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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
TCOT
901
Trust Company of Toledo
Ohio
$4.04M -$24.9K -440 -0.6%
AFM
902
Andesa Financial Management
Pennsylvania
$4.02M +$2.21M +39,024 +135%
GIP
903
Granite Investment Partners
California
$4.01M -$8.38K -148 -0.2%
HPC
904
HM Payson & Co
Maine
$4M +$3.83M +67,697 New
BRWM
905
B. Riley Wealth Management
Tennessee
$3.98M +$240K +4,233 +7%
APP
906
Avantax Planning Partners
Iowa
$3.96M +$442K +7,798 +13%
KFP
907
KMG Fiduciary Partners
Ohio
$3.96M +$173K +3,062 +5%
BDWM
908
Brewin Dolphin Wealth Management
Ireland
$3.96M -$239K -4,215 -6%
BRM
909
Boston Research & Management
Massachusetts
$3.96M +$214K +3,785 +6%
CBN
910
Cadence Bank NA
Texas
$3.96M +$11.6K +205 +0.3%
UF
911
Univest Financial
Pennsylvania
$3.94M -$157K -2,778 -4%
AA
912
AlphaMark Advisors
Kentucky
$3.93M -$98.8K -1,745 -3%
DCM
913
Delta Capital Management
New Jersey
$3.91M +$53.1K +938 +1%
Impax Asset Management Group
914
Impax Asset Management Group
United Kingdom
$3.9M +$544K +9,605 +17%
PWM
915
Perigon Wealth Management
California
$3.88M +$2.16M +38,157 +130%
FNFDCM
916
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.88M +$407K +7,184 +12%
LBC
917
Lawrence B. Cohen
$3.88M -$34K -601 -0.9%
BUB
918
BBVA USA Bancshares
Texas
$3.88M -$78.1K -1,379 -2%
BFEC
919
Benjamin F. Edwards & Company
Missouri
$3.87M -$91.5K -1,616 -2%
MBTD
920
Mechanics Bank - Trust Department
California
$3.86M -$20.3K -358 -0.5%
Wolverine Trading
921
Wolverine Trading
Illinois
$3.86M +$3.7M +65,337 New
WDA
922
Wendell David Associates
New Hampshire
$3.85M -$20.6K -364 -0.6%
JWM
923
JGP Wealth Management
Oregon
$3.85M +$1.3M +23,034 +55%
NSEDCP
924
NJ State Employees Deferred Compensation Plan
New Jersey
$3.84M
HCA
925
Horan Capital Advisors
Ohio
$3.84M -$325K -5,731 -8%

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.