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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
KTA
2076
Keeley-Teton Advisors
Illinois
$338K +$2.72K +48 +0.8%
BIA
2077
BHK Investment Advisors
Alabama
$338K +$40.3K +712 +14%
DSI
2078
Daiwa SB Investments
Japan
$338K +$274K +4,830 +549%
DI
2079
DFPG Investments
Utah
$337K +$3.34K +59 +1%
LB
2080
Legacy Bridge
Iowa
$336K +$19.3K +340 +6%
BFG
2081
Bouchey Financial Group
New York
$335K +$170 +3 +0.1%
TFO
2082
Tarbox Family Office
California
$335K +$1.19K +21 +0.4%
NED
2083
Nancy E. Dempze
$333K
BFA
2084
Brendel Financial Advisors
New Hampshire
$332K
KB
2085
Kimelman & Baird
New York
$332K
SW
2086
SlateStone Wealth
Florida
$331K +$28.7K +506 +10%
SHGA
2087
Sand Hill Global Advisors
California
$331K +$29.8K +527 +10%
PCM
2088
Perritt Capital Management
Illinois
$331K +$317K +5,592 New
HIS
2089
Harvest Investment Services
Illinois
$330K +$6.17K +109 +2%
MIFH
2090
Migdal Insurance & Financial Holdings
Israel
$330K +$164K +2,891 +107%
RGC
2091
Roberts, Glore & Co
Illinois
$329K -$59.9K -1,058 -16%
AMM
2092
American Money Management
California
$329K -$8.78K -155 -3%
SHWM
2093
Smith & Howard Wealth Management
Georgia
$328K -$10.6K -188 -3%
BCM
2094
Buckhead Capital Management
Georgia
$327K
PWAG
2095
Polaris Wealth Advisory Group
California
$326K -$690K -12,187 -69%
Dodge & Cox
2096
Dodge & Cox
California
$325K
DPI
2097
Diversified Portfolios Inc
Michigan
$324K
MAS
2098
Managed Account Services
Florida
$323K +$4.25K +75 +1%
QCI
2099
Quaker Capital Investments
Pennsylvania
$322K
WLIM
2100
White Lighthouse Investment Management
Massachusetts
$320K -$12.1K -214 -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.