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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
NAS
1801
Nicolet Advisory Services
Wisconsin
$655K +$627K +11,076 New
QI
1802
Qtron Investments
Massachusetts
$652K
CCM
1803
Chilton Capital Management
Texas
$652K +$81.5K +1,440 +15%
NJBEST
1804
New Jersey Better Educational Savings Trust
New Jersey
$650K +$283K +5,000 +83%
SI
1805
SCP Investment
California
$650K +$623K +11,000 New
GG
1806
GenWealth Group
New Jersey
$648K +$793 +14 +0.1%
CBFP
1807
Cedar Brook Financial Partners
Ohio
$645K +$14.6K +257 +2%
PFBT
1808
Parkside Financial Bank & Trust
Missouri
$645K +$73.5K +1,298 +14%
PAS
1809
Partnervest Advisory Services
California
$641K -$738K -13,025 -55%
NPF
1810
Norris Perne & French
Michigan
$640K -$8.49K -150 -1%
SDWIA
1811
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K -$4.42K -78 -0.7%
BFC
1812
Blue Fin Capital
Rhode Island
$638K +$2.44K +43 +0.4%
JPMIA
1813
J.P. Marvel Investment Advisors
Massachusetts
$635K
AWA
1814
Acorn Wealth Advisors
Michigan
$635K +$340 +6 +0.1%
HR
1815
Howe & Rusling
New York
$634K +$95.7K +1,690 +19%
LMAM
1816
Legg Mason Asset Management
Japan
$633K -$96.3K -1,700 -14%
BMCM
1817
Bryn Mawr Capital Management
Pennsylvania
$633K +$257K +4,536 +73%
LIA
1818
LBMC Investment Advisors
Tennessee
$631K -$108K -1,899 -15%
SCG
1819
Sonata Capital Group
Washington
$630K
WA
1820
Winfield Associates
Ohio
$629K +$68K +1,200 +13%
DAC
1821
Dividend Assets Capital
South Carolina
$626K +$12.7K +225 +2%
SCI
1822
Stableford Capital II
Arizona
$625K -$41.3K -730 -6%
ACP
1823
Aveo Capital Partners
Colorado
$624K +$43.7K +771 +8%
WCG
1824
Weaver Consulting Group
California
$621K +$626K +11,059 New
WA
1825
Wealth Architects
California
$620K -$4.59K -81 -0.8%

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.