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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
SPC
1701
Stewart & Patten Company
California
$397K -$29.9K -596 -7%
CHP
1702
Cable Hill Partners
Oregon
$397K +$30.7K +611 +8%
BMC
1703
Benin Management Corp
Connecticut
$395K -$3.21K -64 -0.8%
LPC
1704
Loeb Partners Corp
New York
$394K -$858K -17,101 -68%
DE
1705
Day & Ennis
Georgia
$394K -$652 -13 -0.2%
HA
1706
Halsey Associates
Connecticut
$391K +$17.1K +340 +4%
TG
1707
TLP Group
Illinois
$391K +$403K +8,028 New
TIM
1708
Thompson Investment Management
Wisconsin
$388K -$854K -17,023 -68%
PCFFS
1709
Pacific Center for Financial Services
California
$388K +$30.1K +599 +8%
FHC
1710
First Houston Capital
Texas
$385K -$572K -11,400 -59%
SAM
1711
Shikiar Asset Management
New York
$384K -$10K -200 -2%
KS
1712
Karpas Strategies
Connecticut
$383K +$40.1K +800 +11%
BFM
1713
Boothbay Fund Management
New York
$383K +$394K +7,857 New
DAC
1714
Dividend Assets Capital
South Carolina
$380K +$15.4K +306 +4%
LIM
1715
Loudon Investment Management
New Hampshire
$380K +$28K +559 +8%
BCP
1716
Berkeley Capital Partners
Georgia
$379K -$430K -8,576 -52%
AI
1717
Accredited Investors
Minnesota
$378K -$33.8K -673 -8%
FRM
1718
Fox Run Management
Connecticut
$375K +$20.1K +400 +5%
GWS
1719
Glassman Wealth Services
Virginia
$375K +$45.9K +914 +13%
HCM
1720
Harvest Capital Management
New Hampshire
$373K -$7.53K -150 -2%
LI
1721
Lafayette Investments
Maryland
$371K
FPCP
1722
Fort Point Capital Partners
California
$369K +$118K +2,350 +45%
DK
1723
Darrell & King
Virginia
$367K +$78K +1,555 +26%
VAM
1724
Verity Asset Management
North Carolina
$367K +$378K +7,538 New
ECM
1725
Elgethun Capital Management
South Dakota
$366K +$3.51K +70 +0.9%

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.