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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
DWM
526
Doyle Wealth Management
Florida
$10.4M +$452K +7,982 +5%
VAS
527
Valicenti Advisory Services
New York
$10.3M -$77.9K -1,376 -0.8%
SAM
528
Sompo Asset Management
Japan
$10.3M -$2.61M -46,000 -21%
VFA
529
Voya Financial Advisors
Connecticut
$10.3M +$204K +3,599 +2%
WIC
530
Willis Investment Counsel
Georgia
$10.2M -$18.9M -334,323 -77%
HAM
531
Hillswick Asset Management
Connecticut
$10.2M -$9.29K -164 -0.1%
CAM
532
Carret Asset Management
New York
$10.2M -$218K -3,850 -2%
CW
533
Cobiz Wealth
Colorado
$10.2M +$2.77M +48,959 +40%
SW
534
SVB Wealth
Massachusetts
$10.1M -$4.87M -85,989 -33%
SRAM
535
Stone Ridge Asset Management
New York
$10.1M +$5.64M +99,547 +139%
AMI
536
Amica Mutual Insurance
Rhode Island
$10.1M
RIG
537
Roosevelt Investment Group
New York
$10.1M +$9.45M +166,846 +4,587%
CA
538
Cullinan Associates
Kentucky
$10.1M +$295K +5,210 +3%
BFO
539
Boston Family Office
Massachusetts
$10.1M +$15.9K +281 +0.2%
SDJVC
540
St. Denis J. Villere & Co
Louisiana
$10M +$123K +2,180 +1%
GC
541
Gratus Capital
Georgia
$10M +$622K +10,983 +7%
MAA
542
Matrix Asset Advisors
New York
$10M -$906 -16 -0%
WAM
543
Wealthspire Advisors (Maryland)
Maryland
$9.91M +$639K +11,283 +7%
ATC
544
Argent Trust Co
Tennessee
$9.87M -$42.7K -754 -0.4%
FBB
545
Fulton Breakefield Broenniman
Maryland
$9.86M -$149K -2,627 -2%
SS
546
Simplicity Solutions
Minnesota
$9.86M +$940K +16,594 +11%
JIC
547
Johnson Investment Counsel
Ohio
$9.83M -$170 -3 -0%
KCM
548
Kanawha Capital Management
Virginia
$9.8M +$9.12K +161 +0.1%
SCA
549
Snowden Capital Advisors
New York
$9.72M +$414K +7,316 +5%
GJIC
550
Gamble Jones Investment Counsel
California
$9.7M +$48.8K +862 +0.5%

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.