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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
RIA
1376
Realta Investment Advisors
Delaware
$1.63M +$1.55M +27,416 New
RM
1377
Resource Management
Louisiana
$1.62M +$25.4K +449 +2%
OA
1378
Oxbow Advisors
Texas
$1.62M +$43.9K +775 +3%
WIP
1379
Wellesley Investment Partners
Massachusetts
$1.61M -$109K -1,924 -7%
KJWM
1380
Kiley Juergens Wealth Management
Washington
$1.6M -$34.4K -608 -2%
GCIA
1381
Gabelli & Co Investment Advisers
New York
$1.6M
CWM
1382
Cornerstone Wealth Management
Missouri
$1.6M +$143K +2,518 +18%
KWM
1383
Kingsview Wealth Management
Oregon
$1.59M -$111K -1,966 -7%
AIP
1384
Ahrens Investment Partners
Louisiana
$1.59M -$109K -1,928 -7%
WI
1385
Wedgewood Investors
Pennsylvania
$1.59M
WIC
1386
Wilkins Investment Counsel
Massachusetts
$1.59M -$258K -4,550 -14%
WCM
1387
Whitener Capital Management
North Carolina
$1.59M +$434K +7,656 +40%
KLWA
1388
Kelly Lawrence W & Associates
California
$1.58M
III
1389
Independent Investors Inc
New York
$1.58M -$43.8K -774 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1390
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.58M -$21.6M -381,000 -93%
MCG
1391
MACRO Consulting Group
New Jersey
$1.57M -$73.6K -1,299 -5%
TA
1392
TFG Advisers
Michigan
$1.57M +$32K +565 +2%
WAAG
1393
Wealth Alliance Advisory Group
Kansas
$1.57M -$94K -1,659 -6%
SI
1394
SimpliFi Inc
California
$1.56M +$14.8K +261 +1%
PAM
1395
Premier Asset Management
Illinois
$1.55M +$6.06K +107 +0.4%
1WA
1396
180 Wealth Advisors
Washington
$1.55M -$86.1K -1,521 -5%
OAM
1397
Occidental Asset Management
California
$1.55M +$173K +3,057 +13%
SLF
1398
Sun Life Financial
Ontario, Canada
$1.54M -$772K -13,637 -34%
CCT
1399
Country Club Trust
Missouri
$1.54M -$620K -10,953 -30%
MBT
1400
Monroe Bank & Trust
Michigan
$1.54M -$25.9K -458 -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.