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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
BFPW
2201
BOK Financial Private Wealth
Colorado
$239K +$20K +354 +10%
SIS
2202
Sound Income Strategies
Florida
$238K -$170 -3 -0.1%
IWA
2203
Inspirion Wealth Advisors
Illinois
$238K
EPA
2204
Element Pointe Advisors
Florida
$238K +$5.66K +100 +3%
EA
2205
Elm Advisors
California
$237K -$9.23K -163 -4%
AAP
2206
Aristotle Atlantic Partners
Florida
$237K
SCA
2207
Stillwater Capital Advisors
Pennsylvania
$237K +$1.42K +25 +0.6%
CCA
2208
Clearwater Capital Advisors
Illinois
$236K
FA
2209
Financial Advantage
Maryland
$236K
SLA
2210
Silver Lake Advisory
Utah
$236K +$1.13K +20 +0.5%
RGIA
2211
Rainier Group Investment Advisory
Washington
$236K +$22.7K +401 +11%
MC
2212
MIG Capital
California
$236K +$226K +3,993 New
EI
2213
Ellevest Inc
New York
$235K +$5.38K +95 +2%
ML
2214
McAdam LLC
Pennsylvania
$234K +$224K +3,954 New
UCI
2215
Uncommon Cents Investing
Wisconsin
$232K
M
2216
Mirova
France
$232K +$66.1K +1,168 +43%
CCM
2217
Cox Capital Management
Massachusetts
$230K
IDA
2218
Intelligence Driven Advisers
California
$230K +$10.6K +188 +5%
AWMG
2219
Alliance Wealth Management Group
New Jersey
$229K -$21.8K -385 -9%
SIC
2220
Sigma Investment Counselors
Michigan
$229K +$219K +3,865 New
RWM
2221
RBA Wealth Management
California
$229K +$222K +3,912 New
FGAM
2222
Financial Gravity Asset Management
Texas
$228K +$218K +3,852 New
AIS
2223
AlphaOne Investment Services
Pennsylvania
$227K
AAS
2224
Annex Advisory Services
Wisconsin
$227K +$8.78K +155 +4%
RWG
2225
Regal Wealth Group
California
$226K +$1.13K +20 +0.5%

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.