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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
CWM
2501
Cedar Wealth Management
California
$195K -$5.37K -89 -3%
SC
2502
Steph & Co
Wisconsin
$195K +$192K +3,175 New
BCM
2503
Blume Capital Management
California
$194K
Credit Agricole
2504
Credit Agricole
France
$187K
TWP
2505
TFO Wealth Partners
Ohio
$187K +$184K +3,047 New
TFA
2506
Tobias Financial Advisors
Florida
$185K +$182K +3,018 New
HIM
2507
Hillsdale Investment Management
Ontario, Canada
$183K
BCM
2508
Brooktree Capital Management
Michigan
$180K +$176K +2,924 New
SQA
2509
Simon Quick Advisors
New Jersey
$176K +$55.7K +923 +48%
MWP
2510
Meridian Wealth Partners
Pennsylvania
$166K +$163K +2,700 New
HI
2511
Hoey Investments
Pennsylvania
$165K +$162K +2,690 New
HWM
2512
Holloway Wealth Management
Florida
$162K
LWA
2513
Lowe Wealth Advisors
Maryland
$161K
PVH
2514
Psagot Value Holdings
Israel
$160K +$157K +2,600 New
AP
2515
Americana Partners
Texas
$158K +$156K +2,584 New
WPA
2516
West Paces Advisors
Georgia
$157K +$35.3K +586 +30%
FP
2517
Financial Perspectives
Minnesota
$155K +$152K +2,526 New
TIM
2518
Tortoise Investment Management
New York
$155K +$1.87K +31 +1%
AP
2519
Atwood & Palmer
Missouri
$154K
EWP
2520
Engrave Wealth Partners
Texas
$154K +$151K +2,508 New
SFFS
2521
Stonehage Fleming Financial Services
Jersey
$149K
CI
2522
CX Institutional
Indiana
$148K -$1.97M -32,619 -93%
BC
2523
Barnett & Company
Tennessee
$146K -$45.2K -749 -24%
NCM
2524
Next Capital Management
New York
$144K +$38.4K +637 +37%
IUHSA
2525
Itau Unibanco Holding S.A.
Brazil
$141K -$682K -11,305 -83%

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.