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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
CPSC
2476
Carl P. Sherr & Co
Massachusetts
$220K +$216K +3,577 New
WPA
2477
Winning Points Advisors
Florida
$219K
CCA
2478
Clearwater Capital Advisors
Illinois
$218K -$30.6K -508 -13%
SEIA
2479
Signature Estate & Investment Advisors
California
$218K -$3.44K -57 -2%
SFP
2480
Shepherd Financial Partners
Massachusetts
$218K +$216K +3,582 New
HCM
2481
Hudson Capital Management
New Jersey
$217K -$4.83K -80 -2%
AC
2482
Addison Capital
Pennsylvania
$216K
SLWS
2483
Swaine & Leidel Wealth Services
Florida
$216K
OAM
2484
Oberweis Asset Management
Illinois
$216K +$483 +8 +0.2%
NQWM
2485
Northwest Quadrant Wealth Management
Oregon
$215K -$59.6K -988 -22%
WP
2486
WealthShield Partners
North Carolina
$215K +$212K +3,508 New
LFG
2487
Larson Financial Group
Missouri
$214K -$43.9K -728 -17%
BEI
2488
Benjamin Edwards Inc
Missouri
$214K +$14.1K +234 +7%
ZF
2489
Zhang Financial
Michigan
$214K +$210K +3,481 New
CWM
2490
CCG Wealth Management
California
$213K -$25.2K -418 -11%
SSA
2491
South Street Advisors
New York
$213K
CWM
2492
Cahaba Wealth Management
Georgia
$213K +$4.28K +71 +2%
SWM
2493
Shakespeare Wealth Management
Wisconsin
$210K -$15.8K -262 -7%
HIM
2494
Hanlon Investment Management
New Jersey
$210K +$207K +3,427 New
GGI
2495
Godsey & Gibb Inc
Virginia
$209K -$3.26K -54 -2%
AWA
2496
Alaska Wealth Advisors
Alaska
$209K +$205K +3,405 New
BFIC
2497
Bedell Frazier Investment Counselling
California
$208K
PAS
2498
Professional Advisory Services
Florida
$207K -$8.45K -140 -4%
BFP
2499
Briaud Financial Planning
Texas
$204K +$200K +3,317 New
BSPF
2500
British Steel Pension Fund
United Kingdom
$199K

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.