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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
VIA
2151
Virtus Investment Advisers
Connecticut
-$1.62M -30,634 Closed
CMO
2152
Covenant Multifamily Offices
Texas
-$1.61M -30,350 Closed
SI
2153
SII Investments
Wisconsin
-$1.5M -28,273 Closed
PAG
2154
Private Advisory Group
Washington
-$1.07M -20,145 Closed
FC
2155
Fore Capital
New York
-$1.06M -20,000 Closed
Holocene Advisors
2156
Holocene Advisors
New York
-$1.05M -19,816 Closed
AIM
2157
Alambic Investment Management
California
-$979K -18,500 Closed
OMC
2158
Old Mission Capital
Illinois
-$969K -18,300 Closed
AGM
2159
Alpine Global Management
New York
-$917K -17,329 Closed
BC
2160
Brookfield Corp
Ontario, Canada
-$865K -16,350 Closed
ERIM
2161
Eagle Ridge Investment Management
Connecticut
-$816K -15,422 Closed
HF
2162
HRT Financial
New York
-$789K -14,918 Closed
NAMA
2163
Nikko Asset Management Americas
New York
-$693K -14,000 Closed
JHP
2164
James Hambro & Partners
United Kingdom
-$725K -13,666 Closed
CT
2165
CPF Texas
Texas
-$694K -13,025 Closed
PCM
2166
Peak Capital Management
Colorado
-$602K -12,169 Closed
CCIA
2167
Campbell & Co Investment Adviser
Maryland
-$644K -12,164 Closed
CWA
2168
Clarus Wealth Advisors
Arizona
-$618K -11,676 Closed
KM
2169
Kalos Management
Georgia
-$509K -9,853 Closed
CT
2170
Clearstead Trust
Maine
-$517K -9,769 Closed
HPWM
2171
Highland Private Wealth Management
Washington
-$509K -9,611 Closed
GCC
2172
Game Creek Capital
Massachusetts
-$460K -8,700 Closed
GA
2173
Gateway Advisory
New Jersey
-$453K -8,560 Closed
SG
2174
Swarthmore Group
Pennsylvania
-$450K -8,500 Closed
PM
2175
Parametrica Management
Hong Kong
-$395K -7,445 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.