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2,122 hedge funds and large institutions have $128B invested in Verizon in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 887 increasing their positions, 952 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 110

17% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.26B

0.13% more ownership

Funds ownership: 64.99%65.12% (+0.13%)

0% less funds holding

Funds holding: 2,1312,122 (-9)

7% less repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 952

8% less capital invested

Capital invested by funds: $140B → $128B (-$11.8B)

23% less funds holding in top 10

Funds holding in top 10: 132102 (-30)

Holders
2,122
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
48.64%
Holding in Top 10
102
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-22.73%
% of All Funds
2.34%
New
129
Increased
887
Reduced
952
Closed
110
Calls
$1.47B
Puts
$1.26B
Net Calls
+$210M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2026
West Paces Advisors
Georgia
$93.6K -$23.6K -470 -19%
EARNEST Partners
2027
EARNEST Partners
Georgia
$93K
TC
2028
Trust Company
Kansas
$91K +$26.2K +522 +38%
SWMG
2029
Signature Wealth Management Group
Georgia
$90K -$754 -15 -0.8%
SCA
2030
Stuart Chaussee & Associates
California
$89K
JAM
2031
Jolley Asset Management
North Carolina
$89K +$19K +379 +25%
DWA
2032
Divergent Wealth Advisors
Utah
$89K +$93.5K +1,860 New
TDC
2033
Thompson Davis & Co
Virginia
$85K -$26.4K -525 -23%
SQA
2034
Simon Quick Advisors
New Jersey
$84K -$4.37K -87 -5%
FFW
2035
Fusion Family Wealth
New York
$82K
OPWM
2036
Oak Point Wealth Management
Michigan
$81K -$366K -7,279 -81%
PFA
2037
Pathway Financial Advisors
Vermont
$81K -$3.97K -79 -4%
PW
2038
Price Wealth
Texas
$81K +$45.8K +912 +118%
CIA
2039
Cascade Investment Advisors
Oregon
$79.9K -$1.33M -26,407 -94%
RBC
2040
Roble Belko & Company
Pennsylvania
$79K -$20.1K -400 -20%
TA
2041
Townsend & Associates
Colorado
$78K +$754 +15 +0.9%
DOA
2042
D'Orazio & Associates
Virginia
$74K -$52K -1,035 -40%
ABA
2043
American Beacon Advisors
Texas
$74K +$4.37K +87 +6%
CA
2044
Crewe Advisors
Utah
$73K -$6.73K -134 -8%
LWS
2045
Lucia Wealth Services
California
$68K +$71.2K +1,416 New
MUS
2046
Mitsubishi UFJ Securities
Japan
$67K
PVH
2047
Psagot Value Holdings
Israel
$65K +$68.3K +1,360 New
FEG
2048
Financial Enhancement Group
Indiana
$65K +$68.8K +1,369 New
SP
2049
SWS Partners
Ohio
$64K -$5.73K -114 -8%
LFG
2050
LifePlan Financial Group
Ohio
$64K +$67.6K +1,345 New

VZ Hedge Fund Activity: Q1 2018 in Review

2,122 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2018, worth a combined $128B — down 8.4% from $140B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VZ positions and 110 closed out — a net gain of 19 holders — while 887 added to existing stakes and 952 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $580M. The largest seller was Capital Research Global Investors, cutting an estimated $804M.

  • 2,122 institutional investors held Verizon (VZ) as of Q1 2018, down from 2,131 in Q4 2017.
  • Funds reported $128B of Verizon stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 129 funds opened new Verizon positions in Q1 2018 and 110 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q1 2018 was Deutsche Bank, an estimated $580M added.
  • The largest Verizon seller in Q1 2018 was Capital Research Global Investors, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2018.