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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.9B +$261M +4,603,414 +1%
BlackRock
2
BlackRock
New York
$18.4B +$688M +12,142,766 +4%
State Street
3
State Street
Massachusetts
$9.55B +$519M +9,157,944 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.12B -$243M -4,287,986 -3%
Capital Research Global Investors
5
Capital Research Global Investors
California
$4.09B -$1.31B -23,078,200 -25%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.73B -$60.9M -1,076,197 -2%
Capital World Investors
7
Capital World Investors
California
$3.66B -$414M -7,308,132 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.41B +$182M +3,213,280 +6%
Bank of America
9
Bank of America
North Carolina
$3.32B +$22.9M +404,156 +0.7%
Northern Trust
10
Northern Trust
Illinois
$3.13B +$73.5M +1,298,487 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.04B +$295M +5,200,393 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.02B -$361M -6,369,450 -11%
Norges Bank
13
Norges Bank
Norway
$2.66B +$104M +1,843,406 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.34B -$201M -3,543,807 -8%
Capital International Investors
15
Capital International Investors
California
$2.33B -$34.9M -615,948 -2%
Morgan Stanley
16
Morgan Stanley
New York
$1.91B -$296M -5,229,144 -14%
Wells Fargo
17
Wells Fargo
California
$1.73B -$41M -724,740 -2%
Charles Schwab
18
Charles Schwab
California
$1.55B +$90.5M +1,598,877 +7%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.5B +$130M +2,288,112 +10%
Ameriprise
20
Ameriprise
Minnesota
$1.39B -$10.2M -179,441 -0.8%
Goldman Sachs
21
Goldman Sachs
New York
$1.36B -$75.6M -1,335,350 -5%
Deutsche Bank
22
Deutsche Bank
Germany
$1.26B -$106M -1,876,097 -8%
Franklin Resources
23
Franklin Resources
California
$1.22B -$51.1M -901,775 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.13B +$67.1M +1,185,108 +7%
LSV Asset Management
25
LSV Asset Management
Illinois
$1.11B +$17.7M +312,350 +2%

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.