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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
BFG
2376
Beacon Financial Group
Texas
$6.74K -$437K -7,711 -6%
TJHA
2377
Thomas J. Herzfeld Advisors
Florida
$6K
LFASL
2378
Lugano Financial Advisors SA (LFA)
Switzerland
$5K +$5.72K +101 New
Koshinski Asset Management
2379
Koshinski Asset Management
Illinois
$4.4K -$310K -5,473 -7%
DWA
2380
Dougherty Wealth Advisers
Minnesota
$4K
IAS
2381
INR Advisory Services
Pennsylvania
$4K
SGAM
2382
Smith Group Asset Management
Texas
$4K
OAJ
2383
Ogorek Anthony Joseph
New York
$3K
HIM
2384
Hillsdale Investment Management
Ontario, Canada
$3K +$849 +15 +38%
CIR
2385
Clear Investment Research
Georgia
$3K +$1.36K +24 +109%
PG
2386
Proffitt & Goodson
Tennessee
$3K +$2.49K +44 New
CT
2387
Chicago Trust
Illinois
$2.11K +$16.4K +290 +0.8%
JPLA
2388
Joseph P. Lucia & Associates
New York
$380 +$1.27M +22,468 New
TWM
2389
Titus Wealth Management
California
$299 +$2.83K +50 +1%
WA
2390
WP Advisors
California
$252 +$24.2K +427 New
SFFS
2391
Stonehage Fleming Financial Services
Jersey
$143
Holocene Advisors
2392
Holocene Advisors
New York
-$98.6M -1,752,964 Closed
Point72 Asset Management
2393
Point72 Asset Management
Connecticut
-$43.9M -774,355 Closed
SFM
2394
Soros Fund Management
New York
-$34.4M -612,315 Closed
JCM
2395
Junto Capital Management
New York
-$33.6M -597,798 Closed
Voloridge Investment Management
2396
Voloridge Investment Management
Florida
-$26.7M -475,403 Closed
DA
2397
Duality Advisers
Florida
-$23.1M -411,240 Closed
SCM
2398
Sandler Capital Management
New York
-$19.6M -348,857 Closed
UOC
2399
UBS O'Connor
Illinois
-$17M -301,700 Closed
HCM
2400
Hitchwood Capital Management
New York
-$16.9M -300,000 Closed

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.