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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
TBA
476
Tower Bridge Advisors
Pennsylvania
$12.7M -$446K -7,876 -4%
DCM
477
Dupont Capital Management
Delaware
$12.5M +$3.42M +60,443 +40%
WCM
478
Wedge Capital Management
North Carolina
$12.5M -$239K -4,219 -2%
PI
479
PineBridge Investments
New York
$12.4M -$1.34M -23,651 -10%
MC
480
Moors & Cabot
Massachusetts
$12.4M +$190K +3,362 +2%
MCM
481
MAI Capital Management
Ohio
$12.4M +$1.3K +23 +0%
IAA
482
Independent Advisor Alliance
North Carolina
$12.3M +$3.26M +57,527 +38%
ZAM
483
Zevin Asset Management
Massachusetts
$12.2M -$95.4K -1,685 -0.8%
UIM
484
USS Investment Management
United Kingdom
$12.1M
PFPT
485
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.1M +$703K +12,415 +6%
CIS
486
Connors Investor Services
Pennsylvania
$12.1M +$754K +13,306 +7%
SBIA
487
Sheaff Brock Investment Advisors
Indiana
$12M -$110K -1,943 -0.9%
AIA
488
Affinity Investment Advisors
California
$12M -$5.9M -104,129 -34%
LS
489
Livforsakringsbolaget Skandia
Sweden
$11.9M +$419K +7,400 +4%
BBA
490
BLB&B Advisors
Pennsylvania
$11.9M -$193K -3,410 -2%
NA
491
Neuburgh Advisers
California
$11.8M +$4.55M +80,368 +67%
Jones Financial Companies
492
Jones Financial Companies
Missouri
$11.8M +$655K +11,574 +6%
OTPPB
493
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.8M +$4.13M +72,880 +58%
CSIC
494
Clifford Swan Investment Counsel
California
$11.7M -$66.4K -1,173 -0.6%
SB
495
Simmons Bank
Arkansas
$11.7M +$72.4K +1,278 +0.7%
RCM
496
Riverhead Capital Management
Delaware
$11.7M +$4.38M +77,264 +64%
Jane Street
497
Jane Street
New York
$11.7M +$4.79M +84,594 +75%
MCM
498
Murphy Capital Management
New Jersey
$11.6M -$557K -9,834 -5%
MC
499
Middleton & Co
Massachusetts
$11.5M +$146K +2,572 +1%
FM
500
Foster & Motley
Ohio
$11.5M -$118K -2,088 -1%

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.