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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
LCM
526
LVM Capital Management
Michigan
$12.1M +$53.4K +885 +0.5%
LSERS
527
Louisiana State Employees Retirement System
Louisiana
$12.1M -$151K -2,500 -1%
CSIC
528
Clifford Swan Investment Counsel
California
$12.1M -$43.8K -726 -0.4%
BC
529
Brinker Capital
Pennsylvania
$12M +$186K +3,087 +2%
PIA
530
Piedmont Investment Advisors
North Carolina
$12M +$821K +13,611 +7%
VFA
531
Voya Financial Advisors
Connecticut
$12M +$459K +7,602 +4%
CA
532
CapWealth Advisors
Tennessee
$11.9M -$277K -4,591 -2%
Wealthfront Advisers
533
Wealthfront Advisers
California
$11.9M +$287K +4,755 +3%
SB
534
Simmons Bank
Arkansas
$11.9M +$46K +763 +0.4%
B
535
Barings
North Carolina
$11.8M +$1.69M +28,047 +17%
GJIC
536
Gamble Jones Investment Counsel
California
$11.8M +$77.9K +1,292 +0.7%
CA
537
Cullinan Associates
Kentucky
$11.8M +$345K +5,715 +3%
BBA
538
BLB&B Advisors
Pennsylvania
$11.7M -$265K -4,386 -2%
VI
539
Vestcor Inc
New Brunswick, Canada
$11.7M +$11.5M +190,775 New
DIA
540
Dana Investment Advisors
Wisconsin
$11.7M +$9.06M +150,261 +376%
IAA
541
Independent Advisor Alliance
North Carolina
$11.7M -$63.3K -1,050 -0.5%
ABC
542
Associated Banc-Corp
Wisconsin
$11.6M +$39.8K +659 +0.4%
CCMD
543
Cypress Capital Management (Delaware)
Delaware
$11.6M +$124K +2,063 +1%
FBB
544
Fulton Breakefield Broenniman
Maryland
$11.6M +$881K +14,614 +8%
MCM
545
Murphy Capital Management
New Jersey
$11.5M -$189K -3,140 -2%
MAA
546
Matrix Asset Advisors
New York
$11.4M +$208K +3,442 +2%
AHB
547
Abner Herrman & Brock
New Jersey
$11.4M -$1.23M -20,313 -10%
SRAM
548
Stone Ridge Asset Management
New York
$11.4M +$24.1K +400 +0.2%
SCA
549
Snowden Capital Advisors
New York
$11.4M +$530K +8,786 +5%
CIA
550
CCM Investment Advisers
South Carolina
$11.3M +$33.5K +556 +0.3%

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.