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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
GT
2326
Glenmede Trust
Pennsylvania
$66.7K -$14.2M -251,044 -18%
PCIA
2327
Prime Capital Investment Advisors
Kansas
$66K -$196K -3,454 -76%
SL
2328
Salomon & Ludwin
Virginia
$66K +$1.59K +28 +3%
ST
2329
Sageworth Trust
Pennsylvania
$66K +$61.8K +1,092 +5,460%
FCMT
2330
Founders Capital Management (Texas)
Texas
$63K
MCM
2331
MV Capital Management
Maryland
$60K -$19.7K -348 -25%
LPWM
2332
Lake Point Wealth Management
Texas
$54K -$828K -14,625 -94%
CIA
2333
Cascade Investment Advisors
Oregon
$52.2K -$8.49K -150 -15%
RCG
2334
Ruggie Capital Group
Florida
$52K -$231K -4,072 -82%
PW
2335
Price Wealth
Texas
$51K -$16.2K -286 -25%
WAM
2336
Westport Asset Management
Connecticut
$51K
IC
2337
Inscription Capital
Texas
$50K
CT
2338
Clearstead Trust
Maine
$49K
MFT
2339
Moisand Fitzgerald Tamayo
Florida
$48K -$45.3K -800 -50%
JG
2340
Jefferies Group
New York
$47K -$7.3M -128,907 -99%
HRC
2341
Hoertkorn Richard Charles
$47K
PCC
2342
Park Circle Company
Maryland
$47K
RA
2343
Rational Advisors
New York
$46K -$1.07M -18,819 -96%
MI
2344
Markston International
New York
$46K -$94.3K -1,666 -68%
PWM
2345
PRW Wealth Management
Massachusetts
$46K
WCM
2346
Wealthcare Capital Management
Virginia
$46K +$57 +1 +0.1%
SPL
2347
Smart Portfolios LLC
Washington
$45K
TCM
2348
TD Capital Management
Tennessee
$43K +$170 +3 +0.4%
RCM
2349
Requisite Capital Management
Texas
$42K +$40.1K +708 New
MS
2350
Mizuho Securities
Japan
$38K +$36.8K +650 New

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.