
1677
Beaumont Financial Advisors
Massachusetts
$430K +$167K +3,334 +61%
MWM
1678
Meridian Wealth Management
Kentucky
$427K -$70.8K -1,412 -14%
MWM
1679
MinichMacGregor Wealth Management
New York
$427K +$30.4K +606 +7%
ANTB
1680
AMG National Trust Bank
Colorado
$426K -$47K -937 -10%
TCM
1681
Tetrem Capital Management
Manitoba, Canada
$425K +$40.2K +801 +10%
OCM
1682
One Capital Management
California
$424K +$2.81K +56 +0.6%
SDWMA
1683
Schneider Downs Wealth Management Advisors
Pennsylvania
$421K +$27.1K +541 +7%
LRPA
1684
L. Roy Papp & Associates
Arizona
$419K -$25.3K -505 -6%
GRP
1685
Global Retirement Partners
California
$418K -$27.8K -555 -6%
BMCM
1686
Bryn Mawr Capital Management
Pennsylvania
$417K -$28K -559 -6%
LSA
1687
L & S Advisors
California
$416K -$89.6K -1,785 -17%
DDC
1688
DF Dent & Co
Maryland
$412K +$76.5K +1,525 +22%
ACP
1689
Aveo Capital Partners
Colorado
$411K -$444K -8,846 -51%
HFS
1690
Haverford Financial Services
Pennsylvania
$411K -$2.51K -50 -0.6%
BOS
1691
Bingham Osborn & Scarborough
California
$410K +$7.17K +143 +2%
CCS
1692
Crosspoint Capital Strategies
California
$409K +$201K +4,000 +100%
CASB
1693
Cape Ann Savings Bank
Massachusetts
$406K
GWM
1694
GSB Wealth Management
Connecticut
$406K
MIFH
1695
Migdal Insurance & Financial Holdings
Israel
$405K -$5.06M -100,947 -92%
SCA
1696
Salient Capital Advisors
Texas
$404K -$155K -3,089 -27%
TI
1697
Truepoint Inc
Ohio
$404K +$2.76K +55 +0.7%
RAM
1698
Riggs Asset Management
Pennsylvania
$403K -$11.2K -224 -3%
BWFM
1699
Bridgewater Wealth & Financial Management
Maryland
$399K -$118K -2,346 -22%
CIC
1700
Chilton Investment Company
Connecticut
$398K +$19.1K +380 +5%

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.