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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
VWM
376
Valley Wealth Managers
New Jersey
$21.7M +$15.6K +258 +0.1%
SMDAM
377
Sumitomo Mitsui DS Asset Management
Japan
$21.3M -$1.88M -31,168 -8%
WCM
378
Wedge Capital Management
North Carolina
$21.3M +$469K +7,783 +2%
GT
379
Glenmede Trust
Pennsylvania
$21.2M +$1.12M +18,527 +6%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$21M +$408K +6,757 +2%
CCM
381
Covington Capital Management
California
$21M +$329K +5,462 +2%
EB
382
Eastern Bank
Massachusetts
$21M +$106K +1,753 +0.5%
Voloridge Investment Management
383
Voloridge Investment Management
Florida
$20.9M -$36.3M -601,985 -64%
FWIA
384
Fort Washington Investment Advisors
Ohio
$20.7M +$3.74M +61,960 +22%
WT
385
Washington Trust
Rhode Island
$20.7M +$692K +11,472 +4%
SGI
386
Summit Global Investments
Utah
$20.7M +$105K +1,739 +0.5%
PA
387
Pinnacle Associates
New York
$20.7M +$253K +4,197 +1%
CC
388
Cadinha & Co
Hawaii
$20.7M +$158K +2,627 +0.8%
PL
389
Perpetual Ltd
Australia
$20.6M -$156K -2,579 -0.8%
QAM
390
QCI Asset Management
New York
$20.5M -$400K -6,634 -2%
SCCM
391
Schafer Cullen Capital Management
New York
$20.5M +$557K +9,234 +3%
Brown Advisory
392
Brown Advisory
Maryland
$20.4M +$660K +10,946 +3%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$20.2M +$1.46M +24,176 +8%
BAM
394
Barrett Asset Management
New York
$20M +$468K +7,760 +2%
ABTD
395
Arvest Bank Trust Division
Oklahoma
$19.9M -$674K -11,167 -3%
CLOS
396
Compagnie Lombard Odier SCmA
Switzerland
$19.7M -$1.82M -30,138 -9%
FFIC
397
First Fiduciary Investment Counsel
Ohio
$19.7M +$1.06M +17,555 +6%
FNT
398
First National Trust
Pennsylvania
$19.6M +$794K +13,168 +4%
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$19.6M
NPA
400
Nichols & Pratt Advisers
Massachusetts
$19.6M -$1.32M -21,904 -6%

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.