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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
GTAM
2101
Global Trust Asset Management
Florida
$14K -$13.9K -277 -48%
AFIA
2102
America First Investment Advisors
Nebraska
$12K
IF
2103
Ironwood Financial
Arizona
$12K +$50 +1 +0.4%
DSN
2104
D. Scott Neal
Kentucky
$11K +$7.04K +140 +147%
HWP
2105
Hefty Wealth Partners
Indiana
$9K -$862K -17,144 -99%
BL
2106
Balentine LLC
Georgia
$9K -$254K -5,053 -96%
MCM
2107
Monument Capital Management
Virginia
$9K
WAM
2108
Watermark Asset Management
California
$9K
TI
2109
Truepoint Inc
Ohio
$7.16K -$226K -4,500 -93%
LBG
2110
Lloyds Banking Group
United Kingdom
$7K
TJHA
2111
Thomas J. Herzfeld Advisors
Florida
$6K -$2.31K -46 -28%
SFA
2112
Spectrum Financial Alliance
Kentucky
$6K +$7.44K +148 New
LWA
2113
Lenox Wealth Advisors
New York
$5K
WCMN
2114
Westchester Capital Management (Nebraska)
Nebraska
$5K
SFPIA
2115
Stevens First Principles Investment Advisors
California
$4K
CIA
2116
Covington Investment Advisors
Pennsylvania
$2.82K +$16.3K +325 +0.6%
HA
2117
Hamel Associates
New Jersey
$2.73K +$248K +4,925 +9%
Financial Engines Advisors
2118
Financial Engines Advisors
California
$2K -$5.43K -108 -72%
IAS
2119
INR Advisory Services
Pennsylvania
$2K -$5.03K -100 -69%
PCIA
2120
Prime Capital Investment Advisors
Kansas
$2K
VDFA
2121
Vickerman & Driscoll Financial Advisors
Washington
$2K
AFNAS
2122
American Financial Network Advisory Services
California
$846 -$1.32M -26,200 -100%
FA
2123
Fagan Associates
New York
$600 -$61K -1,214 -9%
Point72 Asset Management
2124
Point72 Asset Management
Connecticut
-$82.3M -1,554,583 Closed
ECM
2125
Element Capital Management
New York
-$47.3M -894,251 Closed

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.