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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
NFG
1676
Nadler Financial Group
Illinois
$883K +$906 +16 +0.1%
HL
1677
HeadInvest LLC
Maine
$882K -$845K -14,924 -50%
GAM
1678
GQ Asset Management
New York
$882K +$845K +14,920 New
WP
1679
WMS Partners
Maryland
$881K -$32.7K -578 -4%
MLIC
1680
Mandatum Life Insurance Company
Finland
$876K -$145K -2,554 -15%
FWP
1681
FAS Wealth Partners
Kansas
$874K -$19.5K -344 -2%
TRIM
1682
Thompson Rubinstein Investment Management
Oregon
$874K
NEPWA
1683
New England Private Wealth Advisors
Massachusetts
$874K +$340 +6 +0%
WGA
1684
Weather Gauge Advisory
Virginia
$867K +$15.7K +277 +2%
Pzena Investment Management
1685
Pzena Investment Management
New York
$867K +$185K +3,261 +29%
BAM
1686
Brave Asset Management
New Jersey
$865K -$3.17K -56 -0.4%
HGWM
1687
Harvest Group Wealth Management
Massachusetts
$864K -$19K -336 -2%
SP
1688
Successful Portfolios
Florida
$863K +$61.7K +1,089 +8%
SSA
1689
Schonfeld Strategic Advisors
New York
$863K +$827K +14,600 New
JA
1690
JOYN Advisors
Georgia
$861K -$81K -1,431 -9%
SP
1691
Sarasin & Partners
United Kingdom
$861K -$2.83K -50 -0.3%
GPA
1692
Garrison Point Advisors
California
$855K
BWAM
1693
Boyd Watterson Asset Management
Ohio
$855K +$72.9K +1,287 +10%
TIA
1694
Tiemann Investment Advisors
California
$854K +$105K +1,850 +15%
OC
1695
Oakworth Capital
Alabama
$853K -$10.4K -183 -1%
TL
1696
TrueWealth LLC
Georgia
$852K -$82.2K -1,451 -9%
SC
1697
Searle & Co
Connecticut
$851K +$21.2K +375 +3%
CIA
1698
CSat Investment Advisory
Michigan
$848K +$30.1K +531 +4%
WCF
1699
West Coast Financial
California
$846K -$41.6K -735 -5%
CAN
1700
Claraphi Advisory Network
United States
$835K -$54.4K -961 -6%

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.