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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
MKC
1876
M. Kraus & Co
Vermont
$200K -$5.02K -100 -2%
SCA
1877
Stuart Chaussee & Associates
California
$200K +$113K +2,243 +120%
JFA
1878
JNBA Financial Advisors
Minnesota
$196K -$29.9K -596 -13%
AAC
1879
Asset Advisors Corp
Georgia
$194K +$50.2K +1,000 +34%
BCM
1880
Blume Capital Management
California
$192K -$23.8K -475 -11%
CAL
1881
Capital Advisors Ltd
Ohio
$189K -$3.91K -78 -2%
DOA
1882
D'Orazio & Associates
Virginia
$188K +$6.32K +126 +3%
WP
1883
WealthPLAN Partners
Nebraska
$184K +$189K +3,763 New
PFO
1884
Pathstone Family Office
New Jersey
$182K -$122K -2,438 -39%
BIG
1885
Bellwether Investment Group
Tennessee
$181K -$310K -6,175 -62%
PS
1886
Portfolio Solutions
Michigan
$179K +$184K +3,671 New
RWG
1887
Regal Wealth Group
California
$178K +$1.2K +24 +0.7%
AIM
1888
Acropolis Investment Management
Missouri
$172K
PIM
1889
Parasol Investment Management
Illinois
$171K -$292K -5,827 -62%
IPC
1890
Independent Portfolio Consultants
Florida
$168K -$139K -2,768 -45%
CFA
1891
Camarda Financial Advisors
Florida
$164K -$1.57M -31,290 -90%
LJHT
1892
Laurie J. Hall Trustee
$162K
ACM
1893
AUA Capital Management
Pennsylvania
$151K -$256K -5,100 -62%
TRCT
1894
Tower Research Capital (TRC)
New York
$149K -$4.07M -81,118 -96%
FFW
1895
Fusion Family Wealth
New York
$144K -$9.78K -195 -6%
PCP
1896
Proficio Capital Partners
Massachusetts
$142K +$92.4K +1,841 +140%
ABA
1897
American Beacon Advisors
Texas
$140K +$144K +2,877 New
FPTW
1898
Franklin, Parlapiano, Turner & Welch
Texas
$136K +$1.25K +25 +0.9%
AP
1899
Atwood & Palmer
Missouri
$130K +$100K +2,000 +300%
PAM
1900
Paradigm Asset Management
New York
$127K -$263K -5,250 -67%

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.