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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
IWA
1726
Inspirion Wealth Advisors
Illinois
$365K +$24.4K +486 +7%
Fiera Capital (Canada)
1727
Fiera Capital (Canada)
Quebec, Canada
$364K -$2.35M -46,930 -86%
AAP
1728
Arax Advisory Partners
Colorado
$364K -$43.7K -872 -10%
WA
1729
Winfield Associates
Ohio
$363K -$9.08K -181 -2%
CFA
1730
Capstone Financial Advisors
Illinois
$360K -$104K -2,073 -22%
HWA
1731
HCR Wealth Advisors
California
$357K -$117K -2,326 -24%
RP
1732
Rowlandmiller & Partners
Georgia
$357K
RC
1733
Reik & Co
New York
$356K -$61K -1,215 -14%
VFP
1734
Verus Financial Partners
Virginia
$354K +$25K +498 +7%
AIA
1735
AIMZ Investment Advisors
California
$353K
SFP
1736
Shepherd Financial Partners
Massachusetts
$352K +$78.4K +1,563 +28%
MHIC
1737
Marble Harbor Investment Counsel
Massachusetts
$350K -$25.1K -500 -7%
SMH
1738
Sanders Morris Harris
Texas
$350K +$111K +2,215 +45%
HCMNY
1739
Howard Capital Management (New York)
New York
$348K -$23.5K -468 -6%
ACM
1740
Ashford Capital Management
Delaware
$347K
SSW
1741
Smith Shellnut Wilson
Mississippi
$344K
WIA
1742
Westbourne Investment Advisors
Maryland
$344K
HFA
1743
High Falls Advisors
New York
$342K -$112K -2,227 -24%
BWA
1744
Burt Wealth Advisors
Maryland
$342K -$16.6K -331 -5%
GIA
1745
Granite Investment Advisors
New Hampshire
$342K +$14.8K +294 +4%
PPCM
1746
Pillar Pacific Capital Management
California
$342K +$25.1K +500 +8%
AEPG
1747
American Economic Planning Group
New Jersey
$340K +$40.8K +813 +13%
NAM
1748
North American Management
Massachusetts
$337K
WIC
1749
Whitegate Investment Counselors
New Hampshire
$335K +$38.3K +763 +12%
NED
1750
Nancy E. Dempze
$335K +$127K +2,533 +58%

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.