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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
FA
2201
Financial Advantage
Maryland
-$219K -4,144 Closed
FDCC
2202
Foster Dykema Cabot & Co
Massachusetts
-$219K -4,138 Closed
MHIC
2203
Marble Harbor Investment Counsel
Massachusetts
-$219K -4,133 Closed
RW
2204
REDW Wealth
New Mexico
-$216K -4,086 Closed
KFA
2205
Kabarec Financial Advisors
Illinois
-$215K -4,055 Closed
HA
2206
Harborview Advisors
Maine
-$214K -4,052 Closed
SHGA
2207
Sand Hill Global Advisors
California
-$214K -4,041 Closed
IFS
2208
Ifrah Financial Services
Arkansas
-$214K -4,036 Closed
MKC
2209
M. Kraus & Co
Vermont
-$212K -4,007 Closed
SMG
2210
Smart Money Group
Texas
-$212K -4,007 Closed
CCS
2211
Crosspoint Capital Strategies
California
-$2.12M -4,000 Closed
FBA
2212
Front Barnett Associates
Illinois
-$211K -3,983 Closed
UCI
2213
Uncommon Cents Investing
Wisconsin
-$207K -3,918 Closed
SSW
2214
Smith Shellnut Wilson
Mississippi
-$207K -3,912 Closed
KFS
2215
Kurt F. Somerville
-$207K -3,905 Closed
AA
2216
Altman Advisors
Illinois
-$206K -3,900 Closed
RWA
2217
RGT Wealth Advisors
Texas
-$206K -3,898 Closed
DMC
2218
Drexel Morgan & Co
Pennsylvania
-$204K -3,850 Closed
QCM
2219
Quadrant Capital Management
New Jersey
-$202K -3,812 Closed
RP
2220
Riverbridge Partners
Minnesota
-$201K -3,801 Closed
OAM
2221
Oberweis Asset Management
Illinois
-$200K -3,787 Closed
DPA
2222
Delphi Private Advisors
California
-$141K -2,669 Closed
HFM
2223
Harvest Fund Management
China
-$91K -1,725 Closed
FFG
2224
Ford Financial Group
California
-$80K -1,542 Closed
MIC
2225
MU Investments Company
Japan
-$48K -897 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.