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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
MG
751
Markel Group
Virginia
$5.5M
BAM
752
Belpointe Asset Management
Nevada
$5.5M +$2.67M +47,074 +103%
HIC
753
Holderness Investments Company
North Carolina
$5.43M -$32.5K -573 -0.6%
EHC
754
Everett Harris & Co
California
$5.43M +$468K +8,264 +10%
GH
755
GAM Holding
Switzerland
$5.42M +$241K +4,251 +5%
TNB
756
Thomasville National Bank
Georgia
$5.41M +$196K +3,467 +4%
VCM
757
Vision Capital Management
Oregon
$5.4M +$9K +159 +0.2%
LWAC
758
Laurel Wealth Advisors (California)
California
$5.39M -$153K -2,699 -3%
SCM
759
Schnieders Capital Management
California
$5.39M +$160K +2,825 +3%
Kovitz Investment Group Partners
760
Kovitz Investment Group Partners
Illinois
$5.38M +$49.3K +870 +1%
BIA
761
Biondo Investment Advisors
Pennsylvania
$5.38M +$10.6K +188 +0.2%
WKWM
762
Walter & Keenan Wealth Management
Indiana
$5.38M +$30.1K +532 +0.6%
CCM
763
Cadence Capital Management
Massachusetts
$5.38M -$101K -1,778 -2%
GIA
764
GHP Investment Advisors
Colorado
$5.37M +$239K +4,212 +5%
CCFCSB
765
Cape Cod Five Cents Savings Bank
Massachusetts
$5.36M -$105K -1,851 -2%
LNB
766
Ledyard National Bank
$5.34M +$596K +10,516 +13%
AF
767
Ally Financial
Michigan
$5.32M +$2.83M +50,000 +125%
PWAP
768
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.31M +$94.9K +1,675 +2%
AF
769
Alerus Financial
North Dakota
$5.29M +$1.68M +29,650 +50%
VanEck Associates
770
VanEck Associates
New York
$5.28M -$822K -14,513 -14%
RBA
771
Richard Bernstein Advisors
New York
$5.28M
CM
772
Columbus Macro
Pennsylvania
$5.27M -$116K -2,045 -2%
VAS
773
Vestmark Advisory Solutions
Massachusetts
$5.26M +$5.04M +89,010 New
ACM
774
Argyle Capital Management
Pennsylvania
$5.26M -$56.6K -1,000 -1%
PAA
775
Peregrine Asset Advisers
Oregon
$5.25M +$4.59M +81,088 +1,060%

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.