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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
Victory Capital Management
76
Victory Capital Management
Texas
$321M -$19.1M -316,563 -6%
Citigroup
77
Citigroup
New York
$321M +$111M +1,835,405 +54%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$313M +$51.9M +859,926 +20%
Stifel Financial
79
Stifel Financial
Missouri
$313M +$4.61M +76,475 +2%
National Pension Service
80
National Pension Service
South Korea
$311M +$28.6M +474,467 +10%
Mawer Investment Management
81
Mawer Investment Management
Alberta, Canada
$307M +$22.1M +366,828 +8%
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$294M -$5.03M -83,360 -2%
PAMU
83
Pictet Asset Management (UK)
United Kingdom
$284M -$1.01M -16,691 -0.4%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$274M -$147K -2,439 -0.1%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$268M +$20.1M +333,933 +8%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$259M -$49.4M -819,317 -16%
EIP
87
Epoch Investment Partners
New York
$258M -$1.28M -21,278 -0.5%
BGC
88
Beutel, Goodman & Co
Ontario, Canada
$257M -$12.1M -201,113 -5%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$256M -$6M -99,420 -2%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$255M -$53M -878,064 -17%
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$254M -$25.8M -427,565 -9%
PI
92
Putnam Investments
Massachusetts
$253M +$17.7M +293,543 +8%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$252M +$17.1M +282,940 +7%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$247M -$11.4M -189,506 -4%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$247M +$23.9M +396,500 +11%
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$242M -$92.8M -1,537,778 -28%
Citadel Advisors
97
Citadel Advisors
Florida
$235M -$335M -5,556,119 -59%
AG
98
Aperio Group
California
$235M +$26.4M +437,527 +13%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$231M -$4.52M -74,953 -2%
CI Investments Inc
100
CI Investments Inc
Ontario, Canada
$231M -$146M -2,413,791 -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.