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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
CWM
1151
Concentric Wealth Management
California
$2.41M +$55.2K +975 +2%
HPC
1152
Hobart Private Capital
North Carolina
$2.41M -$366K -6,461 -14%
KA
1153
Kovack Advisors
Florida
$2.4M +$15.5K +274 +0.7%
HI
1154
Human Investing
Oregon
$2.4M -$111K -1,965 -5%
QIM
1155
Quest Investment Management
Oregon
$2.39M +$15.6K +275 +0.7%
FUBT
1156
First United Bank & Trust
Maryland
$2.39M +$22.7K +400 +1%
BIA
1157
BMT Investment Advisors
Pennsylvania
$2.39M +$109K +1,918 +5%
SC
1158
Slow Capital
California
$2.38M -$23.6K -417 -1%
FDS
1159
First Dallas Securities
Texas
$2.37M -$89.8K -1,585 -4%
WAP
1160
Wealthcare Advisory Partners
Pennsylvania
$2.37M +$73.6K +1,299 +3%
FCCM
1161
First City Capital Management
Georgia
$2.37M -$77.4K -1,366 -3%
PAMG
1162
Patton Albertson Miller Group
Tennessee
$2.37M +$23K +406 +1%
GAMC
1163
Garner Asset Management Corp
Texas
$2.37M +$5.89K +104 +0.3%
EIP
1164
Ellis Investment Partners
Pennsylvania
$2.36M +$18.1K +320 +0.8%
NWP
1165
Northstar Wealth Partners
Connecticut
$2.35M -$5.78K -102 -0.3%
NL
1166
NWAM LLC
Washington
$2.34M +$76.6K +1,352 +4%
CCC
1167
Chelsea Counsel Company
California
$2.34M
BAM
1168
Berkshire Asset Management
Pennsylvania
$2.33M -$65.7K -1,161 -3%
CCA
1169
Checchi Capital Advisers
California
$2.33M -$106K -1,872 -5%
HCM
1170
Harvey Capital Management
Florida
$2.32M -$77.6K -1,370 -3%
SS
1171
Sunbelt Securities
Texas
$2.31M +$35.8K +633 +2%
BKA
1172
Brick & Kyle Associates
Pennsylvania
$2.31M +$86.4K +1,525 +4%
CFA
1173
Carroll Financial Associates
North Carolina
$2.31M +$286K +5,055 +15%
OAC
1174
OMERS Administration Corp
Ontario, Canada
$2.31M +$2.14M +37,700 New
MIM
1175
Miller Investment Management
Pennsylvania
$2.3M

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.