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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
PWM
2076
Perigon Wealth Management
California
$39K +$2.81K +56 +7%
HRC
2077
Hoertkorn Richard Charles
$38K
WAS
2078
WESPAC Advisors SoCal
California
$38K
PCC
2079
Park Circle Company
Maryland
$38K +$20.1K +400 +100%
WCM
2080
Wealthcare Capital Management
Virginia
$37K -$2.01K -40 -5%
SPL
2081
Smart Portfolios LLC
Washington
$36K +$38.2K +760 New
CFD
2082
Creative Financial Designs
Indiana
$35K -$4.97K -99 -12%
CJA
2083
C-J Advisory
California
$33K -$1.16K -23 -3%
WCAMG
2084
Woodard & Company Asset Management Group
North Carolina
$30K -$31.4K -625 -49%
CC
2085
Claybrook Capital
Massachusetts
$29K
CWM
2086
Cranbrook Wealth Management
Michigan
$29K
OSAM
2087
O'Shaughnessy Asset Management
Connecticut
$29K +$30.6K +609 New
HS
2088
Horan Securities
United States
$27K +$5.03K +100 +22%
BCI
2089
Brinker Capital Investments
Pennsylvania
$27K +$15.1K +301 +118%
FA
2090
Fortis Advisors
Pennsylvania
$27K +$20.7K +411 +274%
MCM
2091
Mainstay Capital Management
Michigan
$22K -$10.8K -215 -31%
TFA
2092
Toth Financial Advisory
Virginia
$21K -$15K -299 -41%
MAM
2093
Magellan Asset Management
Australia
$21K
SIA
2094
SeaBridge Investment Advisors
New Jersey
$18K -$12.6K -250 -39%
PFO
2095
Pathstone Family Office
New Jersey
$17K -$4.52K -90 -20%
TCM
2096
TD Capital Management
Tennessee
$17K
DSI
2097
Daiwa SB Investments
Japan
$17K +$1.51K +30 +9%
AP
2098
Arlington Partners
Alabama
$17K +$17.4K +346 New
BCP
2099
Blackhawk Capital Partners
Wisconsin
$16K -$923K -18,375 -98%
SA
2100
SRH Advisors
Kansas
$16K

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.