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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.2B +$145M +2,409,858 +0.7%
BlackRock
2
BlackRock
New York
$19.5B +$197M +3,263,994 +1%
State Street
3
State Street
Massachusetts
$10.1B +$85.9M +1,424,504 +0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.88B -$179M -2,975,001 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.83B +$154M +2,548,889 +4%
Bank of America
6
Bank of America
North Carolina
$3.73B -$562M -9,324,551 -13%
Northern Trust
7
Northern Trust
Illinois
$3.18B -$49.2M -815,916 -2%
Capital World Investors
8
Capital World Investors
California
$3.15B +$50.3M +833,751 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.07B -$21.5M -355,653 -0.7%
Norges Bank
10
Norges Bank
Norway
$2.78B
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.74B +$103M +1,704,351 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.6B -$183M -3,031,605 -7%
Morgan Stanley
13
Morgan Stanley
New York
$2.24B +$60.7M +1,005,739 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.99B +$80.3M +1,331,647 +4%
Wells Fargo
15
Wells Fargo
California
$1.91B -$32.6M -540,055 -2%
Capital Research Global Investors
16
Capital Research Global Investors
California
$1.87B -$355M -5,893,525 -16%
Capital International Investors
17
Capital International Investors
California
$1.84B -$50.3M -833,867 -3%
Goldman Sachs
18
Goldman Sachs
New York
$1.81B +$315M +5,223,940 +21%
Charles Schwab
19
Charles Schwab
California
$1.73B +$53M +878,751 +3%
Ameriprise
20
Ameriprise
Minnesota
$1.7B +$141M +2,330,911 +9%
Deutsche Bank
21
Deutsche Bank
Germany
$1.63B +$39M +646,413 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.6B +$29.5M +489,765 +2%
N
23
Nuveen
North Carolina
$1.56B -$211M -3,500,203 -12%
Franklin Resources
24
Franklin Resources
California
$1.52B +$74.7M +1,239,207 +5%
Invesco
25
Invesco
Georgia
$1.34B -$69.3M -1,148,562 -5%

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.