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2,122 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 887 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 110

17% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.26B

0.13% more ownership

Funds ownership: 64.99%65.12% (+0.13%)

0% less funds holding

Funds holding: 2,1312,122 (-9)

7% less repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 952

8% less capital invested

Capital invested by funds: $140B → $128B (-$11.8B)

23% less funds holding in top 10

Funds holding in top 10: 132102 (-30)

Holders
2,122
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.64%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
887
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
Prudential plc
United Kingdom
$78.6M +$5.62M +111,872 +7%
EIC
152
Equity Investment Corp
Georgia
$77.2M -$3.09M -61,525 -4%
RCAMU
153
Rothschild & Co Asset Management US
Connecticut
$77M +$38M +756,025 +88%
SAM
154
Silvercrest Asset Management
New York
$76.9M +$309K +6,143 +0.4%
Millennium Management
155
Millennium Management
New York
$76.8M +$9.25M +183,965 +13%
DPIM
156
Duff & Phelps Investment Management
Illinois
$73.9M -$53.3K -1,060 -0.1%
VRS
157
Virginia Retirement Systems
Virginia
$72.5M +$3.83M +76,200 +5%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$70M +$11.9M +237,111 +19%
FMI
159
Factory Mutual Insurance
Massachusetts
$67.4M
PI
160
PGGM Investments
Netherlands
$66.8M
ACI
161
AMP Capital Investors
Australia
$65.7M -$332K -6,601 -0.5%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$63.2M -$15.8M -314,473 -19%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$63M +$66.2M +1,317,211 New
UCFA
164
United Capital Financial Advisors
Texas
$62.2M +$18.2M +361,713 +38%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$62.2M +$498K +9,909 +0.8%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$61.9M -$2.9M -57,616 -4%
SIA
167
Sit Investment Associates
Minnesota
$61.5M +$862K +17,155 +1%
AAM
168
Advisors Asset Management
Colorado
$61.4M +$1.56M +30,963 +2%
M&T Bank
169
M&T Bank
New York
$61.3M -$787K -15,659 -1%
Flossbach Von Storch
170
Flossbach Von Storch
Germany
$60.6M -$787K -15,660 -1%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$60.2M +$2.8M +55,804 +5%
Comerica Bank
172
Comerica Bank
Texas
$60.1M -$539K -10,725 -0.9%
RRAM
173
River Road Asset Management
Kentucky
$60.1M -$4.78M -95,075 -7%
RG
174
Rathbones Group
United Kingdom
$59.9M -$2.71M -54,011 -4%
MIM
175
MetLife Investment Management
New Jersey
$59.4M -$1M -19,924 -2%

VZ Hedge Fund Activity: Q1 2018 in Review

2,122 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2018, worth a combined $128B — down 8.4% from $140B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VZ positions and 110 closed out — a net gain of 19 holders — while 887 added to existing stakes and 952 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $580M. The largest seller was Capital Research Global Investors, cutting an estimated $804M.

  • 2,122 institutional investors held Verizon (VZ) as of Q1 2018, down from 2,131 in Q4 2017.
  • Funds reported $128B of Verizon stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 129 funds opened new Verizon positions in Q1 2018 and 110 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q1 2018 was Deutsche Bank, an estimated $580M added.
  • The largest Verizon seller in Q1 2018 was Capital Research Global Investors, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2018.