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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
MWM
1451
Modera Wealth Management
New Jersey
$1.39M +$145K +2,566 +12%
GA
1452
Greytown Advisors
Florida
$1.38M -$43.9K -775 -3%
FLI
1453
Family Legacy Inc
South Carolina
$1.38M -$9.29K -164 -0.7%
MWP
1454
MYCIO Wealth Partners
Pennsylvania
$1.38M -$29K -512 -2%
ADMI
1455
Albert D. Mason Inc
Massachusetts
$1.37M +$21K +370 +2%
BWM
1456
BigSur Wealth Management
Florida
$1.37M
JFL
1457
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.37M +$302K +5,333 +30%
SAMC
1458
Spectrum Asset Management (California)
California
$1.36M +$306K +5,400 +31%
UC
1459
Unio Capital
New Jersey
$1.35M +$56.6K +1,000 +5%
BP
1460
Ballentine Partners
Massachusetts
$1.35M -$35.5K -626 -3%
CK
1461
Cohen Klingenstein
New York
$1.35M
VR
1462
Viridian RIA
Washington
$1.35M +$23.8K +420 +2%
PPP
1463
Private Portfolio Partners
New Jersey
$1.35M +$37K +653 +3%
SHA
1464
Seneca House Advisors
Virginia
$1.34M -$40.9K -723 -3%
FCB
1465
First Command Bank
Texas
$1.34M +$217K +3,838 +20%
FCFS
1466
First Command Financial Services
Texas
$1.34M +$217K +3,838 +20%
GKWIM
1467
Gerber Kawasaki Wealth & Investment Management
California
$1.34M +$428K +7,559 +50%
ICM
1468
IMS Capital Management
Oregon
$1.33M
SDAM
1469
Shulman DeMeo Asset Management
New York
$1.33M +$94.5K +1,668 +8%
BOC
1470
Barbara Oil Co
Illinois
$1.33M
MSFP
1471
Mark Sheptoff Financial Planning
Connecticut
$1.32M +$4.64K +82 +0.4%
BA
1472
Bennicas & Associates
California
$1.32M -$17K -300 -1%
WHG
1473
Westwood Holdings Group
Texas
$1.32M -$2.27M -40,080 -64%
VC
1474
Vicus Capital
Pennsylvania
$1.31M -$44.2K -780 -3%
QCG
1475
Quadrant Capital Group
Ohio
$1.31M +$564K +9,964 +79%

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.