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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
MFT
2051
Moisand Fitzgerald Tamayo
Florida
$63K +$25.5K +508 +63%
LGWM
2052
Litman Gregory Wealth Management
California
$61K +$64.1K +1,275 New
ACM
2053
Armbruster Capital Management
New York
$59K -$201 -4 -0.3%
BBA
2054
Braun-Bostich & Associates
Pennsylvania
$58K -$104K -2,077 -63%
SMFG
2055
Sumitomo Mitsui Financial Group
Japan
$57K +$60.3K +1,200 New
WA
2056
WealthTrust-Arizona
Arizona
$55K +$14.9K +296 +35%
CIM
2057
Corbyn Investment Management
Maryland
$54K +$56.5K +1,125 New
SLF
2058
Sun Life Financial
Ontario, Canada
$52.3K -$2.44M -48,455 -95%
NCM
2059
New Capital Management
Texas
$51K +$101 +2 +0.2%
RPG
2060
Risk Paradigm Group
Texas
$50.5K -$2.92K -58 -5%
TRCT
2061
Tower Research Capital (TRC)
New York
$50K -$803K -15,971 -94%
LWM
2062
Lenox Wealth Management
Ohio
$50K -$1.81K -36 -3%
MCM
2063
MV Capital Management
Maryland
$49K -$6.28K -125 -11%
SIAS
2064
Shine Investment Advisory Services
Colorado
$49K
TWMP
2065
Taylor Wealth Management Partners
Massachusetts
$48K -$15.1K -300 -23%
SHJ
2066
Sharkey, Howes & Javer
Colorado
$47K
HFP
2067
Holistic Financial Partners
Indiana
$46K +$553 +11 +1%
WF
2068
WealthTrust Fairport
Ohio
$45K +$47.3K +942 New
Berkshire Hathaway
2069
Berkshire Hathaway
Nebraska
$44K
Nomura Holdings
2070
Nomura Holdings
Japan
$44K +$8.55M +170,097 +23%
AWMS
2071
Advocacy Wealth Management Services
Georgia
$42K -$1.91K -38 -4%
BC
2072
Barnett & Company
Tennessee
$41K
WAM
2073
Westport Asset Management
Connecticut
$41K
IDBONY
2074
Israel Discount Bank of New York
New York
$40K
CAL
2075
Capital Analysts LLC
Pennsylvania
$39K -$59.5K -1,183 -59%

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.