We are live on ! Find out more

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
CTC
426
Central Trust Company
Missouri
$15.8M -$218K -3,841 -1%
SCM
427
SKBA Capital Management
California
$15.8M -$1.41M -24,900 -9%
II
428
IFM Investors
Australia
$15.8M +$1.57M +27,726 +12%
Mercer Global Advisors
429
Mercer Global Advisors
Colorado
$15.7M +$15M +265,139 New
RMA
430
Roffman Miller Associates
Pennsylvania
$15.7M -$446K -7,883 -3%
BSA
431
Braun Stacey Associates
New York
$15.7M +$815K +14,390 +6%
FT
432
Fiduciary Trust
Massachusetts
$15.4M -$438K -7,735 -3%
ANI
433
American National Insurance
Texas
$15.4M
DA
434
Denali Advisors
California
$15.4M -$7.29M -128,700 -33%
SC
435
SouthState Corp
Florida
$15.3M +$3.47M +61,226 +31%
HC
436
Henshaw Capital
Massachusetts
$15.2M
SIM
437
Sentry Investment Management
Wisconsin
$15.1M +$3.25M +57,344 +29%
MAM
438
Meeder Asset Management
Ohio
$15.1M -$76.6K -1,352 -0.5%
MSR
439
Main Street Research
Connecticut
$15M +$404K +7,137 +3%
CCM
440
Callodine Capital Management
Massachusetts
$14.9M +$5.52M +97,500 +63%
HAI
441
Hennessy Advisors Inc
California
$14.9M -$510K -9,008 -3%
Luther King Capital Management (LKCM)
442
Luther King Capital Management (LKCM)
Texas
$14.8M +$1.81M +32,000 +15%
MYAM
443
Meiji Yasuda Asset Management
Japan
$14.8M -$523K -9,243 -4%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$14.7M +$3.81M +67,358 +37%
AC
445
Allstate Corporation
Illinois
$14.6M -$5.22M -92,213 -27%
GI
446
GAMCO Investors
Connecticut
$14.6M +$2.33M +41,183 +20%
ACM
447
Aviance Capital Management
Florida
$14.5M -$4.93M -87,114 -26%
NSAM
448
North Star Asset Management
Wisconsin
$14.4M +$7.7K +136 +0.1%
GMI
449
Greystone Managed Investments
Saskatchewan, Canada
$14.4M -$674K -11,894 -5%
BB
450
Busey Bank
Illinois
$14.4M -$45.3K -800 -0.3%

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.