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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
GCMG
1776
Gyroscope Capital Management Group
Florida
$293K -$9.68K -193 -3%
AWS
1777
AJ Wealth Strategies
New York
$293K +$40.7K +811 +16%
BRA
1778
Bender Robert & Associates
California
$291K -$17.1K -340 -5%
BGC
1779
Blue Granite Capital
South Carolina
$290K
KM
1780
Kalos Management
Georgia
$278K +$8.58K +171 +3%
IP
1781
Intellectus Partners
California
$278K +$12.7K +254 +5%
LF
1782
Lee Financial
Texas
$276K -$1.12M -22,259 -80%
CBOR
1783
Community Bank of Raymore
Missouri
$275K +$10K +200 +4%
Dodge & Cox
1784
Dodge & Cox
California
$268K
CS
1785
Cannell & Spears
New York
$266K +$8.93K +178 +3%
CAAS
1786
Capital Asset Advisory Services
Michigan
$263K -$16K -318 -6%
FNBSF
1787
First National Bank Sioux Falls
South Dakota
$263K
RTS
1788
Round Table Services
New Jersey
$263K +$26.6K +530 +11%
CD
1789
Carl Domino
Florida
$262K
DIA
1790
Davidson Investment Advisors
Montana
$262K +$33.9K +675 +14%
CCM
1791
Consolidated Capital Management
California
$261K -$2.2M -43,885 -89%
GC
1792
Gilbert & Cook
Iowa
$261K +$15.7K +312 +6%
B
1793
Bellecapital
Switzerland
$259K +$41.1K +819 +18%
BL
1794
Balentine LLC
Georgia
$258K +$70.6K +1,408 +36%
HIS
1795
Horizon Investment Services
Indiana
$257K -$45.7K -911 -15%
KF
1796
Krilogy Financial
Missouri
$256K
BRC
1797
Bell Rock Capital
Delaware
$255K +$953 +19 +0.4%
RCG
1798
Ruggie Capital Group
Florida
$255K +$152K +3,028 +137%
CF
1799
Corrigan Financial
Rhode Island
$253K -$18.3K -365 -7%
OWP
1800
Obermeyer Wealth Partners
Colorado
$251K -$9.23K -184 -3%

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.