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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
VCM
2001
Virtue Capital Management
Tennessee
$407K -$34.1K -603 -8%
FSC
2002
Full Sail Capital
Oklahoma
$407K +$121K +2,140 +45%
IFAM
2003
Institutional & Family Asset Management
Colorado
$406K -$101K -1,792 -21%
JC
2004
Jentner Corp
Ohio
$406K
PCMC
2005
Paragon Capital Management (Colorado)
Colorado
$406K
LBD
2006
Landsberg Bennett & Dubbaneh
Florida
$404K -$23.5K -415 -6%
RAM
2007
Riggs Asset Management
Pennsylvania
$404K +$64.9K +1,146 +20%
BFG
2008
Barber Financial Group
Kansas
$403K -$66.5K -1,174 -15%
ECM
2009
Exchange Capital Management
Michigan
$402K -$1.33M -23,490 -78%
HCM
2010
Huber Capital Management
California
$402K
AAM
2011
Aureus Asset Management
Massachusetts
$401K +$10.8K +191 +3%
LC
2012
Lourd Capital
California
$397K -$1.62M -28,563 -81%
GD
2013
Grandfield & Dodd
New York
$397K
TCM
2014
Traynor Capital Management
Pennsylvania
$396K +$30.9K +545 +9%
PFA
2015
Pettinga Financial Advisors
Indiana
$396K +$57.3K +1,012 +18%
PWM
2016
Paulson Wealth Management
Illinois
$395K +$11.2K +197 +3%
Fiera Capital (Canada)
2017
Fiera Capital (Canada)
Quebec, Canada
$395K +$67.3K +1,188 +22%
HHGA
2018
Halbert Hargrove Global Advisors
California
$394K -$17.5K -309 -4%
HCMNY
2019
Howard Capital Management (New York)
New York
$392K -$11.6K -204 -3%
MA
2020
MONECO Advisors
Connecticut
$392K +$56.9K +1,004 +18%
VFP
2021
Verus Financial Partners
Virginia
$390K -$63.5K -1,122 -15%
AWM
2022
Aries Wealth Management
Maine
$388K +$49.6K +875 +15%
GAB
2023
German American Bancorp
Indiana
$385K +$19.3K +340 +6%
KP
2024
Keel Point
Alabama
$385K +$37.8K +668 +11%
WAS
2025
Winch Advisory Services
Wisconsin
$383K +$44.5K +785 +14%

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.