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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
WI
476
WBI Investments
New Jersey
$14.7M -$143K -2,363 -1%
ANI
477
American National Insurance
Texas
$14.6M -$1.33M -22,025 -8%
QI
478
QV Investors
Alberta, Canada
$14.6M -$2.24M -37,210 -14%
I
479
IberiaBank
Louisiana
$14.4M +$89.6K +1,485 +0.6%
SCM
480
Shelton Capital Management
Colorado
$14.3M -$62.5K -1,037 -0.4%
BB
481
Busey Bank
Illinois
$14.3M +$57.1K +947 +0.4%
MYAM
482
Meiji Yasuda Asset Management
Japan
$14.3M -$847K -14,040 -6%
GI
483
GAMCO Investors
Connecticut
$14.2M +$205K +3,393 +1%
ISL
484
Ingalls & Snyder LLC
New York
$14.2M -$116K -1,927 -0.8%
TCOV
485
Trust Company of Vermont
Vermont
$14.1M +$291K +4,830 +2%
BAM
486
Bruderman Asset Management
New York
$14M -$1.51M -24,961 -10%
HAM
487
Harber Asset Management
North Carolina
$13.8M +$831K +13,781 +7%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$13.7M +$535K +8,875 +4%
GIM
489
Goelzer Investment Management
Indiana
$13.5M +$8.32K +138 +0.1%
EIA
490
Edgemoor Investment Advisors
Maryland
$13.5M -$120K -1,982 -0.9%
AC
491
Allstate Corporation
Illinois
$13.5M -$294K -4,876 -2%
BCM
492
Bridgeway Capital Management
Texas
$13.5M +$241K +4,000 +2%
BAPIM
493
British Airways Pensions Investment Management
United Kingdom
$13.5M -$2.98M -49,350 -18%
HAI
494
Hennessy Advisors Inc
California
$13.5M -$682K -11,300 -5%
CIS
495
Connors Investor Services
Pennsylvania
$13.4M +$265K +4,401 +2%
CIP
496
Chartwell Investment Partners
Pennsylvania
$13.3M +$231K +3,830 +2%
MA
497
Montag & Associates
Georgia
$13.2M +$162K +2,682 +1%
ACM
498
Azimuth Capital Management
Michigan
$13.2M -$147K -2,445 -1%
ZAM
499
Zevin Asset Management
Massachusetts
$13.1M +$336K +5,571 +3%
FC
500
FORA Capital
Florida
$13.1M +$12.9M +213,477 New

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.