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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
PP
626
Patten & Patten
Tennessee
$7.99M +$461K +8,132 +6%
CIP
627
Chartwell Investment Partners
Pennsylvania
$7.98M +$7.64M +134,881 New
AWM
628
AE Wealth Management
Kansas
$7.97M +$543K +9,591 +8%
SVWA
629
Sound View Wealth Advisors
Georgia
$7.96M +$96K +1,695 +1%
MCM
630
Maple Capital Management
Vermont
$7.95M +$67.6K +1,193 +0.9%
WC
631
Woodstock Corp
Massachusetts
$7.92M -$168K -2,959 -2%
DIA
632
Dean Investment Associates
Ohio
$7.9M -$45.1K -796 -0.6%
BFA
633
Bragg Financial Advisors
North Carolina
$7.89M +$145K +2,555 +2%
FEG
634
Financial Enhancement Group
Indiana
$7.87M +$7.5M +132,437 +22,000%
FMW
635
Farr Miller & Washington
District of Columbia
$7.85M -$9.85K -174 -0.1%
TCM
636
Tufton Capital Management
Maryland
$7.84M -$143K -2,533 -2%
BCM
637
BTC Capital Management
Iowa
$7.84M -$380K -6,703 -5%
MIAN
638
Mariner Independent Advisor Network
Kansas
$7.84M +$144K +2,544 +2%
DWA
639
Douglass Winthrop Advisors
New York
$7.83M -$72.2K -1,275 -1%
CAMG
640
CWA Asset Management Group
Florida
$7.81M +$980K +17,310 +15%
AMG
641
Advisors Management Group
Wisconsin
$7.8M +$5.66K +100 +0.1%
CWM
642
Cabot Wealth Management
Massachusetts
$7.75M +$215K +3,788 +3%
RIL
643
Rothschild Investment LLC
Illinois
$7.72M -$160K -2,829 -2%
GIM
644
Grassi Investment Management
California
$7.71M -$22.5K -397 -0.3%
AIP
645
Ameritas Investment Partners
Nebraska
$7.7M -$149K -2,623 -2%
AAF
646
Andra AP-fonden
Sweden
$7.64M +$7.32M +129,200 New
RB
647
Rodgers Brothers
Pennsylvania
$7.58M +$48.9K +863 +0.7%
WSTAM
648
Wilbanks Smith & Thomas Asset Management
Virginia
$7.58M +$597K +10,543 +9%
PAM
649
Palisade Asset Management
Minnesota
$7.56M +$22.1K +390 +0.3%
WTC
650
WhitTier Trust Company
Nevada
$7.52M +$47.3K +836 +0.7%

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.