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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
ECA
1701
Elevated Capital Advisors
Utah
$832K +$828K +14,622 New
MCM
1702
Manchester Capital Management
Vermont
$830K +$72.3K +1,276 +10%
EWA
1703
ERTS Wealth Advisors
Michigan
$825K +$111K +1,964 +16%
FDS
1704
Freedom Day Solutions
Texas
$824K +$154K +2,722 +24%
QCIG
1705
Quad-Cities Investment Group
Iowa
$820K -$18.3K -323 -2%
SFWC
1706
Strategic Family Wealth Counselors
New Jersey
$820K +$26.7K +472 +4%
LA
1707
Legacy Advisors
Pennsylvania
$820K +$378K +6,673 +93%
PV
1708
Private Vista
Illinois
$819K -$74.4K -1,314 -9%
WA
1709
Wambolt & Associates
Colorado
$819K +$23.6K +417 +3%
SAM
1710
Seelaus Asset Management
New Jersey
$818K -$510K -9,004 -39%
GIA
1711
Gladstone Institutional Advisory
Florida
$816K +$22.5K +398 +3%
AB
1712
Atlas Brown
Kentucky
$815K +$18.6K +329 +2%
CAG
1713
Csenge Advisory Group
Florida
$813K -$549K -9,688 -41%
CAM
1714
ClariVest Asset Management
California
$810K +$22.5K +398 +3%
GA
1715
Gateway Advisory
New Jersey
$807K -$66.7K -1,177 -8%
BMM
1716
Buffington Mohr McNeal
Idaho
$803K +$9.97K +176 +1%
PSG
1717
Planning Solutions Group
Maryland
$802K +$53.3K +941 +7%
I2I
1718
Insight 2811 Inc
Illinois
$799K -$143K -2,518 -16%
KIA
1719
Kopp Investment Advisors
Minnesota
$796K +$3.29K +58 +0.4%
AFNAS
1720
American Financial Network Advisory Services
California
$794K -$92K -1,624 -11%
MHIM
1721
MacNealy Hoover Investment Management
Ohio
$789K -$11.9K -210 -2%
BCWM
1722
Blue Chip Wealth Management
Florida
$786K +$170 +3 +0%
DDC
1723
DF Dent & Co
Maryland
$784K +$115K +2,025 +18%
WFM
1724
Wolff Financial Management
Michigan
$783K +$57 +1 +0%
CA
1725
Continuum Advisory
Idaho
$779K -$36K -636 -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.