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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
AIM
851
Anchor Investment Management
South Carolina
$4.4M +$44.3K +782 +1%
CBTWT
852
Community Bank & Trust (Waco, Texas)
Texas
$4.37M +$44.7K +789 +1%
PFS
853
Prospera Financial Services
Texas
$4.37M +$823K +14,529 +25%
CCM
854
Check Capital Management
California
$4.36M -$640K -11,300 -13%
BIAS
855
Beacon Investment Advisory Services
New Jersey
$4.35M +$1.77M +31,270 +74%
LMIM
856
Lockheed Martin Investment Management
Maryland
$4.35M
Cetera Investment Advisers
857
Cetera Investment Advisers
Illinois
$4.35M -$50.6K -893 -1%
AMIM
858
Aull & Monroe Investment Management
Alabama
$4.34M -$177K -3,124 -4%
RIM
859
Regent Investment Management
Kentucky
$4.33M +$676K +11,928 +19%
AIC
860
Argus Investors Counsel
New York
$4.32M -$136K -2,400 -3%
FA
861
FMA Advisory
Pennsylvania
$4.3M -$17.5K -309 -0.4%
CCM
862
Compton Capital Management
Rhode Island
$4.3M -$38.4K -678 -0.9%
SHCM
863
Stokes & Hubbell Capital Management
Louisiana
$4.3M -$250K -4,413 -6%
RCM
864
Radnor Capital Management
Pennsylvania
$4.28M
STB
865
S&T Bank
Pennsylvania
$4.27M +$80.5K +1,422 +2%
RIM
866
Rampart Investment Management
Connecticut
$4.27M +$1.87M +33,095 +85%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$4.26M +$177K +3,132 +5%
CWM
868
Catamount Wealth Management
Connecticut
$4.26M +$99.3K +1,754 +2%
CAI
869
Capital Advisors Inc
Oklahoma
$4.26M -$12.6M -221,670 -75%
LSPW
870
Lake Street Private Wealth
Illinois
$4.26M +$4.08M +72,033 New
DBT
871
Dubuque Bank & Trust
Iowa
$4.25M -$1.8M -31,706 -31%
OIA
872
Optimum Investment Advisors
Illinois
$4.25M -$26.3K -465 -0.6%
CCM
873
Coldstream Capital Management
Washington
$4.24M -$399K -7,041 -9%
TTWM
874
TCV Trust & Wealth Management
Virginia
$4.24M -$110K -1,951 -3%
PS
875
Pensionfund Sabic
Netherlands
$4.23M

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.