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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
BCM
2276
Blume Capital Management
California
$190K +$2.6K +46 +1%
BL
2277
Balentine LLC
Georgia
$185K -$3.96K -70 -2%
AIM
2278
Arcadia Investment Management
Michigan
$183K -$17K -300 -9%
Credit Agricole
2279
Credit Agricole
France
$179K
ME
2280
McIlrath & Eck
Washington
$179K
CWA
2281
Clarus Wealth Advisors
Arizona
$175K +$963 +17 +0.6%
AIA
2282
Alera Investment Advisors
Illinois
$168K -$141K -2,488 -47%
LJHT
2283
Laurie J. Hall Trustee
$166K -$28.1K -496 -15%
HWM
2284
Holloway Wealth Management
Florida
$162K
SWP
2285
Strategic Wealth Partners
Ohio
$162K +$7.76K +137 +5%
CWM
2286
Cedar Wealth Management
California
$158K -$4.7K -83 -3%
CFA
2287
Camarda Financial Advisors
Florida
$157K +$26.7K +472 +22%
AP
2288
Atwood & Palmer
Missouri
$154K -$5.95K -105 -4%
TIM
2289
Tortoise Investment Management
New York
$150K +$15.2K +269 +12%
LWA
2290
Lowe Wealth Advisors
Maryland
$149K
FC
2291
Ferris Capital
Massachusetts
$144K +$2.44K +43 +2%
CA
2292
Crewe Advisors
Utah
$140K +$66.3K +1,170 +98%
HFM
2293
Harvest Fund Management
China
$139K -$238K -4,208 -64%
APSP
2294
Asset Planning Services (Pennsylvania)
Pennsylvania
$139K
CAL
2295
Capital Advisors Ltd
Ohio
$139K
SAS
2296
Stelac Advisory Services
New York
$136K
CPA
2297
Cowen Prime Advisors
New York
$134K
EWM
2298
Elmwood Wealth Management
California
$132K
LWM
2299
Lenox Wealth Management
Ohio
$131K +$41.5K +732 +49%
POIA
2300
Pin Oak Investment Advisors
Texas
$128K -$19.5K -344 -14%

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.