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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
Marshall Wace
451
Marshall Wace
United Kingdom
$14.3M +$13.7M +242,039 New
COPPSERS
452
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M +$915K +16,149 +7%
PP
453
Palladium Partners
Virginia
$14.3M +$1.37M +24,264 +11%
DJSG
454
D.J. St. Germain
Massachusetts
$14.2M -$191K -3,367 -1%
BWP
455
Baldwin Wealth Partners
Massachusetts
$14.2M +$149K +2,628 +1%
ISL
456
Ingalls & Snyder LLC
New York
$14.1M -$282K -4,977 -2%
RCYC
457
Richard C. Young & Co
Rhode Island
$14.1M +$143K +2,527 +1%
FNT
458
First National Trust
Pennsylvania
$14M +$1.87M +33,097 +16%
DP
459
Dearborn Partners
Illinois
$13.9M +$31.5K +557 +0.2%
BCM
460
Bridgeway Capital Management
Texas
$13.9M -$484K -8,550 -4%
BPB
461
Badgley, Phelps & Bell
Washington
$13.9M +$936K +16,523 +8%
ACM
462
Azimuth Capital Management
Michigan
$13.8M -$1.74M -30,698 -12%
NEI
463
Northwest & Ethical Investments
Ontario, Canada
$13.8M -$1.12M -19,725 -8%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$13.8M -$2.21M -39,050 -14%
EIA
465
Edgemoor Investment Advisors
Maryland
$13.6M +$475K +8,384 +4%
CAPTRUST Financial Advisors
466
CAPTRUST Financial Advisors
North Carolina
$13.5M +$183K +3,239 +1%
LM
467
Lincluden Management
Ontario, Canada
$13.4M -$64K -1,130 -0.5%
FNBT
468
FineMark National Bank & Trust
Florida
$13.4M -$264K -4,658 -2%
TCOV
469
Trust Company of Vermont
Vermont
$13.3M +$844K +14,896 +7%
CFG
470
Citizens Financial Group
Rhode Island
$13.2M +$23.2K +409 +0.2%
QIM
471
Quantitative Investment Management
Virginia
$13.1M -$10M -177,400 -44%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$12.9M +$79.3K +1,400 +0.6%
BCP
473
Blue Chip Partners
Michigan
$12.8M +$486K +8,584 +4%
GGHC
474
Gilder Gagnon Howe & Co
New York
$12.7M -$11.7M -206,000 -49%
I
475
IberiaBank
Louisiana
$12.7M +$671K +11,844 +6%

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.