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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
AAF
651
Andra AP-fonden
Sweden
$8.38M +$688K +11,400 +9%
FMW
652
Farr Miller & Washington
District of Columbia
$8.32M +$74.6K +1,237 +0.9%
CWM
653
Cabot Wealth Management
Massachusetts
$8.32M +$88.6K +1,469 +1%
AAA
654
Adams Asset Advisors
Texas
$8.24M -$207K -3,428 -2%
AP
655
Advisor Partners
California
$8.24M +$569K +9,441 +7%
CC
656
Cipher Capital
New York
$8.24M +$2.19M +36,362 +37%
SGM
657
Skye Global Management
Florida
$8.23M +$8.08M +134,000 New
PAM
658
Palisade Asset Management
Minnesota
$8.2M +$232K +3,841 +3%
WC
659
Woodstock Corp
Massachusetts
$8.18M -$24.1K -400 -0.3%
TCM
660
Tufton Capital Management
Maryland
$8.18M -$52.7K -874 -0.7%
RIL
661
Rothschild Investment LLC
Illinois
$8.18M +$42.2K +700 +0.5%
MME
662
Meag Munich Ergo
Germany
$8.16M -$11.8M -195,027 -59%
FMBTD
663
First Midwest Bank Trust Division
Illinois
$8.16M -$25.2K -417 -0.3%
1IA
664
1834 Investment Advisors
Wisconsin
$8.16M -$1.01M -16,790 -11%
Westfield Capital Management
665
Westfield Capital Management
Massachusetts
$8.15M -$35K -580 -0.4%
SFI
666
Susquehanna Fundamental Investments
Pennsylvania
$8.14M +$4.98M +82,500 +165%
KOCAA
667
Knights of Columbus Asset Advisors
Connecticut
$8.09M +$2.98M +49,448 +60%
WG
668
Winton Group
United Kingdom
$8.09M +$7.95M +131,831 New
NRS
669
Neville Rodie & Shaw
New York
$8.08M +$285K +4,727 +4%
B
670
Brightworth
Georgia
$8.05M +$288K +4,776 +4%
GCA
671
Greenwood Capital Associates
South Carolina
$8.05M -$239K -3,969 -3%
MDCM
672
Morgan Dempsey Capital Management
Wisconsin
$8.04M +$298K +4,933 +4%
CAG
673
Crestwood Advisors Group
Massachusetts
$8.04M +$2.8M +46,387 +55%
GIM
674
Grassi Investment Management
California
$8.03M -$23.3K -387 -0.3%
JWCA
675
J.W. Cole Advisors
Florida
$8M +$7.86M +130,276 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.