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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
HHGA
1801
Halbert Hargrove Global Advisors
California
$249K -$17K -338 -6%
LP
1802
LMR Partners
United Kingdom
$249K +$257K +5,117 New
AW
1803
Alpha Windward
Massachusetts
$248K -$1.2K -24 -0.5%
Kovitz Investment Group Partners
1804
Kovitz Investment Group Partners
Illinois
$247K -$59.7K -1,189 -19%
CPA
1805
Cowen Prime Advisors
New York
$246K
FTI
1806
Fiduciary Trust International
Massachusetts
$245K
IP
1807
Isthmus Partners
Wisconsin
$245K
ICM
1808
Ionic Capital Management
New York
$244K -$452K -9,000 -64%
LCM
1809
Lee Capital Management
New York
$244K -$251K -5,000 -50%
CB
1810
Cooke & Bieler
Pennsylvania
$244K
NPPM
1811
North Point Portfolio Managers
Ohio
$244K
CCA
1812
Conservest Capital Advisors
Pennsylvania
$244K +$251K +5,001 New
AMM
1813
American Money Management
California
$243K -$57K -1,136 -19%
KCM
1814
Karp Capital Management
California
$242K
PGA
1815
Portland Global Advisors
Maine
$241K -$40.9K -815 -14%
CNB
1816
Camden National Bank
Maine
$241K -$17.7K -352 -7%
CFS
1817
Commonwealth Financial Services
West Virginia
$240K -$102K -2,040 -29%
CTI
1818
Community Trust & Investment
Kentucky
$240K +$23.7K +473 +11%
FNBOH
1819
First National Bank of Hutchinson
Kansas
$239K -$25.7K -512 -9%
FAT
1820
First American Trust
California
$239K +$39.7K +792 +19%
IAS
1821
IMA Advisory Services
Colorado
$239K +$246K +4,904 New
DCM
1822
Driehaus Capital Management
Illinois
$239K +$246K +4,911 New
MTC
1823
McDaniel Terry & Co
Texas
$238K -$48.7K -971 -17%
BFG
1824
Barber Financial Group
Kansas
$238K -$1.2K -24 -0.5%
HF
1825
HRT Financial
New York
$238K +$245K +4,892 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.