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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
PCFFS
1901
Pacific Center for Financial Services
California
$523K -$14.6K -257 -3%
FC
1902
Financial Consulate
Maryland
$521K -$11K -195 -2%
CASB
1903
Cape Ann Savings Bank
Massachusetts
$521K
JHP
1904
James Hambro & Partners
United Kingdom
$520K
RTC
1905
Riverview Trust Company
Washington
$517K +$40.2K +709 +9%
GWS
1906
Glassman Wealth Services
Virginia
$517K +$70.3K +1,241 +17%
WorldQuant Millennium Advisors
1907
WorldQuant Millennium Advisors
New York
$517K +$165K +2,918 +50%
BSG
1908
Black Swift Group
Colorado
$517K +$496K +8,750 New
SC
1909
Scholtz & Company
Connecticut
$516K +$494K +8,730 New
NAM
1910
NorthCoast Asset Management
Connecticut
$514K -$1.76M -31,096 -78%
MA
1911
MCF Advisors
Kentucky
$513K -$94.9K -1,676 -16%
PMFA
1912
Plante Moran Financial Advisors
Michigan
$513K +$122K +2,151 +33%
MCM
1913
McRae Capital Management
New Jersey
$509K +$30.3K +535 +7%
GCMG
1914
Gyroscope Capital Management Group
Florida
$507K -$141K -2,498 -22%
OCM
1915
One Capital Management
California
$506K -$148K -2,611 -23%
WG
1916
Winton Group
United Kingdom
$499K -$50.7K -896 -10%
CWM
1917
Confluence Wealth Management
Oregon
$496K +$19.3K +341 +4%
EWM
1918
Empirical Wealth Management
Washington
$496K +$126K +2,224 +36%
RC
1919
Reik & Co
New York
$495K
HCM
1920
Hollencrest Capital Management
California
$495K +$3K +53 +0.6%
CMBA
1921
C.M. Bidwell & Associates
Hawaii
$494K -$350K -6,175 -42%
GWM
1922
GSB Wealth Management
Connecticut
$493K
IC
1923
Investment Counsel
Michigan
$489K
AFC
1924
AFT Forsyth & Company
Florida
$488K +$19.8K +350 +4%
PGAM
1925
Princeton Global Asset Management
New Jersey
$488K +$328K +5,800 +236%

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.