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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
DM
2001
Delphi Management
Massachusetts
-$2.58M -48,424 Closed
NIMC
2002
NWQ Investment Management Company
California
-$2.43M -45,556 Closed
IAM
2003
Integre Asset Management
New York
-$2.37M -44,455 Closed
GIA
2004
Gargoyle Investment Advisor
New Jersey
-$2.34M -43,902 Closed
VIA
2005
Vident Investment Advisory
Georgia
-$2.33M -43,641 Closed
MFWM
2006
Motley Fool Wealth Management
Virginia
-$2.27M -42,446 Closed
TWA
2007
Tillar-Wenstrup Advisors
Ohio
-$2.01M -37,720 Closed
BCM
2008
BlueCrest Capital Management
Jersey
-$1.64M -30,775 Closed
AJ
2009
Ashburton (Jersey)
Jersey
-$1.6M -30,035 Closed
ACM
2010
Ativo Capital Management
Illinois
-$1.55M -29,100 Closed
HA
2011
Harbor Advisors
Florida
-$1.23M -23,079 Closed
CCP
2012
Clarkston Capital Partners
Michigan
-$1.22M -22,806 Closed
FHAM
2013
Folger Hill Asset Management
New York
-$1.2M -22,483 Closed
TNAM
2014
Terra Nova Asset Management
New York
-$1.16M -21,803 Closed
HS
2015
HighVista Strategies
Massachusetts
-$1M -18,826 Closed
TCM
2016
Teza Capital Management
Illinois
-$973K -18,234 Closed
HI
2017
Horizon Investments
North Carolina
-$833K -15,606 Closed
WAM
2018
Wolverine Asset Management
Illinois
-$829K -15,542 Closed
AF
2019
Affiance Financial
Minnesota
-$636K -11,922 Closed
CCM
2020
CrestPoint Capital Management
Missouri
-$630K -11,800 Closed
PAS
2021
Park Avenue Securities
New York
-$565K -10,353 Closed
BA
2022
Bristol Advisors
Pennsylvania
-$539K -10,100 Closed
MSU
2023
Mizuho Securities USA
New York
-$504K -9,439 Closed
ACM
2024
Americafirst Capital Management
California
-$443K -8,303 Closed
FVP
2025
Firefly Value Partners
Pennsylvania
-$432K -8,101 Closed

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.