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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
NCM
1751
Noesis Capital Mangement
Florida
$333K -$35.9K -716 -9%
IF
1752
IRON Financial
Illinois
$333K
CCA
1753
Clearwater Capital Advisors
Illinois
$331K +$35.3K +703 +12%
CFP
1754
Cornerstone Financial Partners
North Carolina
$328K -$2.13M -42,368 -86%
SNB
1755
Security National Bank
Nebraska
$327K +$336K +6,692 New
BBNB
1756
Baker Boyer National Bank
Washington
$326K
PCMK
1757
Paragon Capital Management (Kansas)
Kansas
$323K +$8.48K +169 +3%
MFW
1758
Meristem Family Wealth
Minnesota
$321K -$94K -1,874 -22%
EAM
1759
Evanson Asset Management
California
$318K +$65K +1,295 +25%
AC
1760
Avenir Corporation
Virginia
$317K -$23.4K -467 -7%
TCM
1761
Tradewinds Capital Management
Washington
$317K +$136K +2,718 +72%
CWM
1762
Connecticut Wealth Management
Connecticut
$315K -$9.68K -193 -3%
SQA
1763
Simon Quick Advisors
New Jersey
$314K -$394K -7,845 -55%
DT
1764
Diversified Trust
Tennessee
$314K -$7.28K -145 -2%
SHGA
1765
Sand Hill Global Advisors
California
$313K -$62.7K -1,250 -16%
BFG
1766
Bouchey Financial Group
New York
$312K -$38.3K -764 -11%
NA
1767
Nottingham Advisors
New York
$312K -$22.6K -450 -7%
DWM
1768
Dakota Wealth Management
Florida
$310K
JFGLC
1769
Johnson Financial Group LLC (Colorado)
Colorado
$308K -$290K -5,775 -48%
DWM
1770
Darwin Wealth Management
Florida
$305K -$28.2K -563 -8%
RGIA
1771
Rainier Group Investment Advisory
Washington
$304K -$50.3K -1,003 -14%
IMOV
1772
Investment Management of Virginia
Virginia
$304K
SCM
1773
Stellar Capital Management
Arizona
$302K -$215K -4,283 -41%
BCA
1774
Benchmark Capital Advisors
New York
$296K +$16.2K +323 +6%
CG
1775
CFO4Life Group
Texas
$295K +$304K +6,057 New

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.