We are live on ! Find out more

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
Prudential Financial
51
Prudential Financial
New Jersey
$605M -$39.3M -651,882 -6%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$582M +$5.81M +96,387 +1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$537M +$2.64M +43,812 +0.5%
CS
54
Credit Suisse
Switzerland
$512M +$62.8M +1,041,710 +14%
EVM
55
Eaton Vance Management
Massachusetts
$509M -$13.6M -225,992 -3%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$507M +$43.2M +716,379 +10%
CSIA
57
Charles Schwab Investment Advisory
California
$490M +$16.5M +273,768 +4%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$489M +$51.7M +857,056 +26%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$481M -$9.17M -152,097 -2%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$479M -$35.6M -589,901 -7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$477M +$3.21M +53,181 +0.7%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$454M +$60.4M +1,000,625 +16%
Truist Financial
63
Truist Financial
North Carolina
$412M +$353M +5,854,000 +679%
AIG
64
American International Group
New York
$412M -$44.1M -731,389 -10%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$388M -$1.4M -23,235 -0.4%
AQR Capital Management
66
AQR Capital Management
Connecticut
$374M -$164M -2,714,336 -31%
AL
67
AJO LP
Pennsylvania
$372M -$23.5M -390,230 -6%
Allianz Asset Management
68
Allianz Asset Management
Germany
$353M -$37.3M -618,825 -10%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$349M +$24.4M +404,654 +8%
Canada Life
70
Canada Life
Manitoba, Canada
$344M -$75.3K -1,248 -0%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$332M -$4.59M -76,161 -1%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$330M +$69M +1,143,612 +27%
First Trust Advisors
73
First Trust Advisors
Illinois
$328M +$8.15M +135,153 +3%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$326M +$1.5M +24,890 +0.5%
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$325M +$88.7M +1,470,823 +39%

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.