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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
ONB
601
Old National Bancorp
Indiana
$8.49M -$121K -2,140 -1%
OI
602
Oakbrook Investments
Illinois
$8.49M +$1.07M +18,850 +15%
DGHMC
603
Dalton, Greiner, Hartman, Maher & Co
New York
$8.45M -$1.64M -29,009 -17%
CA
604
Cetera Advisors
Colorado
$8.39M +$513K +9,063 +7%
ANBT
605
American National Bank & Trust
Texas
$8.38M +$1.97M +34,796 +33%
AAS
606
Avantax Advisory Services
Texas
$8.36M +$1.19M +21,019 +17%
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$8.36M +$2.39M +42,186 +43%
SGAM
608
Steinberg Global Asset Management
Florida
$8.33M +$235K +4,142 +3%
SBH
609
Segall Bryant & Hamill
Illinois
$8.3M -$115K -2,036 -1%
SPC
610
Sigma Planning Corp
Michigan
$8.28M +$318K +5,616 +4%
AAIM
611
American Assets Investment Management
California
$8.27M
CC
612
Cadinha & Co
Hawaii
$8.22M +$6.95M +122,728 +751%
BCA
613
Bernzott Capital Advisors
California
$8.19M -$79.9K -1,410 -1%
CCT
614
Chemung Canal Trust
New York
$8.18M +$219K +3,864 +3%
DWM
615
Dakota Wealth Management
Florida
$8.15M +$2.03M +35,897 +35%
EVM
616
Evelyn V. Moreno
$8.14M +$21.2K +375 +0.3%
ALAM
617
Asahi Life Asset Management
Japan
$8.13M -$1.91M -33,654 -20%
BFS
618
Bradley Foster & Sargent
Connecticut
$8.12M -$58.8K -1,038 -0.7%
AI
619
Atria Investments
North Carolina
$8.11M +$1.05M +18,586 +16%
LOAMS
620
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.08M +$2.2M +38,898 +40%
JC
621
Jacobs & Co
California
$8.06M -$208K -3,669 -3%
FMBTD
622
First Midwest Bank Trust Division
Illinois
$8.05M +$296K +5,218 +4%
GLLW
623
Graves Light Lenhart Wealth
Virginia
$8.05M +$247K +4,356 +3%
Westfield Capital Management
624
Westfield Capital Management
Massachusetts
$8.02M -$220K -3,890 -3%
ELI
625
Empire Life Investments
Ontario, Canada
$8M -$6.03M -106,408 -44%

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.