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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
MFIMFI
2026
Mesirow Financial Investment Management - Fixed Income
Illinois
-$416K -7,789 Closed
QSS
2027
Quantitative Systematic Strategies
Florida
-$416K -7,739 Closed
BC
2028
Brookfield Corp
Ontario, Canada
-$400K -7,500 Closed
TCM
2029
Tran Capital Management
California
-$395K -7,400 Closed
SFS
2030
Summit Financial Strategies
Ohio
-$341K -6,383 Closed
WCM
2031
Weatherstone Capital Management
Colorado
-$336K -6,289 Closed
GVT
2032
Genesee Valley Trust
New York
-$333 -6,261 Closed
PVH
2033
Psagot Value Holdings
Israel
-$322K -6,032 Closed
EWM
2034
Empirical Wealth Management
Washington
-$302K -5,658 Closed
RT
2035
Reliance Trust
Georgia
-$277K -5,281 Closed
RSA
2036
Robertson Stephens Advisors
California
-$273K -5,123 Closed
BW
2037
Biegel & Waller
Maryland
-$245K -4,995 Closed
PI
2038
PHH Investments
Texas
-$245K -4,985 Closed
NERM
2039
New England Research & Management
Illinois
-$266K -4,978 Closed
LIM
2040
Lathrop Investment Management
Arkansas
-$248K -4,651 Closed
BIAS
2041
Beacon Investment Advisory Services
New Jersey
-$248K -4,644 Closed
WBG
2042
Wharton Business Group
Pennsylvania
-$246K -4,613 Closed
BJL
2043
Brighton Jones LLC
Washington
-$237K -4,443 Closed
WF
2044
WealthTrust Fairport
Ohio
-$236K -4,424 Closed
HIIFS
2045
Harel Insurance Investments & Financial Services
Israel
-$233K -4,370 Closed
ML
2046
McAdam LLC
Pennsylvania
-$229K -4,286 Closed
RS
2047
Robeco Schweiz
Switzerland
-$230K -4,285 Closed
RWA
2048
RGT Wealth Advisors
Texas
-$222K -4,157 Closed
EPP
2049
ETF Portfolio Partners
Kansas
-$219K -4,100 Closed
WA
2050
WESPAC Advisors
California
-$216K -4,039 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.