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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
WFG
801
Wills Financial Group
Virginia
$4.93M +$21.5K +380 +0.5%
TNBTD
802
Trustmark National Bank Trust Department
Mississippi
$4.92M +$24K +424 +0.5%
BO
803
Bank OZK
Arkansas
$4.91M +$380K +6,711 +9%
LC
804
Lavaca Capital
Texas
$4.91M -$47K -830 -1%
SIAP
805
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.89M +$206K +3,633 +5%
AT
806
Arden Trust
Delaware
$4.89M +$152K +2,684 +3%
KOCAA
807
Knights of Columbus Asset Advisors
Connecticut
$4.87M +$293K +5,170 +7%
BBHC
808
Brown Brothers Harriman & Co
New York
$4.87M +$660K +11,658 +17%
KRSITF
809
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.86M +$23.7K +418 +0.5%
CBB
810
Citizens Business Bank
California
$4.86M +$107K +1,884 +2%
PA
811
Parallel Advisors
California
$4.85M +$85.1K +1,502 +2%
MAFM
812
Mid Atlantic Financial Management
Pennsylvania
$4.84M +$57.4K +1,013 +1%
MAM
813
Morse Asset Management
Connecticut
$4.82M +$79.3K +1,400 +2%
CHC
814
City Holding Co
West Virginia
$4.82M +$200K +3,527 +5%
HH
815
Hilltop Holdings
Texas
$4.81M +$2M +35,280 +77%
AIS
816
Accurate Investment Solutions
Pennsylvania
$4.81M -$47.1K -832 -1%
GCA
817
Greenwood Capital Associates
South Carolina
$4.8M +$461K +8,134 +11%
MCM
818
McMillion Capital Management
North Carolina
$4.8M +$76.2K +1,345 +2%
SCI
819
SkyBridge Capital II
New York
$4.8M -$619K -10,939 -12%
CCP
820
Corient Capital Partners
California
$4.8M +$144K +2,549 +3%
MYLI
821
Meiji Yasuda Life Insurance
Japan
$4.78M -$938K -16,569 -17%
OC
822
Oarsman Capital
Wisconsin
$4.77M -$19K -335 -0.4%
GWM
823
Graybill Wealth Management
Illinois
$4.74M -$21.3K -376 -0.5%
BA
824
BKS Advisors
Michigan
$4.73M +$32.5K +574 +0.7%
BFIM
825
Beese Fulmer Investment Management
Ohio
$4.73M -$22.1K -390 -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.