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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
QCM
2051
Quadrant Capital Management
New Jersey
-$215K -4,023 Closed
MCM
2052
Marathon Capital Management
Maryland
-$214K -4,022 Closed
ORI
2053
Oak Ridge Investments
Illinois
-$213K -3,988 Closed
ODG
2054
O'Dell Group
Ohio
-$213K -3,985 Closed
JGUA
2055
John G. Ullman & Associates
New York
-$212K -3,967 Closed
RIG
2056
Renaissance Investment Group
Massachusetts
-$211K -3,957 Closed
ALIONA
2057
Allianz Life Insurance of North America
Minnesota
-$211K -3,950 Closed
MFS
2058
McNamara Financial Services
Massachusetts
-$210K -3,936 Closed
TFF
2059
The Family Firm
Maryland
-$208K -3,905 Closed
ECAM
2060
East Coast Asset Management
Massachusetts
-$207K -3,873 Closed
KFS
2061
Kurt F. Somerville
-$206K -3,865 Closed
LCM
2062
Leisure Capital Management
California
-$205K -3,841 Closed
HCM
2063
Hilton Capital Management
New York
-$204K -3,828 Closed
SI
2064
Scout Investments
Missouri
-$204K -3,828 Closed
RIM
2065
Reliant Investment Management
Tennessee
-$204K -3,824 Closed
FA
2066
Financial Advantage
Maryland
-$204K -3,814 Closed
CP
2067
Camelot Portfolios
Ohio
-$202K -3,787 Closed
CMBA
2068
C.M. Bidwell & Associates
Hawaii
-$164K -3,080 Closed
EARNEST Partners
2069
EARNEST Partners
Georgia
-$109K -2,047 Closed
SIG
2070
Stanford Investment Group
California
-$104K -1,940 Closed
EF
2071
Empirical Finance
Pennsylvania
-$98K -1,824 Closed
KLI
2072
Kelman-Lazarov Inc
Tennessee
-$83.9K -1,572 Closed
IR
2073
Invictus RG
Bermuda
-$29K -535 Closed
FAN
2074
Financial Advisors Network
California
-$20.4K -414 Closed
DPA
2075
Delphi Private Advisors
California
-$14K -270 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.