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
RIA
1276
Regal Investment Advisors
Michigan
$1.95M +$216K +3,814 +13%
WCM
1277
Washington Capital Management
Washington
$1.95M -$159K -2,800 -8%
TPWA
1278
TRUE Private Wealth Advisors
Oregon
$1.95M -$9K -159 -0.5%
CAM
1279
Covenant Asset Management
New Jersey
$1.95M -$57.9K -1,023 -3%
ICP
1280
Ironvine Capital Partners
Nebraska
$1.94M
MGIA
1281
Moneta Group Investment Advisors
Missouri
$1.94M +$11.7K +207 +0.6%
CA
1282
Calton & Associates
Florida
$1.93M +$126K +2,225 +7%
EHWM
1283
Eads & Heald Wealth Management
Georgia
$1.92M +$26.1K +460 +1%
PA
1284
Probity Advisors
Texas
$1.92M +$8.55K +151 +0.5%
PCA
1285
Providence Capital Advisors
North Carolina
$1.91M +$20.7K +366 +1%
NNP
1286
Nachman Norwood & Parrott
South Carolina
$1.91M -$1.81K -32 -0.1%
WA
1287
WBH Advisory
Maryland
$1.9M -$19.8K -350 -1%
MC
1288
Martin & Co
Tennessee
$1.9M +$12.5K +220 +0.7%
FHA
1289
First Horizon Advisors
Tennessee
$1.9M -$2.15K -38 -0.1%
TWA
1290
TCI Wealth Advisors
Arizona
$1.9M -$85.6K -1,512 -4%
BCM
1291
BTR Capital Management
California
$1.9M +$19.3K +340 +1%
BWP
1292
Bernardo Wealth Planning
Pennsylvania
$1.89M +$26.3K +465 +1%
TWM
1293
Torch Wealth Management
Ohio
$1.89M +$4.3K +76 +0.2%
BW
1294
Bison Wealth
Georgia
$1.88M +$155K +2,729 +9%
TH
1295
TCTC Holdings
Texas
$1.88M +$24.1K +425 +1%
PM
1296
Penbrook Management
New York
$1.88M +$32.6K +575 +2%
AAM
1297
AR Asset Management
California
$1.87M
IWA
1298
Intercontinental Wealth Advisors
Texas
$1.87M -$258K -4,564 -13%
CF
1299
Copperwynd Financial
Arizona
$1.86M +$1.25M +22,025 +233%
IFWM
1300
Institute for Wealth Management
Colorado
$1.86M -$611K -10,787 -26%

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.