We are live on ! Find out more

1,974 hedge funds and large institutions have $126B invested in Verizon in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 858 increasing their positions, 861 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 100

0% less repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 861

0% less call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.7B

1% less funds holding

Funds holding: 1,9921,974 (-18)

0.94% less ownership

Funds ownership: 64.38%63.43% (-0.94%)

10% less capital invested

Capital invested by funds: $140B → $126B (-$13.9B)

43% less funds holding in top 10

Funds holding in top 10: 226128 (-98)

Holders
1,974
Holders Change
-18
Holders Change %
-0.9%
% of All Funds
49.14%
Holding in Top 10
128
Holding in Top 10 Change
-98
Holding in Top 10 Change %
-43.36%
% of All Funds
3.19%
New
102
Increased
858
Reduced
861
Closed
100
Calls
$1.69B
Puts
$1.7B
Net Calls
-$7.4M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$51.6M -$599K -11,949 -1%
SAM
202
Sentinel Asset Management
Vermont
$50.6M
Calamos Advisors
203
Calamos Advisors
Illinois
$50M -$384K -7,662 -0.7%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$50M -$4M -79,828 -7%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$50M +$1.1M +22,019 +2%
CCM
206
Check Capital Management
California
$49.6M -$3.4M -67,703 -6%
SEI Investments
207
SEI Investments
Pennsylvania
$48.6M -$200K -3,992 -0.4%
VRS
208
Virginia Retirement Systems
Virginia
$48.5M -$22.6M -451,000 -31%
KCM
209
Kornitzer Capital Management
Kansas
$48.3M -$735K -14,643 -1%
ELC
210
Edgar Lomax Company
Virginia
$47.7M -$23.2M -462,593 -32%
AA
211
ALPS Advisors
Colorado
$47.2M +$11.3M +225,022 +30%
FAF
212
Första AP-fonden
Sweden
$46.6M +$22.4M +446,645 +88%
MAM
213
Martingale Asset Management
Massachusetts
$46.4M -$20.5M -408,241 -30%
FIM
214
Foresters Investment Management
New York
$46.3M +$105K +2,100 +0.2%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.2M +$1.35M +26,900 +3%
AIA
216
Avalon Investment & Advisory
Texas
$44.8M -$5.28M -105,219 -10%
NIPH
217
NN Investment Partners Holdings
Netherlands
$44.3M -$32.2M -641,481 -41%
EIM
218
ExxonMobil Investment Management
Texas
$44.1M -$1.93M -38,403 -4%
PRCM
219
Pine River Capital Management
Minnesota
$43.4M -$3.54M -70,617 -7%
MHC
220
Meyer Handelman Company
New York
$43.2M +$209K +4,162 +0.5%
HTC
221
Haverford Trust Company
Pennsylvania
$42.7M +$1.24M +24,746 +3%
MIS
222
Morningstar Investment Services
Illinois
$42.2M +$43.4M +865,553 New
UCFA
223
United Capital Financial Advisors
Texas
$42M +$407K +8,108 +1%
TAM
224
Tocqueville Asset Management
New York
$41.6M +$6.07M +121,049 +17%
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.5M +$3.38M +67,275 +9%

VZ Hedge Fund Activity: Q1 2017 in Review

1,974 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2017, worth a combined $126B — down 10% from $140B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VZ positions and 100 closed out — a net gain of 2 holders — while 858 added to existing stakes and 861 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4B. The largest seller was Ameriprise, cutting an estimated $647M.

  • 1,974 institutional investors held Verizon (VZ) as of Q1 2017, down from 1,992 in Q4 2016.
  • Funds reported $126B of Verizon stock for Q1 2017, down 10% quarter-over-quarter.
  • 102 funds opened new Verizon positions in Q1 2017 and 100 closed out, a net change of +2 holders.
  • The largest Verizon buyer in Q1 2017 was BlackRock, an estimated $12.4B added.
  • The largest Verizon seller in Q1 2017 was Ameriprise, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2017.