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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
FIA
1526
Foundations Investment Advisors
Arizona
$1.16M +$18.4K +325 +2%
MCM
1527
McKinley Capital Management
Alaska
$1.16M -$17.6K -311 -2%
JHCP
1528
Jackson Hole Capital Partners
Oklahoma
$1.16M +$28.6K +505 +3%
SG
1529
StoneX Group
New York
$1.16M +$277K +4,900 +33%
GIA
1530
Granite Investment Advisors
New Hampshire
$1.15M -$20.3K -359 -2%
NFG
1531
Nations Financial Group
Iowa
$1.15M -$129K -2,286 -11%
ST
1532
Spinnaker Trust
Maine
$1.15M -$23K -406 -2%
OFS
1533
Orrstown Financial Services
Pennsylvania
$1.15M +$18.8K +332 +2%
ATFA
1534
All Terrain Financial Advisors
Minnesota
$1.14M -$138K -2,434 -11%
IBOK
1535
Independence Bank of Kentucky
Kentucky
$1.14M +$7.93K +140 +0.7%
FFA
1536
First Foundation Advisors
California
$1.14M +$33.1K +584 +3%
PA
1537
PFG Advisors
Arizona
$1.14M -$232K -4,098 -17%
BCM
1538
Boltwood Capital Management
California
$1.13M +$10K +177 +0.9%
MIAS
1539
Mason Investment Advisory Services
Virginia
$1.13M +$1.08M +19,141 New
CPA
1540
Clear Perspective Advisors
Illinois
$1.13M -$75K -1,325 -6%
GWCM
1541
Godshalk Welsh Capital Management
Pennsylvania
$1.13M +$53K +935 +5%
TAM
1542
Taurus Asset Management
New York
$1.13M
RA
1543
RFG Advisory
Alabama
$1.13M +$335K +5,915 +45%
CAW
1544
Cornerstone Advisors (Washington)
Washington
$1.13M +$61K +1,078 +6%
BWA
1545
BDO Wealth Advisors
Florida
$1.12M +$76.9K +1,358 +8%
SAM
1546
SignalPoint Asset Management
Missouri
$1.12M +$7.42K +131 +0.7%
S
1547
Surevest
California
$1.12M +$257K +4,546 +32%
SCM
1548
Snow Capital Management
Pennsylvania
$1.12M +$85.2K +1,505 +9%
LIC
1549
Lodestar Investment Counsel
Illinois
$1.12M -$42.4K -749 -4%
CH
1550
Canton Hathaway
Rhode Island
$1.11M +$667K +11,775 +168%

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.