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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
LS
501
Livforsakringsbolaget Skandia
Sweden
$13.1M -$953K -15,800 -7%
ECM
502
ETrade Capital Management
Virginia
$13.1M +$365K +6,047 +3%
LM
503
Lincluden Management
Ontario, Canada
$13.1M -$763K -12,645 -6%
KRS
504
Kentucky Retirement Systems
Kentucky
$13.1M +$50.2K +833 +0.4%
JMFC
505
J.M. Forbes & Co
Massachusetts
$13M +$1.09M +18,072 +9%
TCM
506
Twin Capital Management
Pennsylvania
$13M -$3.19M -52,810 -20%
BAM
507
Bell Asset Management
Australia
$13M -$10.5M -173,977 -45%
BDS
508
Banco de Sabadell
Florida
$12.9M +$728K +12,062 +6%
MCM
509
MAI Capital Management
Ohio
$12.9M +$159K +2,644 +1%
CG
510
Colony Group
Massachusetts
$12.8M +$632K +10,484 +5%
MC
511
Middleton & Co
Massachusetts
$12.8M +$297K +4,925 +2%
DCM
512
Dupont Capital Management
Delaware
$12.8M +$1.1M +18,183 +10%
TBA
513
Tower Bridge Advisors
Pennsylvania
$12.7M +$51.5K +854 +0.4%
CA
514
Commerzbank Aktiengesellschaft
Germany
$12.6M -$45.9M -760,960 -79%
BCV
515
Banque Cantonale Vaudoise
Switzerland
$12.6M +$12.4M +205,912 New
AA
516
Ancora Advisors
Ohio
$12.6M +$484K +8,031 +4%
AF
517
Ally Financial
Michigan
$12.6M +$6.94M +115,000 +128%
SG Americas Securities
518
SG Americas Securities
New York
$12.6M -$13.7M -227,831 -53%
DA
519
Denali Advisors
California
$12.5M -$1.58M -26,200 -11%
MCM
520
Maryland Capital Management
Maryland
$12.4M +$295K +4,890 +2%
PP
521
Patten & Patten
Tennessee
$12.2M +$144K +2,380 +1%
UIM
522
USS Investment Management
United Kingdom
$12.2M +$1.34M +22,200 +13%
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$12.1M -$49.6K -822 -0.4%
SFS
524
Sowell Financial Services
Arkansas
$12.1M +$23.4K +388 +0.2%
FM
525
Foster & Motley
Ohio
$12.1M -$75.3K -1,248 -0.6%

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.