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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
TFA
2451
Transamerica Financial Advisors
Florida
-$296K -5,250 Closed
BPM
2452
Bronson Point Management
Connecticut
-$281K -5,000 Closed
IP
2453
Isthmus Partners
Wisconsin
-$279K -4,961 Closed
MIH
2454
Meitav Investment House
Israel
-$268K -4,844 Closed
VSWA
2455
Vontobel Swiss Wealth Advisors
Switzerland
-$263K -4,675 Closed
FBFS
2456
First Business Financial Services
Wisconsin
-$255K -4,530 Closed
HCC
2457
Hirtle Callaghan & Co
Pennsylvania
-$253K -4,500 Closed
BA
2458
Bristlecone Advisors
Washington
-$243K -4,331 Closed
FLII
2459
First Long Island Investors
New York
-$238K -4,242 Closed
DI
2460
DAGCO Inc
Ohio
-$229K -4,081 Closed
CWM
2461
Cahaba Wealth Management
Georgia
-$224K -3,991 Closed
BHTS
2462
Bar Harbor Trust Services
Maine
-$215K -3,820 Closed
CSM
2463
CAMG Solamere Management
North Carolina
-$208K -3,719 Closed
BWA
2464
BlueSky Wealth Advisors
North Carolina
-$214K -3,712 Closed
SMM
2465
Stadion Money Management
Georgia
-$202K -3,594 Closed
SGS
2466
Sterling Global Strategies
California
-$189K -3,356 Closed
HCA
2467
Heck Capital Advisors
Wisconsin
-$166K -2,955 Closed
ECM
2468
EII Capital Management
New York
-$131K -2,325 Closed
HIIFS
2469
Harel Insurance Investments & Financial Services
Israel
-$117K -2,090 Closed
PVH
2470
Psagot Value Holdings
Israel
-$92K -1,640 Closed
SIA
2471
SeaBridge Investment Advisors
New Jersey
-$57K -1,018 Closed
Berkshire Hathaway
2472
Berkshire Hathaway
Nebraska
-$52K -928 Closed
TWMP
2473
Taylor Wealth Management Partners
Massachusetts
-$51K -900 Closed
JWM
2474
Janiczek Wealth Management
Colorado
-$37K -654 Closed
BCM
2475
Brasada Capital Management
Texas
-$33K -583 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.