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
JMPWA
151
JP Morgan Private Wealth Advisors
California
$109M +$7.16M +118,671 +7%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$109M -$10.4M -172,386 -9%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$108M +$2.31M +38,295 +2%
SOMRS
154
State of Michigan Retirement System
Michigan
$108M -$11.9M -198,116 -10%
KBC Group
155
KBC Group
Belgium
$107M +$5.66M +93,791 +6%
CB
156
Cooke & Bieler
Pennsylvania
$106M -$6.97M -115,477 -6%
HCM
157
Hamlin Capital Management
New York
$105M -$854K -14,163 -0.8%
GIA
158
Gateway Investment Advisers
Ohio
$103M -$1.15M -19,116 -1%
RFC
159
Regions Financial Corp
Alabama
$102M -$3.66M -60,691 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
160
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$101M -$3.76M -62,380 -4%
SAM
161
Silvercrest Asset Management
New York
$99.3M +$737K +12,223 +0.8%
M&T Bank
162
M&T Bank
New York
$96M -$305K -5,061 -0.3%
DPIM
163
Duff & Phelps Investment Management
Illinois
$95.1M +$51.3K +850 +0.1%
FMI
164
Factory Mutual Insurance
Massachusetts
$94.3M -$507K -8,400 -0.5%
EIC
165
Equity Investment Corp
Georgia
$94M -$3.08M -51,014 -3%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$93.8M +$4.11M +68,155 +5%
Calamos Advisors
167
Calamos Advisors
Illinois
$93.2M -$1.78M -29,585 -2%
Nomura Asset Management
168
Nomura Asset Management
Japan
$92.8M +$1.87M +31,047 +2%
WHRC
169
W.H. Reaves & Co
New Jersey
$92.5M -$27.4M -453,912 -23%
PP
170
Prudential plc
United Kingdom
$92.1M -$29.5M -488,288 -25%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$90.9M +$65.5M +1,085,500 +274%
AI
172
Ariel Investments
Illinois
$89.1M +$791K +13,121 +0.9%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$88.3M +$38.3M +634,520 +79%
MAM
174
Martingale Asset Management
Massachusetts
$87.8M -$2.49M -41,295 -3%
CB
175
Commerce Bank
Missouri
$87.5M +$1.85M +30,702 +2%

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.