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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
CBOR
1226
Community Bank of Raymore
Missouri
$2.12M +$1.7M +30,000 +515%
IHL
1227
Investment House LLC
California
$2.12M -$76.2K -1,346 -4%
SFG
1228
Summit Financial Group
West Virginia
$2.12M -$85.2K -1,505 -4%
CA
1229
Claro Advisors
Massachusetts
$2.12M +$396K +6,996 +24%
ST
1230
Smithfield Trust
Pennsylvania
$2.11M -$23.7K -418 -1%
BONST
1231
Bank of Nova Scotia Trust
Ontario, Canada
$2.11M -$142K -2,505 -7%
MIM
1232
Moseley Investment Management
Florida
$2.11M +$2.02M +35,651 New
DAM
1233
Diamant Asset Management
Connecticut
$2.09M -$23.8K -420 -1%
AWM
1234
Avior Wealth Management
Nebraska
$2.09M -$7.08K -125 -0.3%
NB
1235
Northwest Bancshares
Pennsylvania
$2.08M -$290K -5,112 -13%
FC
1236
Forte Capital
New York
$2.08M +$215K +3,795 +12%
CHJWM
1237
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.08M +$193K +3,413 +11%
WPP
1238
Whalerock Point Partners
Rhode Island
$2.08M +$533K +9,406 +37%
AAM
1239
Auxier Asset Management
Oregon
$2.07M -$22.7K -400 -1%
MSS
1240
Mitchell Sinkler & Starr
Pennsylvania
$2.07M -$98.5K -1,740 -5%
AF
1241
Allworth Financial
California
$2.06M +$293K +5,167 +17%
DLG
1242
Daniel L. Goodwin
$2.05M
SCM
1243
Southport Capital Management
Tennessee
$2.05M +$32.2K +569 +2%
PTB
1244
Pioneer Trust Bank
Oregon
$2.05M +$94.4K +1,667 +5%
S
1245
SignatureFD
Georgia
$2.05M +$87K +1,537 +5%
CAM
1246
Cubic Asset Management
Massachusetts
$2.05M +$19.6K +346 +1%
WOC
1247
West Oak Capital
California
$2.04M +$7.59K +134 +0.4%
KCM
1248
Karp Capital Management
California
$2.04M +$95.5K +1,687 +5%
FMT
1249
First Mercantile Trust
Tennessee
$2.04M +$109K +1,933 +6%
PLFAM
1250
Pineno Levin & Ford Asset Management
Virginia
$2.03M -$51K -900 -3%

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.