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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
CNB
1976
Camden National Bank
Maine
$439K +$7.82K +138 +2%
ACG
1977
Allen Capital Group
Nebraska
$438K +$44.9K +792 +12%
BWA
1978
Burt Wealth Advisors
Maryland
$435K -$24.1K -425 -5%
SCM
1979
Smith Capital Management
Arkansas
$435K +$85K +1,501 +26%
WFPG
1980
Waller Financial Planning Group
Ohio
$434K -$2.1K -37 -0.5%
JWA
1981
JFS Wealth Advisors
Pennsylvania
$433K -$7.76K -137 -2%
JGIA
1982
Jackson Grant Investment Advisers
Connecticut
$429K +$2.15K +38 +0.5%
SWM
1983
Selective Wealth Management
Virginia
$429K +$411K +7,251 New
SBWIC
1984
Schaper Benz & Wise Investment Counsel
Wisconsin
$428K +$48.1K +850 +13%
GCAC
1985
Guardian Capital Advisors (Canada)
Ontario, Canada
$427K
KS
1986
Karpas Strategies
Connecticut
$427K +$8.78K +155 +2%
FSCM
1987
Front Street Capital Management
Montana
$422K
BPA
1988
Beacon Pointe Advisors
California
$421K +$9.63K +170 +2%
CF
1989
Corrigan Financial
Rhode Island
$415K +$165K +2,907 +71%
SFP
1990
Shepherd Financial Partners
Massachusetts
$415K -$4.08K -72 -1%
SRC
1991
Sage Rhino Capital
California
$415K +$397K +7,012 New
NPPM
1992
North Point Portfolio Managers
Ohio
$414K
TF
1993
Trek Financial
Arizona
$414K +$150K +2,640 +61%
LC
1994
Loews Corp
New York
$413K
LRPA
1995
L. Roy Papp & Associates
Arizona
$411K +$20.7K +366 +6%
RP
1996
Rowlandmiller & Partners
Georgia
$409K
DW
1997
Domani Wealth
Pennsylvania
$409K +$1.7K +30 +0.4%
TCM
1998
Tradewinds Capital Management
Washington
$409K +$1.76K +31 +0.5%
GC
1999
Garde Capital
Washington
$408K -$1.22M -21,602 -76%
CWM
2000
Campbell Wealth Management
Virginia
$407K -$89.9K -1,588 -19%

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.