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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
SAM
2176
SP Asset Management
California
$263K +$7.08K +125 +3%
LWM
2177
Liberty Wealth Management
California
$260K -$9.57K -169 -4%
SAM
2178
Smithbridge Asset Management
Pennsylvania
$260K
FAM
2179
Fenimore Asset Management
New York
$260K +$39.6K +699 +19%
TPW
2180
Tiller Private Wealth
Pennsylvania
$259K
FDCC
2181
Foster Dykema Cabot & Co
Massachusetts
$259K +$15.9K +280 +7%
CFG
2182
Cooper Financial Group
California
$257K -$24.4K -430 -9%
AW
2183
Alpha Windward
Massachusetts
$256K +$283 +5 +0.1%
TIM
2184
Total Investment Management
Arizona
$256K +$3.62K +64 +1%
TVAMP
2185
Tennessee Valley Asset Management Partners
Tennessee
$256K +$17.3K +306 +8%
FFG
2186
Ford Financial Group
California
$255K +$245K +4,320 New
CL
2187
CSS LLC
Illinois
$254K
SWK
2188
Stephen W. Kidder
$253K
EGWAG
2189
Elwood & Goetz Wealth Advisory Group
Georgia
$252K -$510 -9 -0.2%
SLWS
2190
Swaine & Leidel Wealth Services
Florida
$250K +$239K +4,221 New
DIM
2191
Delta Investment Management
California
$248K -$16.1K -284 -6%
DIA
2192
Davidson Investment Advisors
Montana
$247K -$10.2K -180 -4%
PWS
2193
Paragon Wealth Strategies
Florida
$244K +$234K +4,134 New
NWM
2194
Northwest Wealth Management
Iowa
$243K -$15.2K -268 -6%
BCIM
2195
Bishop & Co Investment Management
Pennsylvania
$243K +$340 +6 +0.1%
CG
2196
Corundum Group
Colorado
$240K -$392K -6,929 -63%
WIA
2197
World Investment Advisors
California
$240K -$296K -5,222 -56%
CCP
2198
Cardan Capital Partners
Colorado
$240K
RMSCM
2199
R.M. Sincerbeaux Capital Management
New York
$240K
IGGA
2200
Iron Gate Global Advisors
Utah
$240K +$232K +4,095 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.