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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.5B +$407M +8,117,435 +3%
BlackRock
2
BlackRock
New York
$12.5B +$12.4B +247,190,666 +2,891%
State Street
3
State Street
Massachusetts
$8.2B +$104M +2,066,816 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$6.5B -$401M -7,988,224 -6%
Capital World Investors
5
Capital World Investors
California
$3.55B -$360M -7,175,533 -9%
Bank of America
6
Bank of America
North Carolina
$3.31B +$11.2M +222,952 +0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.62B +$251M +5,012,384 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.47B -$481M -9,589,683 -16%
Northern Trust
9
Northern Trust
Illinois
$2.44B +$10.7M +213,231 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.28B -$53.3M -1,061,446 -2%
Capital International Investors
11
Capital International Investors
California
$2.23B +$10.2M +204,200 +0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.89B +$111M +2,212,306 +6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.81B -$8.34M -166,298 -0.4%
Norges Bank
14
Norges Bank
Norway
$1.73B +$169M +3,362,561 +10%
Wells Fargo
15
Wells Fargo
California
$1.49B +$41.6M +829,814 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.47B +$60.5M +1,205,754 +4%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.47B +$56M +1,115,361 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.16B -$3.85M -76,687 -0.3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.15B -$183M -3,641,595 -13%
Deutsche Bank
20
Deutsche Bank
Germany
$1.15B -$18.3M -364,829 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.12B +$58.9M +1,173,597 +5%
Ameriprise
22
Ameriprise
Minnesota
$990M -$647M -12,888,491 -39%
Federated Hermes
23
Federated Hermes
Pennsylvania
$972M -$61.5M -1,226,678 -6%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$966M -$159M -3,165,220 -14%
TCIM
25
TIAA CREF Investment Management
New York
$910M +$14M +278,697 +2%

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.