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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
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$231M +$3.9M +64,582 +2%
LCOV
102
London Company of Virginia
Virginia
$224M -$3.25M -53,869 -1%
Lazard Asset Management
103
Lazard Asset Management
New York
$221M +$81M +1,342,735 +60%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$218M +$7.27M +120,446 +4%
Retirement Systems of Alabama
105
Retirement Systems of Alabama
Alabama
$216M +$388K +6,429 +0.2%
PAM
106
Panagora Asset Management
Massachusetts
$207M +$2.66M +44,071 +1%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$202M +$8.09M +134,070 +4%
AT
108
AMF Tjänstepension
Sweden
$195M -$10.3M -170,105 -5%
Skandinaviska Enskilda Banken (SEB)
109
Skandinaviska Enskilda Banken (SEB)
Sweden
$192M -$5.94M -98,494 -3%
LBA
110
Letko, Brosseau & Associates
Quebec, Canada
$191M -$10.3M -171,113 -5%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$185M +$510K +8,454 +0.3%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$185M -$9.96M -165,122 -5%
EAM
113
Eagle Asset Management
Florida
$184M +$10.1M +167,447 +6%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$181M +$20.2M +335,470 +13%
US Bancorp
115
US Bancorp
Minnesota
$174M -$755K -12,511 -0.4%
H
116
Hexavest
Quebec, Canada
$172M -$8.29M -137,485 -5%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$168M +$3.47M +57,559 +2%
Axa
118
Axa
France
$166M +$604K +10,006 +0.4%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$163M -$5.29M -87,752 -3%
Swedbank
120
Swedbank
Sweden
$163M -$214K -3,542 -0.1%
Barrow, Hanley, Mewhinney & Strauss
121
Barrow, Hanley, Mewhinney & Strauss
Texas
$163M -$137K -2,268 -0.1%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$159M +$2.57M +42,644 +2%
Fidelity International
123
Fidelity International
Bermuda
$159M +$1.94M +32,096 +1%
SO
124
STRS Ohio
Ohio
$158M -$9.79M -162,285 -6%
Bessemer Group
125
Bessemer Group
New Jersey
$157M -$4.47M -74,038 -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.