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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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$32M -$962K -15,954 -3%
SI
302
Stephens Inc
Arkansas
$31.7M +$418K +6,936 +1%
CTA
303
Carillon Tower Advisers
Florida
$31M +$3.61M +59,880 +13%
DILIC
304
Dai-ichi Life Insurance Company
Japan
$30.3M -$3.49M -57,925 -10%
WG
305
Welch Group
Alabama
$30.2M +$337K +5,586 +1%
ERSOT
306
Employees Retirement System of Texas
Texas
$29.9M
CFC
307
Cincinnati Financial Corp
Ohio
$29.9M
AIM
308
Achmea Investment Management
Netherlands
$29.8M +$2.75M +45,539 +10%
CC
309
Cornerstone Capital
California
$29.7M +$1.97M +32,679 +7%
PTC
310
Philadelphia Trust Company
Pennsylvania
$29.6M -$548K -9,083 -2%
JCM
311
Janney Capital Management
Pennsylvania
$29.6M -$1.25M -20,742 -4%
Mariner
312
Mariner
Kansas
$29.2M +$3.38M +56,083 +13%
HCM
313
Heathbridge Capital Management
Ontario, Canada
$29.2M +$103K +1,700 +0.4%
FP
314
Foundry Partners
Minnesota
$29.1M +$1.37M +22,770 +5%
BF
315
BOK Financial
Oklahoma
$28.9M +$2.85M +47,220 +11%
WSFS
316
Wilmington Savings Fund Society
Delaware
$28.8M +$293K +4,855 +1%
MIS
317
Morningstar Investment Services
Illinois
$28.8M +$65.7K +1,090 +0.2%
SCP
318
Seizert Capital Partners
Michigan
$28.7M -$1.09M -18,141 -4%
ZIC
319
ZWJ Investment Counsel
Georgia
$28.6M -$917K -15,206 -3%
ACI
320
Alpha Cubed Investments
California
$27.9M -$22.6K -374 -0.1%
CTB
321
Country Trust Bank
Illinois
$27.9M -$150K -2,494 -0.5%
WIC
322
Willis Investment Counsel
Georgia
$27.7M +$9.29K +154 +0%
TAM
323
Todd Asset Management
Kentucky
$27.6M -$284K -4,711 -1%
CPSAC
324
Chas P. Smith & Associates (CPS)
Florida
$27.4M +$436K +7,231 +2%
RT
325
Rockland Trust
Massachusetts
$27.4M +$505K +8,367 +2%

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.