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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
SG
1851
Swarthmore Group
Pennsylvania
$591K -$7.32M -129,300 -93%
CPC
1852
Cookson Peirce & Co
Pennsylvania
$591K -$569K -10,040 -50%
PFC
1853
Phocas Financial Corp
California
$590K -$13K -230 -2%
SAA
1854
Southeast Asset Advisors
Georgia
$590K +$1.25K +22 +0.2%
CNAM
1855
Campbell Newman Asset Management
Wisconsin
$589K
QAM
1856
Q3 Asset Management
Michigan
$588K -$101K -1,787 -15%
FAT
1857
First American Trust
California
$587K -$11.3K -200 -2%
HEIP
1858
Hudson Edge Investment Partners
New Jersey
$585K +$5.1K +90 +0.9%
PGWM
1859
Parisi Gray Wealth Management
New Jersey
$584K -$5.27K -93 -0.9%
ORI
1860
Oak Ridge Investments
Illinois
$581K
SCM
1861
Stellar Capital Management
Arizona
$581K +$2.27K +40 +0.4%
HCM
1862
Harvest Capital Management
New Hampshire
$580K +$238K +4,200 +75%
ACM
1863
Adalta Capital Management
New York
$579K
WDL
1864
Well Done LLC
Michigan
$578K -$3.29K -58 -0.6%
TW
1865
TrinityPoint Wealth
Connecticut
$578K +$87.8K +1,551 +19%
MPIA
1866
Mountain Pacific Investment Advisers
Idaho
$573K
VCM
1867
Versant Capital Management
Arizona
$569K -$37.7K -665 -6%
GAM
1868
Garrison Asset Management
Arkansas
$568K
EF
1869
Empirical Finance
Pennsylvania
$568K +$127K +2,237 +30%
DCM
1870
Dimension Capital Management
Florida
$565K +$849 +15 +0.2%
CAM
1871
Congress Asset Management
Massachusetts
$564K -$101K -1,786 -16%
DLHL
1872
Donald L. Hagan LLC
Florida
$562K +$65.2K +1,152 +14%
Tudor Investment Corp
1873
Tudor Investment Corp
Connecticut
$561K -$3.29M -58,101 -86%
WI
1874
Wintrust Investments
Illinois
$557K -$25K -442 -4%
FWM
1875
Foresight Wealth Management
Utah
$556K +$10.5K +186 +2%

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.