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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
TFO
1926
Tarbox Family Office
California
$60K +$1.15K +23 +2%
CCA
1927
Catalyst Capital Advisors
New York
$57K -$5.3M -105,667 -99%
HT
1928
Heritage Trust
Oklahoma
$56K +$57.6K +1,149 New
NCM
1929
New Capital Management
Texas
$52K +$100 +2 +0.2%
WAS
1930
WESPAC Advisors SoCal
California
$50.6K -$50 -1 -0.1%
Berkshire Hathaway
1931
Berkshire Hathaway
Nebraska
$45K
RPG
1932
Risk Paradigm Group
Texas
$44.9K -$109K -2,165 -70%
WAM
1933
Westport Asset Management
Connecticut
$42K
HA
1934
Harfst & Associates
Wyoming
$40K +$41.6K +830 New
IDBONY
1935
Israel Discount Bank of New York
New York
$39K -$20.4K -407 -34%
HRC
1936
Hoertkorn Richard Charles
$39K -$10K -200 -20%
CJA
1937
C-J Advisory
California
$39K
WCM
1938
Wealthcare Capital Management
Virginia
$38K
AAF
1939
Andra AP-fonden
Sweden
$35K +$277K +5,525 +0.8%
HCC
1940
Hirtle Callaghan & Co
Pennsylvania
$34K
CWM
1941
Cranbrook Wealth Management
Michigan
$29K
WAM
1942
Watermark Asset Management
California
$28K +$28.3K +565 New
AFIA
1943
America First Investment Advisors
Nebraska
$26K
PO
1944
Private Ocean
California
$22K
First Eagle Investment Management
1945
First Eagle Investment Management
New York
$21K -$62.1M -1,238,676 -100%
BCFS
1946
Butensky & Cohen Financial Security
Florida
$19K -$11.8K -236 -37%
TCM
1947
TD Capital Management
Tennessee
$19K
WAP
1948
Wealthcare Advisory Partners
Pennsylvania
$19K
IUHSA
1949
Itau Unibanco Holding S.A.
Brazil
$18K +$18.6K +370 New
MAS
1950
Madden Advisory Services
Florida
$16K +$17.4K +347 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.