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2,617 hedge funds and large institutions have $170B invested in Verizon in 2019 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 1,194 increasing their positions, 891 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 312 | Existing positions closed: 60

34% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 891

9% more funds holding

Funds holding: 2,4012,617 (+216)

5% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.37B

2% more capital invested

Capital invested by funds: $166B → $170B (+$4.04B)

0.37% more ownership

Funds ownership: 66.6%66.97% (+0.37%)

15% less funds holding in top 10

Funds holding in top 10: 227192 (-35)

Holders
2,617
Holders Change
+216
Holders Change %
+9%
% of All Funds
51.56%
Holding in Top 10
192
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-15.42%
% of All Funds
3.78%
New
312
Increased
1,194
Reduced
891
Closed
60
Calls
$1.43B
Puts
$1.37B
Net Calls
+$65.3M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
RNC Capital Management
California
$44.2M +$1.24M +20,487 +3%
HTC
252
Haverford Trust Company
Pennsylvania
$44.1M -$440K -7,300 -1%
MAM
253
Madison Asset Management
Wisconsin
$44.1M +$43.3M +717,627 New
MWNA
254
Marshall Wace North America
New York
$43.7M +$15.9M +263,038 +59%
SC
255
Scotia Capital
Ontario, Canada
$43.1M +$2.23M +36,915 +6%
VDI
256
Vaughan David Investments
Illinois
$43.1M -$17.1K -284 -0%
PR
257
Payden & Rygel
California
$42.5M -$193K -3,200 -0.5%
MA
258
MUFG Americas
New York
$42M -$167K -2,765 -0.4%
FCI
259
Financial Counselors Inc
Kansas
$41.7M +$1.23M +20,340 +3%
BAMF
260
BI Asset Management Fondsmaeglerselskab
Denmark
$41.7M -$1.76M -29,245 -4%
Connor, Clark & Lunn Investment Management (CC&L)
261
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$41.5M -$6.08M -100,743 -13%
Flossbach Von Storch
262
Flossbach Von Storch
Germany
$41.4M -$3.03M -50,232 -7%
Man Group
263
Man Group
United Kingdom
$41.3M -$44.8M -742,338 -52%
QI
264
QS Investors
New York
$40.6M +$2.14M +35,443 +6%
BG
265
Bollard Group
Massachusetts
$40.2M +$820K +13,598 +2%
DnB Asset Management
266
DnB Asset Management
Norway
$39.2M -$13.7M -226,882 -26%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$38.9M -$587K -9,726 -2%
AB
268
Amalgamated Bank
New York
$38.6M +$2.77M +45,945 +8%
MLICM
269
Metropolitan Life Insurance Company (MetLife)
New York
$38.6M +$800K +13,257 +2%
MSE
270
MUFG Securities EMEA
United Kingdom
$38.5M -$16.8M -278,000 -31%
MGIM
271
M&G Investment Management
United Kingdom
$38.1M +$37.6M +624,100 New
11A
272
10-15 Associates
New York
$37.6M -$60.9K -1,010 -0.2%
Marshall Wace
273
Marshall Wace
United Kingdom
$37.6M +$25M +413,956 +209%
OC
274
Oppenheimer & Co
New York
$37.5M +$1.75M +29,005 +5%
Creative Planning
275
Creative Planning
Kansas
$36.7M +$954K +15,821 +3%

VZ Hedge Fund Activity: Q4 2019 in Review

2,617 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2019, worth a combined $170B — up 2.4% from $166B a quarter earlier.

Buyers outnumbered sellers: 312 funds opened new VZ positions and 60 closed out — a net gain of 252 holders — while 1,194 added to existing stakes and 891 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $715M. The largest seller was Bank of America, cutting an estimated $562M.

  • 2,617 institutional investors held Verizon (VZ) as of Q4 2019, up from 2,401 in Q3 2019.
  • Funds reported $170B of Verizon stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 312 funds opened new Verizon positions in Q4 2019 and 60 closed out, a net change of +252 holders.
  • The largest Verizon buyer in Q4 2019 was Parnassus Investments, an estimated $715M added.
  • The largest Verizon seller in Q4 2019 was Bank of America, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2019.