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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
JGUA
2051
John G. Ullman & Associates
New York
$359K +$77.9K +1,376 +29%
MKC
2052
M. Kraus & Co
Vermont
$358K +$24.8K +438 +8%
BCM
2053
Becker Capital Management
Oregon
$358K +$103K +1,818 +43%
SFG
2054
StrategIQ Financial Group
Indiana
$357K -$51K -900 -13%
FA
2055
Fiducient Advisors
Illinois
$357K
HIS
2056
Horizon Investment Services
Indiana
$357K +$11.2K +197 +3%
SPC
2057
Stewart & Patten Company
California
$356K
CCM
2058
Community Capital Management
Florida
$355K -$167K -2,950 -33%
CP
2059
Cumberland Partners
Ontario, Canada
$355K -$104K -1,833 -23%
PCM
2060
Poehling Capital Management
Wisconsin
$355K +$1.13K +20 +0.3%
DK
2061
Darrell & King
Virginia
$353K
LF
2062
Lee Financial
Texas
$353K +$75.2K +1,328 +29%
FTI
2063
Fiduciary Trust International
Massachusetts
$352K -$7.82K -138 -2%
Arrowstreet Capital
2064
Arrowstreet Capital
Massachusetts
$350K -$38M -671,141 -99%
CAAS
2065
Capital Asset Advisory Services
Michigan
$350K +$5.66K +100 +2%
FI
2066
Fosun International
China
$350K +$336K +5,925 New
HFA
2067
High Falls Advisors
New York
$349K -$28.1K -496 -8%
PAM
2068
Peak Asset Management
Colorado
$349K
HFA
2069
Huber Financial Advisors
Illinois
$348K +$124K +2,194 +60%
AC
2070
Avestar Capital
New York
$345K -$21.1K -373 -6%
RWML
2071
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$344K +$98.4K +1,737 +43%
ACM
2072
AlphaStar Capital Management
North Carolina
$344K -$65.1K -1,150 -16%
GFS
2073
GYL Financial Synergies
Connecticut
$340K -$8.21K -145 -2%
IIA
2074
IPG Investment Advisors
California
$339K -$25.8K -455 -7%
W
2075
Wealthquest
Ohio
$339K -$2.15K -38 -0.7%

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.