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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
GCC
401
Guardian Capital (Canada)
Ontario, Canada
$19.4M -$3.51M -58,256 -16%
WT
402
Whittier Trust
California
$19.3M +$214K +3,540 +1%
PSUF
403
People's United Financial
Connecticut
$19.2M +$712K +11,797 +4%
NEI
404
Northwest & Ethical Investments
Ontario, Canada
$19.1M -$883K -14,645 -4%
WAM
405
World Asset Management
Michigan
$19.1M +$389K +6,449 +2%
HCMT
406
Highland Capital Management (Tennessee)
Tennessee
$18.9M +$1.56M +25,862 +9%
SCM
407
SKBA Capital Management
California
$18.8M -$1.34M -22,200 -7%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$18.8M +$717K +11,882 +4%
TF
409
TIAA FSB
Florida
$18.7M +$728K +12,069 +4%
FT
410
Fiduciary Trust
Massachusetts
$18.7M +$838K +13,895 +5%
CTC
411
Central Trust Company
Missouri
$18.6M +$568K +9,410 +3%
6M
412
6 Meridian
Kansas
$18.6M +$85.1K +1,411 +0.5%
CA
413
Cornerstone Advisors
North Carolina
$18.5M +$18.2M +302,000 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$18.4M -$20.6K -342 -0.1%
WB
415
WesBanco Bank
West Virginia
$18.3M +$384K +6,362 +2%
T
416
TOBAM
France
$18.3M -$938K -15,557 -5%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$18M -$328K -5,432 -2%
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$18M +$17.6M +292,498 New
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$17.8M +$1.71M +28,397 +11%
RIM
420
Redpoint Investment Management
Australia
$17.8M -$161K -2,674 -0.9%
CIA
421
Capital Investment Advisors
Georgia
$17.7M -$7.06K -117 -0%
BPB
422
Badgley, Phelps & Bell
Washington
$17.7M +$338K +5,598 +2%
AAS
423
Avantax Advisory Services
Texas
$17.7M +$5.16M +85,499 +42%
DWM
424
Destination Wealth Management
California
$17.7M +$488K +8,096 +3%
AI
425
Atria Investments
North Carolina
$17.7M +$6.48M +107,444 +60%

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.