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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
CIS
1476
Capital International Sarl
California
$1.31M
MYIA
1477
Mount Yale Investment Advisors
Colorado
$1.3M +$91.3K +1,612 +8%
FFC
1478
First Financial Corp
Indiana
$1.3M -$5.66K -100 -0.5%
BOS
1479
Bank of Stockton
California
$1.3M +$17.6K +310 +1%
MWA
1480
Meridian Wealth Advisors
Texas
$1.3M +$78.4K +1,385 +7%
VWA
1481
V Wealth Advisors
Kansas
$1.29M +$109K +1,925 +9%
AFA
1482
Abacus FCF Advisors
Florida
$1.29M +$59.1K +1,043 +5%
WCM
1483
Wunderlich Capital Managemnt
Tennessee
$1.29M +$28.5K +503 +2%
QCMC
1484
Quantum Capital Management (California)
California
$1.28M +$3.23K +57 +0.3%
ACA
1485
Atlas Capital Advisors
Wyoming
$1.28M +$164K +2,896 +15%
SCP
1486
Syntal Capital Partners
Texas
$1.27M +$184K +3,253 +18%
RWA
1487
Ropes Wealth Advisors
Massachusetts
$1.27M -$66.8K -1,179 -5%
RFA
1488
Reilly Financial Advisors
California
$1.27M +$3.23K +57 +0.3%
BFO
1489
Biltmore Family Office
North Carolina
$1.27M
HI
1490
Harrington Investments
California
$1.26M +$24.6K +435 +2%
IIC
1491
Integrated Investment Consultants
Michigan
$1.26M -$392K -6,928 -25%
MVA
1492
Mount Vernon Associates
Maryland
$1.26M
WTB
1493
Washington Trust Bank
Washington
$1.25M -$197K -3,480 -14%
BCM
1494
Birmingham Capital Management
Alabama
$1.25M -$28.3K -500 -2%
DC
1495
DeDora Capital
California
$1.25M -$171K -3,017 -12%
OIA
1496
OneDigital Investment Advisors
Kansas
$1.25M -$108K -1,909 -8%
FMB
1497
Field & Main Bank
Kentucky
$1.25M +$1.2M +21,182 New
TWI
1498
Thomas White International
Illinois
$1.25M
HPCM
1499
High Pointe Capital Management
Illinois
$1.25M +$254K +4,490 +27%
PH
1500
Pinnacle Holdings
Oklahoma
$1.25M -$2.89K -51 -0.2%

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.