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2,401 hedge funds and large institutions have $166B invested in Verizon in 2019 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 1,151 increasing their positions, 908 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 78

28% more funds holding in top 10

Funds holding in top 10: 178227 (+49)

27% more repeat investments, than reductions

Existing positions increased: 1,151 | Existing positions reduced: 908

5% more capital invested

Capital invested by funds: $158B → $166B (+$8.05B)

1% more funds holding

Funds holding: 2,3732,401 (+28)

0% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.44B

0.24% less ownership

Funds ownership: 66.84%66.6% (-0.24%)

Holders
2,401
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
52.64%
Holding in Top 10
227
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+27.53%
% of All Funds
4.98%
New
124
Increased
1,151
Reduced
908
Closed
78
Calls
$1.44B
Puts
$1.44B
Net Calls
-$522K
Net Calls Change
-$371M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$532M -$88M -1,527,873 -15%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$525M +$12.2M +211,820 +2%
EVM
53
Eaton Vance Management
Massachusetts
$514M -$255K -4,429 -0.1%
AAMU
54
Amundi Asset Management US
Massachusetts
$511M +$165M +2,868,484 +51%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$507M -$39.3M -682,366 -8%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$487M -$22.3M -387,957 -5%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$466M +$15.8M +273,896 +4%
CSIA
58
Charles Schwab Investment Advisory
California
$466M +$14.4M +249,357 +3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$455M +$1.66M +28,761 +0.4%
AIG
60
American International Group
New York
$449M -$17.3M -300,091 -4%
CS
61
Credit Suisse
Switzerland
$441M +$53.3M +924,750 +14%
Barclays
62
Barclays
United Kingdom
$427M -$108M -1,876,402 -21%
AL
63
AJO LP
Pennsylvania
$389M -$50.3M -873,914 -12%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$386M -$13.9M -240,637 -4%
Allianz Asset Management
65
Allianz Asset Management
Germany
$385M -$68.5M -1,189,896 -16%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$383M -$1.1M -19,053 -0.3%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$373M -$33.8M -586,338 -9%
Canada Life
68
Canada Life
Manitoba, Canada
$342M +$7.07M +122,694 +2%
Victory Capital Management
69
Victory Capital Management
Texas
$335M +$235M +4,072,997 +277%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$331M -$1.7M -29,514 -0.5%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$331M -$11.6M -201,271 -4%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$319M +$1.19M +20,739 +0.4%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$319M -$7.48M -129,958 -2%
First Trust Advisors
74
First Trust Advisors
Illinois
$314M +$21.7M +376,385 +8%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$304M -$51.5M -894,600 -15%

VZ Hedge Fund Activity: Q3 2019 in Review

2,401 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2019, worth a combined $166B — up 5.1% from $158B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new VZ positions and 78 closed out — a net gain of 46 holders — while 1,151 added to existing stakes and 908 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $531M. The largest seller was Capital World Investors, cutting an estimated $493M.

  • 2,401 institutional investors held Verizon (VZ) as of Q3 2019, up from 2,373 in Q2 2019.
  • Funds reported $166B of Verizon stock for Q3 2019, up 5.1% quarter-over-quarter.
  • 124 funds opened new Verizon positions in Q3 2019 and 78 closed out, a net change of +46 holders.
  • The largest Verizon buyer in Q3 2019 was Citadel Advisors, an estimated $531M added.
  • The largest Verizon seller in Q3 2019 was Capital World Investors, an estimated $493M sold.

Based on aggregated 13F filings for Q3 2019.