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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
OAM
451
Oppenheimer Asset Management
New York
$16.2M +$176K +2,923 +1%
CFG
452
Citizens Financial Group
Rhode Island
$16.1M -$495K -8,200 -3%
SIM
453
Sentry Investment Management
Wisconsin
$16.1M +$115K +1,900 +0.7%
O
454
Ossiam
France
$16M +$6.92M +114,705 +78%
RCYC
455
Richard C. Young & Co
Rhode Island
$15.9M +$303K +5,019 +2%
DGHMC
456
Dalton, Greiner, Hartman, Maher & Co
New York
$15.9M -$1.12M -18,559 -7%
HC
457
Henshaw Capital
Massachusetts
$15.8M
TI
458
TT International
United Kingdom
$15.8M
CAM
459
Centre Asset Management
New York
$15.7M -$5.48M -90,860 -26%
MSR
460
Main Street Research
Connecticut
$15.7M +$36.7K +608 +0.2%
ECM
461
Estabrook Capital Management
New York
$15.7M -$167K -2,762 -1%
OAC
462
OMERS Administration Corp
Ontario, Canada
$15.5M +$265K +4,400 +2%
MC
463
Moors & Cabot
Massachusetts
$15.5M +$336K +5,575 +2%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$15.4M +$1.97M +32,735 +15%
RFA
465
Reilly Financial Advisors
California
$15.2M +$270K +4,484 +2%
BWP
466
Baldwin Wealth Partners
Massachusetts
$15.2M +$73K +1,210 +0.5%
FNBT
467
FineMark National Bank & Trust
Florida
$15.2M +$397K +6,585 +3%
AWM
468
AE Wealth Management
Kansas
$15.2M +$1.85M +30,705 +14%
TPCW
469
TD Private Client Wealth
New York
$15M +$14.7M +244,427 New
FAAS
470
First Allied Advisory Services
California
$15M -$189K -3,129 -1%
GGHC
471
Gilder Gagnon Howe & Co
New York
$14.9M +$14.7M +243,216 New
PFPT
472
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9M +$838K +13,891 +6%
BCP
473
Blue Chip Partners
Michigan
$14.9M +$843K +13,974 +6%
NSAM
474
North Star Asset Management
Wisconsin
$14.9M -$102K -1,685 -0.7%
RIG
475
Roosevelt Investment Group
New York
$14.8M -$819K -13,573 -5%

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.