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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
CAL
2301
Capital Analysts LLC
Pennsylvania
$128K +$19.3K +340 +19%
JIP
2302
JBJ Investment Partners
South Carolina
$127K +$121K +2,144 New
BAMG
2303
Brand Asset Management Group
Missouri
$126K +$93.2K +1,646 +343%
VIM
2304
Veritas Investment Management
United Kingdom
$125K
CHP
2305
Cable Hill Partners
Oregon
$122K +$4.87K +86 +4%
SQA
2306
Simon Quick Advisors
New Jersey
$121K +$17K +300 +17%
WPA
2307
West Paces Advisors
Georgia
$117K
EARNEST Partners
2308
EARNEST Partners
Georgia
$115K
GWA
2309
Guidant Wealth Advisors
Illinois
$115K +$5.1K +90 +5%
BC
2310
Barnett & Company
Tennessee
$112K
MWC
2311
MKD Wealth Coaches
Michigan
$112K +$21.1K +373 +24%
SCA
2312
Stuart Chaussee & Associates
California
$110K
PRC
2313
Pearl River Capital
Michigan
$110K +$105K +1,848 New
GCA
2314
Genesee Capital Advisors
New York
$106K +$102K +1,795 New
DOA
2315
D'Orazio & Associates
Virginia
$99K +$7.42K +131 +9%
TVWM
2316
Tower View Wealth Management
Wisconsin
$86K +$793 +14 +1%
LWS
2317
Lucia Wealth Services
California
$86K +$46.8K +826 +130%
CI
2318
CX Institutional
Indiana
$85K +$42.5K +750 +109%
SFPIA
2319
Stevens First Principles Investment Advisors
California
$80K +$5.66K +100 +8%
AWM
2320
Arbor Wealth Management
Florida
$79K -$3.79K -67 -5%
LFG
2321
LifePlan Financial Group
Ohio
$79K -$340 -6 -0.4%
LFG
2322
Larson Financial Group
Missouri
$76K +$170 +3 +0.2%
W
2323
WealthOne
New York
$76K +$26.8K +473 +4%
BEI
2324
Benjamin Edwards Inc
Missouri
$71K +$68.2K +1,204 New
CJA
2325
C-J Advisory
California
$69K +$22.7K +400 +52%

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.