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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
RG
1301
Rikoon Group
New Mexico
$1.86M +$292K +5,160 +20%
NPP
1302
New Potomac Partners
Maryland
$1.86M -$203K -3,585 -10%
PVWM
1303
Point View Wealth Management
New Jersey
$1.85M +$87K +1,536 +5%
SXL
1304
Summit X LLC
Missouri
$1.85M +$589K +10,405 +50%
FNC
1305
First National Corp
Massachusetts
$1.85M -$1.93K -34 -0.1%
ED
1306
Exane Derivatives
France
$1.85M +$340 +6 +0%
GWM
1307
Greenwich Wealth Management
Connecticut
$1.85M -$111K -1,957 -6%
PCA
1308
Peddock Capital Advisors
Massachusetts
$1.85M +$115K +2,038 +7%
WFMPM
1309
Woodley Farra Manion Portfolio Management
Indiana
$1.85M +$24.9K +440 +1%
ROTUOC
1310
Regents of the University of California
California
$1.84M +$1M +17,735 +100%
HCM
1311
Horrell Capital Management
Arkansas
$1.84M +$7.82K +138 +0.4%
DBRC
1312
D.B. Root & Company
Pennsylvania
$1.83M -$9K -159 -0.5%
RMDI
1313
R.M. Davis Inc
Maine
$1.83M -$62.3K -1,100 -3%
SFSG
1314
Stearns Financial Services Group
North Carolina
$1.83M -$198K -3,497 -10%
CC
1315
Cognios Capital
Kansas
$1.82M -$2.25M -39,750 -56%
YWP
1316
YorkBridge Wealth Partners
New York
$1.82M +$215K +3,794 +14%
ACM
1317
Alethea Capital Management
Washington
$1.82M +$1.74M +30,727 New
PWA
1318
Providence Wealth Advisors
Illinois
$1.81M +$34K +600 +2%
GFA
1319
Gifford Fong Associates
California
$1.81M
BPC
1320
Banque Pictet & Cie
Switzerland
$1.8M +$142K +2,500 +9%
AQA
1321
Alpha Quant Advisors
Texas
$1.8M -$109K -1,918 -6%
IP
1322
Intellectus Partners
California
$1.8M +$536K +9,464 +45%
CHA
1323
Carmichael Hill & Associates
Maryland
$1.78M -$4.64K -82 -0.3%
AC
1324
Alexandria Capital
Virginia
$1.78M -$22.3K -394 -1%
FSA
1325
Fort Sheridan Advisors
Illinois
$1.78M +$156K +2,755 +10%

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.