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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
RJA
51
Raymond James & Associates
Florida
$551M -$12.5M -219,899 -2%
Prudential Financial
52
Prudential Financial
New Jersey
$544M -$51M -899,754 -9%
ClearBridge Investments
53
ClearBridge Investments
New York
$533M +$40.3M +711,742 +9%
O
54
OppenheimerFunds
New York
$515M +$94M +1,660,463 +24%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$506M -$6.81M -120,265 -1%
EVM
56
Eaton Vance Management
Massachusetts
$496M +$108K +1,915 +0%
Barrow, Hanley, Mewhinney & Strauss
57
Barrow, Hanley, Mewhinney & Strauss
Texas
$495M -$14.6M -258,027 -3%
AIG
58
American International Group
New York
$484M -$15.2M -269,147 -3%
Barclays
59
Barclays
United Kingdom
$472M +$57.7M +1,019,291 +15%
Allianz Asset Management
60
Allianz Asset Management
Germany
$452M -$15.9M -280,287 -4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$444M -$9.26M -163,540 -2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$429M -$1.24M -21,925 -0.3%
CSIA
63
Charles Schwab Investment Advisory
California
$429M +$7.18M +126,728 +2%
AL
64
AJO LP
Pennsylvania
$399M -$14.2M -251,135 -4%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$386M +$175K +3,096 +0%
CS
66
Credit Suisse
Switzerland
$365M -$29.4M -518,995 -8%
AAMU
67
Amundi Asset Management US
Massachusetts
$355M -$5.6M -98,848 -2%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$348M +$50M +883,025 +18%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$339M +$36.5M +644,992 +13%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$339M +$34.1M +602,896 +12%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$331M +$202K +3,562 +0.1%
Canada Life
72
Canada Life
Manitoba, Canada
$325M +$35.5M +626,920 +13%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$306M +$136K +2,400 +0%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$297M +$20.6M +363,026 +8%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$293M +$15.7M +277,954 +6%

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.