We are live on ! Find out more

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
Voloridge Investment Management
201
Voloridge Investment Management
Florida
$48.8M +$51.3M +1,020,920 New
HA
202
Homestead Advisers
Virginia
$48.7M +$40.5M +806,000 +380%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$48.4M +$667K +13,262 +1%
GAM
204
Gotham Asset Management
New York
$47.9M +$8.98M +178,653 +22%
MSL
205
Mackay Shields LLC
New York
$47.9M +$50.3M +1,000,937 New
CCMG
206
Clark Capital Management Group
Pennsylvania
$47.6M +$10.6M +210,705 +27%
FAF
207
Första AP-fonden
Sweden
$47.3M +$323K +6,431 +0.7%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$46.8M +$49.2M +979,229 New
CI
209
Conning Inc
Connecticut
$46.6M +$6.38M +127,044 +15%
AI
210
Ariel Investments
Illinois
$46.5M +$8.6M +171,131 +21%
DC
211
Davenport & Co
Virginia
$46.4M +$560K +11,139 +1%
FPCG
212
Fort Pitt Capital Group
Pennsylvania
$45.6M +$1.85M +36,816 +4%
AR
213
Advisory Research
Illinois
$45.2M +$830K +16,524 +2%
FIM
214
Foresters Investment Management
New York
$44.6M -$194K -3,863 -0.4%
Truist Financial
215
Truist Financial
North Carolina
$44.4M -$823K -16,372 -2%
BS
216
Banco Santander
Spain
$43.7M +$33.3M +662,982 +265%
FWIA
217
Fort Washington Investment Advisors
Ohio
$43.4M -$209K -4,149 -0.5%
SAM
218
Shell Asset Management
Netherlands
$43.1M +$779K +15,503 +2%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$43.1M +$7.5M +149,224 +20%
ProShare Advisors
220
ProShare Advisors
Maryland
$42.6M +$3.59M +71,348 +9%
EDRH
221
Edmond de Rothschild Holding
Switzerland
$41.8M +$3.29M +65,521 +8%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$41.3M -$2.07M -41,207 -5%
GFPC
223
Global Financial Private Capital
Florida
$40.6M -$5.02M -99,986 -11%
QI
224
QS Investors
New York
$40.5M +$6.39M +127,057 +18%
TAM
225
Tocqueville Asset Management
New York
$40.1M -$2.65M -52,748 -6%

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.