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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
SIG
2151
Sargent Investment Group
Maryland
$283K +$271K +4,785 New
RIS
2152
Retirement Income Solutions
Michigan
$282K +$20.2K +356 +8%
BBA
2153
Braun-Bostich & Associates
Pennsylvania
$282K +$207K +3,663 +329%
OWP
2154
Obermeyer Wealth Partners
Colorado
$281K -$31.3K -552 -10%
HCM
2155
Hilton Capital Management
New York
$281K +$3.17K +56 +1%
Cohen & Steers
2156
Cohen & Steers
New York
$280K -$72.9K -1,288 -21%
ACP
2157
Aviance Capital Partners
Florida
$280K -$3.06K -54 -1%
WANY
2158
Wealthspire Advisors (New York)
New York
$280K +$11.3K +200 +4%
CS
2159
Cannell & Spears
New York
$279K
SSG
2160
Summit Securities Group
New York
$278K -$514K -9,079 -66%
DDPIC
2161
Deroy & Devereaux Private Investment Counsel
Michigan
$277K
BRA
2162
Bender Robert & Associates
California
$276K
FA
2163
Financial Advisors
Massachusetts
$275K -$45K -794 -15%
WAM
2164
Winslow Asset Management
Ohio
$275K
LC
2165
Landaas & Company
Wisconsin
$274K -$7.02K -124 -3%
LIM
2166
Loudon Investment Management
New Hampshire
$273K -$272K -4,800 -51%
MUS
2167
Mitsubishi UFJ Securities
Japan
$273K -$4.53K -80 -2%
TCM
2168
Towercrest Capital Management
Pennsylvania
$272K -$21.8K -385 -8%
CA
2169
Callahan Advisors
Texas
$272K +$261K +4,603 New
VBFP
2170
Valtinson Bruner Financial Planning
Minnesota
$268K +$57 +1 +0%
SBL
2171
Sargent Bickham Lagudis
Colorado
$267K +$16.2K +286 +7%
EPP
2172
ETF Portfolio Partners
Kansas
$266K
RW
2173
REDW Wealth
New Mexico
$266K +$31.3K +552 +14%
MFW
2174
Meristem Family Wealth
Minnesota
$264K +$849 +15 +0.3%
TFGT
2175
TS Financial Group (TSFG)
Illinois
$264K +$253K +4,461 New

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.