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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
LD
1426
Lipe & Dalton
New York
$1.46M -$1.19M -20,955 -46%
ACM
1427
Ashford Capital Management
Delaware
$1.46M +$1.01M +17,830 +258%
NFC
1428
Northeast Financial Consultants
Connecticut
$1.46M -$49.2K -868 -3%
CRIG
1429
Charter Research & Investment Group
Connecticut
$1.45M +$28.3K +500 +2%
FNBOSM
1430
First National Bank of South Miami
Florida
$1.45M -$15.8K -279 -1%
CL
1431
Choreo LLC
Illinois
$1.45M +$16.3K +288 +1%
FCA
1432
FLC Capital Advisors
California
$1.45M +$211K +3,731 +18%
AF
1433
AMG Funds
Connecticut
$1.44M +$93.5K +1,651 +7%
CWM
1434
Circle Wealth Management
New Jersey
$1.43M -$1.08K -19 -0.1%
BJL
1435
Brighton Jones LLC
Washington
$1.43M -$247K -4,363 -15%
PWLP
1436
Prio Wealth Limited Partnership
Massachusetts
$1.43M +$11.2K +198 +0.8%
TA
1437
TCG Advisors
Texas
$1.43M +$626K +11,052 +84%
PIMG
1438
Patriot Investment Management Group
Tennessee
$1.43M +$1.37M +24,110 New
ARMT
1439
Amica Retiree Medical Trust
Rhode Island
$1.42M
SBSB
1440
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.42M -$19.7K -348 -1%
PFGIA
1441
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$155K +2,745 +13%
NG
1442
Northstar Group
New York
$1.41M -$4.13K -73 -0.3%
WIA
1443
Wealthstreet Investment Advisors
Texas
$1.41M -$123K -2,171 -8%
TC
1444
Truvestments Capital
Florida
$1.41M +$1.35M +23,805 New
KFC
1445
Klingenstein Fields & Co
New York
$1.41M +$8.1K +143 +0.6%
BBI
1446
Baxter Bros Inc
Connecticut
$1.41M -$118K -2,083 -8%
JFG
1447
Jefferies Financial Group
New York
$1.4M +$1.34M +23,706 New
FFN
1448
Focus Financial Network
Minnesota
$1.4M +$1.34M +23,662 New
PIM
1449
Profit Investment Management
Maryland
$1.4M
CS
1450
Comerica Securities
Michigan
$1.39M -$568K -10,021 -30%

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.