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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
GPA
2251
Guidance Point Advisors
Massachusetts
$210K -$3.96K -70 -2%
KLCM
2252
KG&L Capital Management
Louisiana
$210K +$201K +3,549 New
KFS
2253
Kelly Financial Services
Massachusetts
$209K +$201K +3,542 New
GGI
2254
Godsey & Gibb Inc
Virginia
$209K +$200K +3,535 New
EFL
2255
ERn Financial LLC
Wisconsin
$209K +$204K +3,611 New
NWS
2256
Newport Wealth Strategies
California
$208K -$19.8K -350 -9%
GWAG
2257
Garrett Wealth Advisory Group
Texas
$208K +$199K +3,509 New
AC
2258
Addison Capital
Pennsylvania
$208K +$199K +3,514 New
WA
2259
Waverly Advisors
Alabama
$208K +$199K +3,519 New
SIA
2260
Starfire Investment Advisers
Michigan
$208K +$200K +3,524 New
TI
2261
Truepoint Inc
Ohio
$207K -$10.4K -183 -5%
OAM
2262
Oberweis Asset Management
Illinois
$207K +$198K +3,500 New
BDF
2263
Black Diamond Financial
Maryland
$206K -$72.2K -1,275 -27%
SSA
2264
South Street Advisors
New York
$205K +$196K +3,467 New
NQWM
2265
Northwest Quadrant Wealth Management
Oregon
$205K +$197K +3,477 New
FC
2266
Fulcrum Capital
Washington
$204K +$195K +3,445 New
BFIC
2267
Bedell Frazier Investment Counselling
California
$204K +$196K +3,454 New
SCM
2268
Shelton Capital Management
Colorado
$203K -$8.23M -145,322 -92%
SMG
2269
Smart Money Group
Texas
$202K +$193K +3,413 New
SWM
2270
Segment Wealth Management
Texas
$202K +$194K +3,424 New
FWM
2271
Fairhaven Wealth Management
Illinois
$201K +$192K +3,393 New
BA
2272
Ballew Advisors
Mississippi
$201K +$200K +3,530 New
SGA
2273
Strategic Global Advisors
California
$200K -$571K -10,090 -75%
SMFS
2274
Squar Milner Financial Services
California
$198K +$14.3K +253 +8%
HAG
2275
HighPoint Advisor Group
Illinois
$191K +$7.08K +125 +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.