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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
MBT
976
Montecito Bank & Trust
California
$3.4M +$851K +15,023 +35%
BHC
977
Bowen Hanes & Co
Florida
$3.39M -$17.1M -302,020 -84%
DWM
978
Darwin Wealth Management
Florida
$3.38M +$2.21M +38,981 +215%
CIM
979
CenturyLink Investment Management
Colorado
$3.37M +$2.21M +39,042 +217%
SMG
980
Spectrum Management Group
Indiana
$3.37M +$1.42M +24,995 +78%
PAM
981
Paradigm Asset Management
New York
$3.36M -$167K -2,950 -5%
LIM
982
Leavell Investment Management
Alabama
$3.36M -$9.34K -165 -0.3%
CPO
983
Cerity Partners OCIO
New York
$3.36M +$140K +2,480 +5%
BCM
984
Brookstone Capital Management
Illinois
$3.35M +$299K +5,288 +10%
ACM
985
Avalon Capital Management
California
$3.34M +$799K +14,105 +33%
RMCM
986
Reynders McVeigh Capital Management
Massachusetts
$3.32M +$7.82K +138 +0.2%
SP
987
Symmetry Partners
Connecticut
$3.31M +$451K +7,970 +17%
Millennium Management
988
Millennium Management
New York
$3.31M -$42.1M -744,187 -93%
MA
989
Mutual Advisors
Nebraska
$3.3M +$811K +14,326 +35%
EFS
990
Essex Financial Services
Connecticut
$3.3M +$62K +1,095 +2%
TYCC
991
Texas Yale Capital Corp
Florida
$3.3M +$1.66M +29,385 +111%
HPIA
992
Hamilton Point Investment Advisors
North Carolina
$3.28M +$5.66K +100 +0.2%
PTC
993
Private Trust Company
Ohio
$3.28M +$52.4K +925 +2%
SGI
994
Summit Global Investments
Utah
$3.27M +$749K +13,220 +31%
WAM
995
Wolverine Asset Management
Illinois
$3.25M +$2.87M +50,672 +1,172%
RC
996
RegentAtlantic Capital
New Jersey
$3.24M +$50.9K +899 +2%
AF
997
Arrow Financial
New York
$3.23M +$7.14K +126 +0.2%
SCP
998
Shorepoint Capital Partners
Massachusetts
$3.21M +$3.07M +54,240 New
WA
999
Wheatland Advisors
Pennsylvania
$3.21M +$234K +4,132 +8%
EF
1000
Exeter Financial
Arizona
$3.19M -$25.8K -455 -0.8%

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.