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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
PCAP
1551
Pratt Collard Advisory Partners
New York
$1.1M -$18.9K -334 -2%
SGK
1552
Steigerwald Gordon & Koch
Virginia
$1.1M -$27.4K -484 -3%
CII
1553
Capital International Inc
California
$1.09M -$142K -2,500 -12%
KAS
1554
Kemnay Advisory Services
New York
$1.09M -$69.4K -1,225 -6%
PB
1555
Pinnacle Bancorp
Nebraska
$1.09M -$53.5K -945 -5%
BIM
1556
Baldwin Investment Management
Pennsylvania
$1.09M +$5.66K +100 +0.5%
ARM
1557
Adirondack Research & Management
New York
$1.09M -$27.8K -491 -3%
DMK
1558
David M. Knott
$1.08M
LAIC
1559
Lederer & Associates Investment Counsel
California
$1.08M +$62.6K +1,105 +6%
WWM
1560
Windsor Wealth Management
Indiana
$1.08M -$10.5K -186 -1%
CC
1561
Cannell & Co
New York
$1.08M -$1.55M -27,423 -60%
RCM
1562
RB Capital Management
Nevada
$1.08M +$76.1K +1,343 +8%
ARMC
1563
American Research & Management Company
Massachusetts
$1.08M +$169K +2,991 +20%
BAM
1564
Blueshift Asset Management
New Jersey
$1.08M +$538K +9,502 +109%
GEA
1565
Glen Eagle Advisors
New Jersey
$1.08M +$207K +3,647 +25%
LC
1566
LCNB Corp
Ohio
$1.07M -$11.9K -211 -1%
CGL
1567
Clarius Group LLC
Washington
$1.07M +$502K +8,871 +96%
PL
1568
Plancorp LLC
Missouri
$1.07M +$106K +1,864 +11%
MAM
1569
Mastrapasqua Asset Management
Tennessee
$1.07M -$89.4K -1,578 -8%
SIC
1570
Salem Investment Counselors
North Carolina
$1.07M -$20.7K -365 -2%
TFCM
1571
Taylor Frigon Capital Management
Arizona
$1.06M -$43.9K -775 -4%
AIM
1572
Avity Investment Management
Connecticut
$1.06M -$7.47K -132 -0.7%
FA
1573
FCG Advisors
New Jersey
$1.06M +$26.6K +469 +3%
SWM
1574
Stockman Wealth Management
Montana
$1.06M -$31.6K -558 -3%
FMWA
1575
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$45.3K +800 +5%

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.