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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
MMG
1601
Monetary Management Group
Missouri
$1.01M +$24.1K +425 +3%
APC
1602
Aspire Private Capital
North Carolina
$1.01M -$145K -2,565 -13%
CNC
1603
Citizens & Northern Corp
Pennsylvania
$1.01M -$18.7K -331 -2%
RBFC
1604
Roman Butler Fullerton & Co
Missouri
$1.01M +$125K +2,203 +15%
BFM
1605
Boothbay Fund Management
New York
$1M +$958K +16,921 New
PCM
1606
Perkins Capital Management
Minnesota
$999K -$184K -3,250 -16%
PG
1607
Patten Group
Tennessee
$999K +$27.5K +486 +3%
CAC
1608
Certified Advisory Corp
Florida
$999K +$76.8K +1,356 +9%
RCA
1609
Rowland Carmichael Advisors
Arizona
$997K -$89.6K -1,583 -9%
AWM
1610
Affinity Wealth Management
Delaware
$994K
OWA
1611
Outlook Wealth Advisors
Texas
$994K +$691K +12,201 +264%
NERM
1612
New England Research & Management
Illinois
$992K +$595K +10,500 +167%
FBC
1613
Fairfield, Bush & Co
Connecticut
$990K -$5.66K -100 -0.6%
MC
1614
Mathes Company
New York
$989K -$51.3K -905 -5%
NSB
1615
Norway Savings Bank
Maine
$989K +$11.7K +207 +1%
BPWA
1616
Beacon Pointe Wealth Advisors
California
$989K +$133K +2,342 +16%
IFS
1617
Ifrah Financial Services
Arkansas
$987K -$566 -10 -0.1%
IWS
1618
Insight Wealth Strategies
California
$983K +$53.6K +946 +6%
CAM
1619
Cozad Asset Management
Illinois
$980K -$7.82K -138 -0.8%
FPS
1620
Fieldpoint Private Securities
Connecticut
$976K +$46.6K +823 +5%
MWM
1621
Merriman Wealth Management
Washington
$975K -$56.8K -1,003 -6%
CA
1622
Cornerstone Advisory
Maryland
$973K +$42.4K +748 +5%
CFA
1623
Cahill Financial Advisors
Minnesota
$972K -$12.8K -226 -1%
SA
1624
Sicart Associates
New York
$967K
BLA
1625
Balter Liquid Alternatives
Massachusetts
$965K +$74.2K +1,310 +9%

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.