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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
BSW
1001
Buckingham Strategic Wealth
Missouri
$3.19M +$171K +3,023 +6%
Fayez Sarofim & Co
1002
Fayez Sarofim & Co
Texas
$3.19M -$11.3K -200 -0.4%
CPIA
1003
Cornell Pochily Investment Advisors
New York
$3.18M -$1.16M -20,512 -28%
MPM
1004
Meritage Portfolio Management
Kansas
$3.18M -$2.25M -39,654 -42%
CFMC
1005
Curbstone Financial Management Corp
New Hampshire
$3.16M +$130K +2,299 +4%
WSC
1006
Wellington Shields & Co
New York
$3.16M +$115K +2,035 +4%
XWM
1007
Xcel Wealth Management
Florida
$3.16M +$370K +6,527 +14%
TPA
1008
Trivium Point Advisory
Connecticut
$3.15M +$26.2K +462 +0.9%
Capstone Investment Advisors
1009
Capstone Investment Advisors
New York
$3.14M +$2.8M +49,437 +1,337%
BAC
1010
Boys Arnold & Co
North Carolina
$3.14M +$154K +2,727 +5%
HCM
1011
Hall Capital Management
Rhode Island
$3.13M +$27.1K +478 +0.9%
WGCA
1012
Wolf Group Capital Advisors
Virginia
$3.12M +$9.34K +165 +0.3%
LWM
1013
Lyell Wealth Management
California
$3.11M +$2.98M +52,650 New
WA
1014
WESPAC Advisors
California
$3.11M +$2.56M +45,246 +621%
OCM
1015
Orleans Capital Management
Louisiana
$3.11M +$63.7K +1,125 +2%
DSC
1016
Duncker Streett & Co
Missouri
$3.11M +$1.59K +28 +0.1%
MWM
1017
Marietta Wealth Management
Georgia
$3.11M +$528K +9,327 +22%
SCA
1018
Sage Capital Advisors
South Dakota
$3.1M +$13.1K +232 +0.4%
PAS
1019
Park Avenue Securities
New York
$3.1M -$194K -3,427 -6%
BOCM
1020
Bontempo Ohly Capital Management
Maryland
$3.1M -$937K -16,539 -24%
LP
1021
LMR Partners
United Kingdom
$3.09M +$256K +4,523 +9%
WEC
1022
Winslow Evans & Crocker
Massachusetts
$3.08M -$127K -2,234 -4%
CYG
1023
Clean Yield Group
Vermont
$3.08M -$49K -865 -2%
MCP
1024
Mirador Capital Partners
California
$3.07M -$35.2K -622 -1%
PAM
1025
Private Asset Management
California
$3.06M +$198K +3,500 +7%

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.