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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
GIA
1101
Guyasuta Investment Advisors
Pennsylvania
$2.64M -$7.25K -128 -0.3%
HW
1102
Hedeker Wealth
Illinois
$2.63M +$227K +4,000 +9%
Citadel Advisors
1103
Citadel Advisors
Florida
$2.62M -$253K -4,465 -9%
MHS
1104
M Holdings Securities
Oregon
$2.62M +$1.14M +20,116 +83%
DIA
1105
Dana Investment Advisors
Wisconsin
$2.62M -$3.22M -56,794 -56%
TSWM
1106
Triangle Securities Wealth Management
North Carolina
$2.61M -$172K -3,039 -6%
JCM
1107
Jacobi Capital Management
Pennsylvania
$2.61M +$17.1K +302 +0.7%
BOPW
1108
Brandywine Oak Private Wealth
Pennsylvania
$2.61M +$30.5K +538 +1%
HFM
1109
Hartford Financial Management
Connecticut
$2.6M +$433K +7,638 +21%
FAIM
1110
Financial Advocates Investment Management
Washington
$2.6M +$97.6K +1,723 +4%
WCM
1111
Windward Capital Management
California
$2.59M -$18K -318 -0.7%
AWA
1112
Arete Wealth Advisors
Illinois
$2.58M +$63.1K +1,114 +3%
JIM
1113
Jupiter Investment Management
United Kingdom
$2.58M -$76.7M -1,354,243 -97%
BL
1114
BCWM LLC
Kansas
$2.57M -$313K -5,520 -11%
CG
1115
Caprock Group
Idaho
$2.57M -$93K -1,642 -4%
SFA
1116
Sequoia Financial Advisors
Ohio
$2.57M +$1.21M +21,401 +97%
UFG
1117
United Fire Group
Iowa
$2.57M
JWM
1118
Jackson Wealth Management
Florida
$2.56M +$49.8K +880 +2%
WPW
1119
Waldron Private Wealth
Pennsylvania
$2.55M +$408K +7,209 +20%
CG
1120
Colony Group
Massachusetts
$2.55M +$1.45M +25,580 +146%
TC
1121
Telemus Capital
Michigan
$2.55M +$362K +6,398 +17%
BST
1122
Bath Savings Trust
Maine
$2.55M +$25K +441 +1%
CPA
1123
Court Place Advisors
Maryland
$2.54M -$25K -442 -1%
ACM
1124
Alta Capital Management
Utah
$2.54M +$32.5K +573 +1%
SSWM
1125
Sheets Smith Wealth Management
North Carolina
$2.53M +$43.9K +776 +2%

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.