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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
LPC
2351
Loeb Partners Corp
New York
$37K -$568K -10,025 -94%
NCM
2352
Next Capital Management
New York
$37K
SHIM
2353
Stone House Investment Management
Pennsylvania
$36K +$34.4K +607 New
CWM
2354
Cranbrook Wealth Management
Michigan
$35K
HS
2355
Horan Securities
United States
$34K -$14.9K -263 -31%
CIM
2356
Contravisory Investment Management
Massachusetts
$34K +$32.2K +568 New
SA
2357
SRH Advisors
Kansas
$32K
AWMS
2358
Advocacy Wealth Management Services
Georgia
$30K -$43K -759 -60%
WF
2359
WealthTrust Fairport
Ohio
$30K +$8.1K +143 +40%
CFD
2360
Creative Financial Designs
Indiana
$29K -$5.04K -89 -15%
NCM
2361
New Capital Management
Texas
$28K +$113 +2 +0.4%
MAM
2362
Magellan Asset Management
Australia
$26K
CF
2363
Centaurus Financial
California
$25K +$12.9K +227 +18%
ACA
2364
Anchor Capital Advisors
Massachusetts
$23.3K -$990K -17,474 -4%
IF
2365
Ironwood Financial
Arizona
$23K
PCM
2366
Prelude Capital Management
New York
$21K +$20K +354 New
TFA
2367
Toth Financial Advisory
Virginia
$17K -$8.72K -154 -35%
KL
2368
KWMG LLC
Kansas
$17K +$113 +2 +0.7%
OWA
2369
One Wealth Advisors
California
$16K +$15.7K +278 New
AFIA
2370
America First Investment Advisors
Nebraska
$15K
SHJ
2371
Sharkey, Howes & Javer
Colorado
$15K
FFW
2372
Fusion Family Wealth
New York
$11K -$91.9K -1,623 -90%
WCMN
2373
Westchester Capital Management (Nebraska)
Nebraska
$10K
IDBONY
2374
Israel Discount Bank of New York
New York
$9K
LGWM
2375
Litman Gregory Wealth Management
California
$7K

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.