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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B +$358M +7,129,340 +2%
BlackRock
2
BlackRock
New York
$12.9B +$215M +4,270,608 +2%
State Street
3
State Street
Massachusetts
$7.65B -$140M -2,777,400 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$6.81B -$804M -15,995,091 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.37B +$542M +10,784,516 +11%
Capital World Investors
6
Capital World Investors
California
$3.18B +$285M +5,667,945 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.05B -$72.1M -1,434,816 -2%
Bank of America
8
Bank of America
North Carolina
$2.82B -$203M -4,043,255 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.42B +$91M +1,811,155 +4%
Northern Trust
10
Northern Trust
Illinois
$2.36B -$37.8M -751,360 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.26B -$74.8M -1,487,666 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.11B +$156M +3,112,271 +8%
Norges Bank
13
Norges Bank
Norway
$1.91B -$45M -895,246 -2%
Capital International Investors
14
Capital International Investors
California
$1.67B +$21M +418,100 +1%
Morgan Stanley
15
Morgan Stanley
New York
$1.61B -$124M -2,470,077 -7%
Deutsche Bank
16
Deutsche Bank
Germany
$1.55B +$580M +11,543,574 +55%
Wells Fargo
17
Wells Fargo
California
$1.35B -$89.6M -1,783,571 -6%
Goldman Sachs
18
Goldman Sachs
New York
$1.14B +$112M +2,221,404 +10%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.11B -$90.9M -1,808,871 -7%
Charles Schwab
20
Charles Schwab
California
$1.09B +$68.5M +1,362,739 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.07B -$67.2M -1,336,548 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.03B -$253M -5,034,367 -19%
Franklin Resources
23
Franklin Resources
California
$1.03B -$20.6M -409,675 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$977M -$66.3M -1,319,326 -6%
Ameriprise
25
Ameriprise
Minnesota
$858M -$63.9M -1,272,398 -7%

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.