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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
LD
1826
Lipe & Dalton
New York
$237K -$15.1K -300 -6%
SLA
1827
Silver Lake Advisory
Utah
$235K +$853 +17 +0.4%
NFC
1828
Northeast Financial Consultants
Connecticut
$234K
DI
1829
Diligent Investors
California
$234K +$241K +4,797 New
RMSCM
1830
R.M. Sincerbeaux Capital Management
New York
$232K
CGL
1831
Clarius Group LLC
Washington
$231K -$12.6K -252 -5%
CWM
1832
Cedar Wealth Management
California
$231K
OAM
1833
Oberweis Asset Management
Illinois
$231K +$502 +10 +0.2%
CIC
1834
Chase Investment Counsel
Virginia
$231K +$13.5K +270 +6%
WFG
1835
Windsor Financial Group
Minnesota
$226K
APSP
1836
Asset Planning Services (Pennsylvania)
Pennsylvania
$225K +$33.1K +660 +17%
DMC
1837
Drexel Morgan & Co
Pennsylvania
$223K -$156K -3,100 -40%
VSWA
1838
Vontobel Swiss Wealth Advisors
Switzerland
$223K
KA
1839
Klingman & Associates
New York
$223K +$8.98K +179 +4%
SIM
1840
Sadoff Investment Management
Wisconsin
$221K -$126K -2,515 -36%
MC
1841
Miles Capital
Iowa
$221K -$17.3K -345 -7%
GIP
1842
Greatmark Investment Partners
Georgia
$221K
RW
1843
REDW Wealth
New Mexico
$221K +$30.1K +600 +15%
SBWIC
1844
Schaper Benz & Wise Investment Counsel
Wisconsin
$220K +$8.73K +174 +4%
CAM
1845
ClariVest Asset Management
California
$218K -$22.9M -456,866 -99%
IC
1846
InterOcean Capital
Illinois
$218K -$391K -7,795 -64%
LFR
1847
Lehman Financial Resources
Pennsylvania
$218K -$74.9K -1,492 -25%
IA
1848
Independence Advisors
Pennsylvania
$218K
CCA
1849
Conestoga Capital Advisors
Pennsylvania
$218K +$20.1K +400 +10%
HA
1850
Hays Advisory
Tennessee
$218K +$23.8K +474 +12%

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.