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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
KFA
2101
Kays Financial Advisory
Georgia
$320K +$30.8K +544 +11%
PL
2102
Parthenon LLC
Kentucky
$319K +$10.6K +188 +4%
LYV
2103
Live Your Vision
Pennsylvania
$317K +$22K +389 +8%
MAA
2104
Mraz Amerine & Associates
California
$316K -$11.3K -200 -4%
BCM
2105
Bienville Capital Management
New York
$316K -$566 -10 -0.2%
APW
2106
Acima Private Wealth
Virginia
$315K -$1.19K -21 -0.4%
NAM
2107
North American Management
Massachusetts
$315K
PGA
2108
Portland Global Advisors
Maine
$315K +$9.4K +166 +3%
Balyasny Asset Management
2109
Balyasny Asset Management
Illinois
$314K -$219K -3,860 -42%
ZCM
2110
Zebra Capital Management
Connecticut
$314K +$301K +5,317 New
CP
2111
Camelot Portfolios
Ohio
$313K +$300K +5,297 New
TA
2112
TMD & Associates
Arizona
$311K
GPWA
2113
Great Point Wealth Advisors
Massachusetts
$308K -$63.5K -1,122 -18%
CA
2114
Corrado Advisors
New Jersey
$307K +$57 +1 +0%
Rafferty Asset Management
2115
Rafferty Asset Management
New York
$307K +$294K +5,185 New
GTAM
2116
Global Trust Asset Management
Florida
$304K -$80.8K -1,427 -22%
JFA
2117
JNBA Financial Advisors
Minnesota
$304K -$4.98K -88 -2%
NCM
2118
Noesis Capital Mangement
Florida
$303K -$44.3K -782 -13%
SPI
2119
Santori & Peters Inc
Pennsylvania
$303K +$7.99K +141 +3%
LA
2120
Lau Associates
Delaware
$302K -$3.46K -61 -1%
SCM
2121
Silvant Capital Management
Georgia
$302K
AEPG
2122
American Economic Planning Group
New Jersey
$302K +$1.3K +23 +0.5%
AWCI
2123
Alpine Woods Capital Investors
New York
$301K
IAS
2124
IMA Advisory Services
Colorado
$301K +$77.9K +1,375 +37%
SAM
2125
Shikiar Asset Management
New York
$300K

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.