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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
JIR
326
James Investment Research
Ohio
$27.3M +$762K +12,628 +3%
IMPI
327
Ilmarinen Mutual Pension Insurance
Finland
$27.1M +$1.51M +25,000 +6%
SAM
328
Securian Asset Management
Minnesota
$27.1M -$1.61M -26,627 -6%
CT
329
Cambridge Trust
Massachusetts
$26.8M -$125K -2,070 -0.5%
EIP
330
Easterly Investment Partners
Massachusetts
$26.7M +$26.3M +435,406 New
NA
331
NewEdge Advisors
Louisiana
$26.7M +$1.83M +30,352 +7%
NM
332
NWI Management
New York
$26.7M -$30.8M -510,000 -54%
BC
333
Burney Company
Virginia
$26.7M +$504K +8,362 +2%
II
334
IFM Investors
Australia
$26.7M -$755K -12,515 -3%
RE
335
RBC Europe
United Kingdom
$26.6M -$456K -7,564 -2%
PNC
336
Park National Corp
Ohio
$26.4M -$1.13M -18,759 -4%
TBC
337
Tweedy, Browne Co
Connecticut
$26.3M -$161K -2,670 -0.6%
DADC
338
D.A. Davidson & Co
Montana
$26.3M +$1.29M +21,320 +5%
CGH
339
Crossmark Global Holdings
Texas
$26.1M -$11M -183,148 -30%
NAM
340
Nissay Asset Management
Japan
$25.9M -$595K -9,857 -2%
LCAM
341
London & Capital Asset Management
United Kingdom
$25.9M +$943K +15,635 +4%
B
342
BP
United Kingdom
$25.8M
RJT
343
Raymond James Trust
Florida
$25.7M +$951K +15,760 +4%
Wolverine Trading
344
Wolverine Trading
Illinois
$25.6M +$23.8M +393,897 +1,613%
ACA
345
Anchor Capital Advisors
Massachusetts
$25.6M +$3.03M +50,160 +14%
TSW
346
Thompson Siegel & Walmsley
Virginia
$25.5M +$557K +9,228 +2%
WF
347
Welch & Forbes
Massachusetts
$25.3M +$22.6K +374 +0.1%
CI
348
Cincinnati Insurance
Ohio
$24.9M
SCA
349
STALEY CAPITAL ADVISERS
Pennsylvania
$24.8M +$803K +13,309 +3%
IC
350
Inverness Counsel
New York
$24.5M -$6.92M -114,794 -22%

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.