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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
BRWA
551
B. Riley Wealth Advisors
Florida
$9.66M -$1.03M -18,101 -10%
IIM
552
Intact Investment Management
Quebec, Canada
$9.65M -$249K -4,400 -3%
H
553
HoyleCohen
California
$9.64M -$25.3K -446 -0.3%
SFS
554
Sowell Financial Services
Arkansas
$9.62M +$586K +10,356 +7%
VC
555
Vestor Capital
Illinois
$9.62M +$2.27M +40,167 +33%
OSIA
556
O'Shares Investment Advisers
Massachusetts
$9.62M +$323K +5,696 +4%
TAM
557
Tiverton Asset Management
Delaware
$9.57M +$4.52M +79,794 +97%
BC
558
Brinker Capital
Pennsylvania
$9.56M -$850K -15,012 -8%
GWM
559
Geneos Wealth Management
Colorado
$9.54M +$351K +6,206 +4%
CGT
560
Capital Guardian Trust
California
$9.48M -$1.94M -34,221 -18%
KIC
561
Keating Investment Counselors
Florida
$9.44M -$190K -3,350 -2%
HW
562
Hancock Whitney
Mississippi
$9.39M +$34.1K +603 +0.4%
IWA
563
IBEX Wealth Advisors
New Jersey
$9.34M -$760K -13,415 -8%
WRBC
564
W.R. Berkley Corp
Connecticut
$9.32M
CM
565
Churchill Management
California
$9.29M -$119K -2,100 -1%
FVCM
566
F&V Capital Management
Florida
$9.27M -$292K -5,150 -3%
VWM
567
Venturi Wealth Management
Texas
$9.27M +$93.7K +1,655 +1%
CIP
568
Convergence Investment Partners
Florida
$9.19M -$262K -4,631 -3%
WIM
569
Waverton Investment Management
United Kingdom
$9.19M -$1.14M -20,083 -11%
PWW
570
Pettyjohn Wood & White
Virginia
$9.18M -$4.08K -72 -0%
ACM
571
Advisors Capital Management
New Jersey
$9.14M +$84.3K +1,489 +1%
PIA
572
Piedmont Investment Advisors
North Carolina
$9.14M +$307K +5,419 +4%
BOH
573
Bank of Hawaii
Hawaii
$9.07M -$116K -2,044 -1%
ECM
574
ETrade Capital Management
Virginia
$9.06M -$1.73M -30,616 -17%
AAM
575
Autus Asset Management
Arizona
$9.03M +$516K +9,109 +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.