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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
SC
826
Sawyer & Company
Massachusetts
$4.72M +$3.12K +55 +0.1%
KA
827
Kintegral Advisory
New York
$4.67M +$1.02M +18,090 +30%
BFA
828
Benedict Financial Advisors
Georgia
$4.66M +$360K +6,364 +9%
PWP
829
Private Wealth Partners
California
$4.65M +$319K +5,635 +8%
IC
830
Intersect Capital
California
$4.65M -$35.3K -624 -0.8%
WJA
831
Williams Jones & Associates
New York
$4.64M +$23.1K +408 +0.5%
MPAM
832
Murphy Pohlad Asset Management
Minnesota
$4.64M +$118K +2,090 +3%
BG
833
Bahl & Gaynor
Ohio
$4.63M -$6K -106 -0.1%
B
834
Barings
North Carolina
$4.6M -$929K -16,400 -17%
SFS
835
Strategic Financial Services
New York
$4.6M -$36.6K -646 -0.8%
Rockefeller Capital Management
836
Rockefeller Capital Management
New York
$4.58M +$3.25M +57,434 +288%
AAMA
837
Advanced Asset Management Advisors
Ohio
$4.57M +$1.31M +23,084 +43%
FNBOMD
838
First National Bank of Mount Dora
Florida
$4.53M -$139K -2,452 -3%
CAM
839
Columbia Asset Management
Michigan
$4.53M +$67.7K +1,195 +2%
LCP
840
Legacy Capital Partners
Wisconsin
$4.51M +$62.6K +1,105 +1%
NEAM
841
New England Asset Management
Connecticut
$4.51M +$172K +3,030 +4%
DAS
842
Dynamic Advisor Solutions
Arizona
$4.5M -$1.76M -31,136 -29%
BOTW
843
Bank of the West
California
$4.45M -$252K -4,451 -6%
AIM
844
Assured Investment Management
New York
$4.45M +$2.32M +40,957 +120%
CB
845
Cadence Bank
Mississippi
$4.44M +$8.55K +151 +0.2%
SSWM
846
Smith Salley Wealth Management
North Carolina
$4.44M -$152K -2,681 -3%
WWM
847
Western Wealth Management
Colorado
$4.43M +$809K +14,292 +24%
TMAM
848
Tokio Marine Asset Management
Japan
$4.42M +$303K +5,356 +8%
EWA
849
Exencial Wealth Advisors
Oklahoma
$4.42M -$11.3K -199 -0.3%
WAS
850
WESPAC Advisors SoCal
California
$4.41M +$4.15M +73,350 +5,959%

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.