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2,373 hedge funds and large institutions have $158B invested in Verizon in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,147 increasing their positions, 908 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.15B

26% more repeat investments, than reductions

Existing positions increased: 1,147 | Existing positions reduced: 908

23% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 84

0.16% less ownership

Funds ownership: 67%66.84% (-0.16%)

1% less funds holding

Funds holding: 2,3882,373 (-15)

3% less capital invested

Capital invested by funds: $163B → $158B (-$5.27B)

19% less funds holding in top 10

Funds holding in top 10: 219178 (-41)

Holders
2,373
Holders Change
-15
Holders Change %
-0.63%
% of All Funds
51.54%
Holding in Top 10
178
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-18.72%
% of All Funds
3.87%
New
103
Increased
1,147
Reduced
908
Closed
84
Calls
$1.52B
Puts
$1.15B
Net Calls
+$370M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
KB
2176
Kimelman & Baird
New York
$257K -$64.8K -1,125 -20%
EPP
2177
ETF Portfolio Partners
Kansas
$257K
RW
2178
REDW Wealth
New Mexico
$257K +$115 +2 +0%
SAM
2179
SP Asset Management
California
$255K +$864 +15 +0.3%
QCI
2180
Quaker Capital Investments
Pennsylvania
$254K -$57.6K -1,000 -18%
SICM
2181
Sustainable Insight Capital Management
New York
$254K -$34.6K -600 -12%
BCA
2182
Biltmore Capital Advisors
New Jersey
$254K +$256K +4,444 New
WAG
2183
Winthrop Advisory Group
Massachusetts
$253K +$50.1K +869 +24%
OLA
2184
Oliver Luxxe Assets
New Jersey
$252K -$2.71M -47,077 -92%
FAM
2185
Fenimore Asset Management
New York
$251K
SAM
2186
Smithbridge Asset Management
Pennsylvania
$251K
EI
2187
Ellevest Inc
New York
$250K +$23.3K +405 +10%
GAM
2188
Gould Asset Management
California
$250K +$252K +4,375 New
BWFA
2189
Baltimore-Washington Financial Advisors
Maryland
$250K +$253K +4,385 New
BRA
2190
Bender Robert & Associates
California
$249K -$17.3K -300 -6%
TCM
2191
Towercrest Capital Management
Pennsylvania
$249K -$14.5K -252 -5%
TIM
2192
Total Investment Management
Arizona
$249K +$691 +12 +0.3%
HIM
2193
Hanlon Investment Management
New Jersey
$248K -$2.46M -42,777 -91%
VNB
2194
Virginia National Bank
Virginia
$248K -$191K -3,308 -43%
CL
2195
CSS LLC
Illinois
$246K
TPW
2196
Tiller Private Wealth
Pennsylvania
$245K -$5.76K -100 -2%
EGWAG
2197
Elwood & Goetz Wealth Advisory Group
Georgia
$244K
SWK
2198
Stephen W. Kidder
$243K
QCM
2199
Quadrant Capital Management
New Jersey
$241K -$32.8K -569 -12%
DI
2200
DFPG Investments
Utah
$240K -$83.3K -1,445 -25%

VZ Hedge Fund Activity: Q2 2019 in Review

2,373 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2019, worth a combined $158B — down 3.2% from $163B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VZ positions and 84 closed out — a net gain of 19 holders — while 1,147 added to existing stakes and 908 trimmed.

The largest buyer was Nuveen, adding an estimated $1.68B. The largest seller was Capital Research Global Investors, cutting an estimated $1.9B.

  • 2,373 institutional investors held Verizon (VZ) as of Q2 2019, down from 2,388 in Q1 2019.
  • Funds reported $158B of Verizon stock for Q2 2019, down 3.2% quarter-over-quarter.
  • 103 funds opened new Verizon positions in Q2 2019 and 84 closed out, a net change of +19 holders.
  • The largest Verizon buyer in Q2 2019 was Nuveen, an estimated $1.68B added.
  • The largest Verizon seller in Q2 2019 was Capital Research Global Investors, an estimated $1.9B sold.

Based on aggregated 13F filings for Q2 2019.