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2,389 hedge funds and large institutions have $163B invested in Verizon in 2019 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,153 increasing their positions, 910 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 87

40% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.24B

27% more repeat investments, than reductions

Existing positions increased: 1,153 | Existing positions reduced: 910

5% more capital invested

Capital invested by funds: $155B → $163B (+$8.44B)

1% more funds holding

Funds holding: 2,3682,389 (+21)

0.14% less ownership

Funds ownership: 67.15%67% (-0.14%)

16% less funds holding in top 10

Funds holding in top 10: 261219 (-42)

Holders
2,389
Holders Change
+21
Holders Change %
+0.89%
% of All Funds
51.7%
Holding in Top 10
219
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-16.09%
% of All Funds
4.74%
New
138
Increased
1,153
Reduced
910
Closed
87
Calls
$1.74B
Puts
$1.24B
Net Calls
+$498M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
11A
276
10-15 Associates
New York
$35.8M -$18.8K -332 -0.1%
AssetMark Inc
277
AssetMark Inc
California
$35.5M +$3.3M +58,331 +11%
MML Investors Services
278
MML Investors Services
Massachusetts
$35.1M +$829K +14,645 +3%
MSA
279
Mason Street Advisors
Wisconsin
$34.9M +$393K +6,932 +1%
TAM
280
Trillium Asset Management
Massachusetts
$34.6M +$3.69M +65,129 +13%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$34.5M +$28.9M +510,300 +488%
Parallax Volatility Advisers
282
Parallax Volatility Advisers
California
$34.4M +$17.3M +304,849 +110%
Brown Advisory
283
Brown Advisory
Maryland
$34.4M +$3.52M +62,115 +12%
CEI
284
Clark Estates Inc
New York
$34M -$4.51M -79,561 -12%
FWIA
285
Fort Washington Investment Advisors
Ohio
$33.9M -$1.31M -23,148 -4%
AIM
286
Achmea Investment Management
Netherlands
$33.8M +$1.24M +21,958 +4%
Fisher Asset Management
287
Fisher Asset Management
Washington
$33.7M +$1.31M +23,220 +4%
PNC
288
Park National Corp
Ohio
$33.7M -$3.49M -61,604 -10%
PTC
289
Philadelphia Trust Company
Pennsylvania
$33.5M +$453K +8,007 +1%
AR
290
Advisory Research
Illinois
$33.5M +$4.24M +74,787 +15%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$33.4M -$1.42M -25,100 -4%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$33.3M +$7.18M +126,741 +29%
Creative Planning
293
Creative Planning
Kansas
$32.8M -$22K -388 -0.1%
OC
294
Oppenheimer & Co
New York
$32.8M -$1.7M -30,017 -5%
MOACM
295
Mutual of America Capital Management
New York
$32.7M +$657K +11,605 +2%
SCP
296
Seizert Capital Partners
Michigan
$32.4M -$452K -7,975 -1%
PMG
297
Private Management Group
California
$32.4M -$297K -5,253 -1%
ERSOT
298
Employees Retirement System of Texas
Texas
$32M
JCM
299
Janney Capital Management
Pennsylvania
$32M +$1.06M +18,661 +4%
UB
300
UMB Bank
Missouri
$31.6M +$1.92M +33,891 +7%

VZ Hedge Fund Activity: Q1 2019 in Review

2,389 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2019, worth a combined $163B — up 5.4% from $155B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new VZ positions and 87 closed out — a net gain of 51 holders — while 1,153 added to existing stakes and 910 trimmed.

The largest buyer was BlackRock, adding an estimated $688M. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,389 institutional investors held Verizon (VZ) as of Q1 2019, up from 2,368 in Q4 2018.
  • Funds reported $163B of Verizon stock for Q1 2019, up 5.4% quarter-over-quarter.
  • 138 funds opened new Verizon positions in Q1 2019 and 87 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2019 was BlackRock, an estimated $688M added.
  • The largest Verizon seller in Q1 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2019.