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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
EWM
1876
Endurance Wealth Management
Rhode Island
$555K -$20.2K -356 -4%
CWG
1877
Cornerstone Wealth Group
North Carolina
$555K +$532K +9,390 New
SIC
1878
Shoker Investment Counsel
Ohio
$554K -$71K -1,253 -12%
NGA
1879
Naples Global Advisors
Florida
$553K +$22K +388 +4%
PFO
1880
Pathstone Family Office
New Jersey
$551K +$525K +9,266 +24,384%
BOS
1881
Bingham Osborn & Scarborough
California
$549K -$43K -760 -8%
EM
1882
ELCO Management
New York
$549K -$28K -495 -5%
ACA
1883
Aptus Capital Advisors
Alabama
$548K +$525K +9,277 New
GBBWRPM
1884
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$547K -$251K -4,439 -32%
CAG
1885
Crestwood Advisors Group
Massachusetts
$545K +$294K +5,191 +129%
HS
1886
HighVista Strategies
Massachusetts
$544K +$221K +3,900 +74%
DIM
1887
DC Investments Management
Virginia
$541K
PFM
1888
Peak Financial Management
Massachusetts
$540K +$18.7K +331 +4%
CFA
1889
Capstone Financial Advisors
Illinois
$540K +$58.2K +1,027 +13%
CCM
1890
Consolidated Capital Management
California
$539K -$5.15K -91 -1%
CAM
1891
Cidel Asset Management
Ontario, Canada
$539K +$516K +9,111 New
AI
1892
Accredited Investors
Minnesota
$534K +$35.8K +633 +8%
OFW
1893
Omnia Family Wealth
Florida
$532K -$142K -2,516 -22%
CCG
1894
Chatham Capital Group
Georgia
$532K
Verition Fund Management
1895
Verition Fund Management
Connecticut
$532K +$510K +9,000 New
WC
1896
Whitnell & Co
Illinois
$529K
PFM
1897
Parsec Financial Management
North Carolina
$525K -$124K -2,197 -20%
AAM
1898
AMI Asset Management
California
$525K +$18.1K +319 +4%
JLBC
1899
J.L. Bainbridge & Co
Florida
$524K -$23.5K -415 -4%
IF
1900
IRON Financial
Illinois
$524K +$72.8K +1,286 +17%

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.