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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
AJ
2526
Ashburton (Jersey)
Jersey
$140K -$4.76K -79 -3%
CPA
2527
Cowen Prime Advisors
New York
$139K
MCM
2528
MV Capital Management
Maryland
$131K -$5.25K -87 -4%
SL
2529
Salomon & Ludwin
Virginia
$130K
CCMIC
2530
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$130K +$128K +2,120 New
LJHT
2531
Laurie J. Hall Trustee
$128K -$36.2K -600 -22%
CCA
2532
Catalyst Capital Advisors
New York
$126K -$138K -2,292 -53%
LWM
2533
Lenox Wealth Management
Ohio
$122K -$60 -1 -0.1%
EARNEST Partners
2534
EARNEST Partners
Georgia
$119K
DOA
2535
D'Orazio & Associates
Virginia
$119K +$18.2K +302 +18%
CWA
2536
Capital Wealth Alliance
Arizona
$117K +$118K +1,962 New
CCM
2537
Cribstone Capital Management
Maine
$110K -$267K -4,419 -71%
JPLA
2538
Joseph P. Lucia & Associates
New York
$107K +$12.1K +201 +13%
FWM
2539
Filbrandt Wealth Management
Wisconsin
$107K +$105K +1,746 New
CDIA
2540
Capital Directions Investment Advisors
Georgia
$98K
CAL
2541
Capital Advisors Ltd
Ohio
$95K +$44.6K +739 +92%
VIM
2542
Veritas Investment Management
United Kingdom
$94K -$276K -4,578 -75%
TCM
2543
TD Capital Management
Tennessee
$94K
JWBC
2544
John W. Brooker & Co
California
$94K +$92.8K +1,538 New
TVWM
2545
Tower View Wealth Management
Wisconsin
$92K +$784 +13 +0.9%
IA
2546
IndexIQ Advisors
New York
$88K +$86K +1,426 New
NG
2547
NWK Group
California
$86K +$84.4K +1,400 New
ST
2548
Sageworth Trust
Pennsylvania
$84K -$35.1K -582 -30%
LFG
2549
LifePlan Financial Group
Ohio
$79K
POIA
2550
Pin Oak Investment Advisors
Texas
$78K -$11.5K -190 -13%

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.