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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
First Manhattan
276
First Manhattan
New York
$36.7M -$756K -12,527 -2%
MML Investors Services
277
MML Investors Services
Massachusetts
$36.5M +$4.91M +81,323 +16%
SIA
278
Sit Investment Associates
Minnesota
$36.4M -$3.2M -53,125 -8%
DP
279
Dearborn Partners
Illinois
$36.4M +$4.06M +67,228 +13%
NSLI
280
Nan Shan Life Insurance
Taiwan
$36.3M -$71.4M -1,184,187 -67%
MSA
281
Mason Street Advisors
Wisconsin
$36.2M +$50.4K +835 +0.1%
CIC
282
Crawford Investment Counsel
Georgia
$36.1M +$2.17M +35,894 +7%
EDRH
283
Edmond de Rothschild Holding
Switzerland
$35.9M -$1.81M -29,991 -5%
PAG
284
Private Advisor Group
New Jersey
$35.8M +$1.03M +17,111 +3%
HNB
285
Huntington National Bank
Ohio
$35.4M -$495K -8,200 -1%
TAM
286
Trillium Asset Management
Massachusetts
$35.1M -$1.24M -20,631 -3%
ST
287
Sabal Trust
Florida
$34.7M +$472K +7,831 +1%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$34.5M
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$34.2M -$74.5M -1,234,495 -69%
MOACM
290
Mutual of America Capital Management
New York
$34.1M +$116K +1,915 +0.3%
KIA
291
KCM Investment Advisors
California
$34M +$637K +10,565 +2%
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$34M -$561K -9,305 -2%
UB
293
UMB Bank
Missouri
$33.9M +$808K +13,391 +2%
CFB
294
Cullen/Frost Bankers
Texas
$33.6M +$1.62M +26,933 +5%
Millennium Management
295
Millennium Management
New York
$33.4M -$12.4M -204,855 -27%
FIM
296
Frontier Investment Management
Texas
$33M +$950K +15,748 +3%
AR
297
Advisory Research
Illinois
$32.8M -$425K -7,048 -1%
Squarepoint
298
Squarepoint
New York
$32.3M +$6.2M +102,846 +24%
SAM
299
Sawgrass Asset Management
Florida
$32.3M -$51.6K -855 -0.2%
SDIC
300
South Dakota Investment Council
South Dakota
$32.2M -$7.95M -131,860 -20%

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.