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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
CB
151
Cooke & Bieler
Pennsylvania
$111M +$5.88M +103,892 +6%
PAM
152
Panagora Asset Management
Massachusetts
$110M -$3.5M -61,756 -3%
HCM
153
Hamlin Capital Management
New York
$110M -$5.27M -93,112 -5%
RFC
154
Regions Financial Corp
Alabama
$105M -$6.01M -106,109 -6%
EIC
155
Equity Investment Corp
Georgia
$104M -$6.09M -107,542 -6%
MHI
156
Miller Howard Investments
New York
$102M +$3.12M +55,166 +3%
SLAM
157
Swiss Life Asset Management
$99.9M +$30.6M +540,361 +47%
BTS
158
BB&T Securities
Virginia
$98.7M +$2.01M +35,551 +2%
ACI
159
AMP Capital Investors
Australia
$97.7M +$10M +176,568 +12%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$97.6M -$4.86M -85,843 -5%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$97.5M +$8.45M +149,249 +10%
VRS
162
Virginia Retirement Systems
Virginia
$96.4M -$5.44M -96,000 -6%
MWNA
163
Marshall Wace North America
New York
$95.1M +$86.9M +1,535,329 +2,107%
M&T Bank
164
M&T Bank
New York
$94M -$991K -17,497 -1%
SAM
165
Silvercrest Asset Management
New York
$93.7M -$776K -13,706 -0.9%
FMI
166
Factory Mutual Insurance
Massachusetts
$92.9M +$215K +3,800 +0.2%
DPIM
167
Duff & Phelps Investment Management
Illinois
$91.5M +$56.6K +1,000 +0.1%
Calamos Advisors
168
Calamos Advisors
Illinois
$89.9M +$243K +4,285 +0.3%
CIP
169
Cornerstone Investment Partners
Georgia
$88.2M -$1.93M -33,993 -2%
AI
170
Ariel Investments
Illinois
$85.1M -$1.32M -23,341 -2%
PP
171
Prudential plc
United Kingdom
$84.1M -$7.36M -130,045 -8%
NIPH
172
NN Investment Partners Holdings
Netherlands
$83.7M +$25.8M +455,332 +47%
CWM
173
CIBC World Markets
New York
$83M +$9.78M +172,607 +14%
BCIM
174
British Columbia Investment Management
British Columbia, Canada
$79.9M -$21M -371,298 -22%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$79.4M +$2.78M +49,145 +4%

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.