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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
AFA
2026
American Financial Advisors
Georgia
$382K -$2.04K -36 -0.6%
SFS
2027
Summit Financial Strategies
Ohio
$382K
GAM
2028
Gemmer Asset Management
California
$380K +$15.9K +281 +5%
KF
2029
Krilogy Financial
Missouri
$380K +$364K +6,435 New
CG
2030
CFO4Life Group
Texas
$378K -$22.7K -401 -6%
AIA
2031
AIMZ Investment Advisors
California
$378K -$5.66K -100 -2%
ECG
2032
Edge Capital Group
Georgia
$378K +$4.53K +80 +1%
PAG
2033
Pinnacle Advisory Group
Maryland
$378K +$11.3K +200 +3%
FNBSF
2034
First National Bank Sioux Falls
South Dakota
$377K
JF
2035
JSF Financial
California
$375K -$11.3K -200 -3%
BCA
2036
Berman Capital Advisors
Georgia
$374K +$51.3K +906 +17%
BCM
2037
Beck Capital Management
Texas
$373K -$41.1K -726 -10%
ANTB
2038
AMG National Trust Bank
Colorado
$369K +$60.4K +1,066 +21%
TW
2039
Towerpoint Wealth
California
$369K +$353K +6,235 New
PP
2040
PDS Planning
Ohio
$368K +$7.82K +138 +2%
CAGAS
2041
Capital Advisory Group Advisory Services
Minnesota
$368K +$40.8K +720 +13%
CG
2042
Cutler Group
California
$368K +$347K +6,127 +6,127%
WIS
2043
Wright Investors Service
Connecticut
$365K -$1.03M -18,193 -75%
PO
2044
Private Ocean
California
$365K -$7.25K -128 -2%
DI
2045
Diligent Investors
California
$365K
MC
2046
Miramar Capital
Illinois
$363K -$11.3K -200 -3%
AIP
2047
Almanack Investment Partners
Pennsylvania
$362K +$150K +2,655 +76%
WIC
2048
Whitegate Investment Counselors
New Hampshire
$360K -$31.9K -564 -8%
HWMG
2049
Hurlow Wealth Management Group
Indiana
$360K +$6.17K +109 +2%
HP
2050
HT Partners
Connecticut
$359K +$12.5K +220 +4%

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.