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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
SPIA
351
Steward Partners Investment Advisory
New York
$24.4M +$1.07M +17,728 +5%
GG
352
Gofen & Glossberg
Illinois
$24.2M -$179K -2,966 -0.7%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$24.2M -$1.38M -22,912 -6%
VLKIM
354
Van Lanschot Kempen Investment Management
Netherlands
$24M +$2.09M +34,609 +10%
HIMC
355
Heritage Investors Management Corp
Maryland
$24M -$142K -2,354 -0.6%
WPC
356
Waters Parkerson & Co
Louisiana
$23.8M +$130K +2,147 +0.6%
CCM
357
Callodine Capital Management
Massachusetts
$23.8M -$2.56M -42,500 -10%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8M -$3.56M -59,031 -13%
NLI
359
Nippon Life Insurance
Japan
$23.7M -$23.3M -386,500 -50%
CAI
360
Capital Advisors Inc
Oklahoma
$23.7M +$4.95M +82,030 +27%
FNBOO
361
First National Bank of Omaha
Nebraska
$23.6M -$1.46M -24,236 -6%
AIS
362
American Investment Services
Massachusetts
$23.4M -$2.11M -34,948 -8%
PMG
363
Private Management Group
California
$23.3M -$458K -7,592 -2%
SF
364
Synovus Financial
Georgia
$23.2M +$1.79M +29,635 +9%
TA
365
Tiedemann Advisors
New York
$23.2M -$2.2M -36,419 -9%
CAN
366
Cetera Advisor Networks
California
$23M +$749K +12,424 +3%
WAS
367
Wesleyan Assurance Society
United Kingdom
$22.9M -$603K -10,000 -3%
FTIOP
368
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22.7M -$82.3K -1,364 -0.4%
GT
369
Glenview Trust
Kentucky
$22.5M +$487K +8,074 +2%
CIC
370
Carnegie Investment Counsel
Ohio
$22.3M +$364K +6,036 +2%
BMO
371
Beck Mack & Oliver
New York
$22.2M -$341K -5,649 -2%
TAF
372
Tredje AP-fonden
Sweden
$21.9M -$9.79M -162,251 -31%
CIM
373
Corda Investment Management
Texas
$21.9M -$160K -2,655 -0.7%
IG
374
ING Group
Netherlands
$21.8M -$787K -13,041 -4%
HA
375
H2O AM
United Kingdom
$21.7M -$5.28M -87,597 -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.