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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
KCPG
926
Kavar Capital Partners Group
Kansas
$3.84M +$41.9K +740 +1%
BWM
927
BerganKDV Wealth Management
Minnesota
$3.83M +$56.2K +992 +2%
PMG
928
ProVise Management Group
Florida
$3.83M +$177K +3,130 +5%
AWP
929
Ascent Wealth Partners
New York
$3.83M +$184K +3,249 +5%
GSBTD
930
Glenview State Bank Trust Department
Illinois
$3.83M +$9.91K +175 +0.3%
TAM
931
Troy Asset Management
United Kingdom
$3.82M +$379K +6,700 +12%
HC
932
Hourglass Capital
Texas
$3.81M -$87.8K -1,550 -2%
FANJ
933
Financial Architects (New Jersey)
New Jersey
$3.78M -$9.06K -160 -0.2%
SIP
934
Stoneridge Investment Partners
Pennsylvania
$3.78M +$2.49M +43,953 +220%
LA
935
LVW Advisors
New York
$3.77M +$62.3K +1,100 +2%
Cerity Partners
936
Cerity Partners
New York
$3.77M -$703K -12,415 -16%
PPSG
937
Princeton Portfolio Strategies Group
New Jersey
$3.76M -$123K -2,175 -3%
CIA
938
Covington Investment Advisors
Pennsylvania
$3.75M +$129K +2,273 +4%
BA
939
BCM Advisors
Louisiana
$3.74M
KPW
940
Kore Private Wealth
New York
$3.74M +$196K +3,468 +6%
CC
941
Centiva Capital
New York
$3.74M +$3.58M +63,200 New
DY
942
Dowling & Yahnke
California
$3.73M +$631K +11,138 +21%
WB
943
Webster Bank
Connecticut
$3.72M -$83.6K -1,476 -2%
KIG
944
Kessler Investment Group
Indiana
$3.72M -$238K -4,206 -6%
SIM
945
Sonora Investment Management
Arizona
$3.67M -$9.51K -168 -0.3%
FFA
946
Fragasso Financial Advisors
Pennsylvania
$3.67M +$634K +11,197 +22%
ISB
947
Iowa State Bank
Iowa
$3.66M -$615K -10,868 -15%
CIA
948
Choate Investment Advisors
Massachusetts
$3.65M +$569K +10,053 +19%
MFG
949
Monte Financial Group
Connecticut
$3.61M -$5.83K -103 -0.2%
FAM
950
Fred Alger Management
New York
$3.61M

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.