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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
CA
2551
Crewe Advisors
Utah
$78K +$4.46K +74 +6%
PW
2552
Price Wealth
Texas
$77K +$17.7K +294 +31%
SCA
2553
Stuart Chaussee & Associates
California
$72K -$41.4K -687 -37%
IWP
2554
IAG Wealth Partners
Wisconsin
$72K +$70.2K +1,163 New
KC
2555
Knuff & Co
California
$71K +$60.3K +1,000 +613%
EWA
2556
Evolution Wealth Advisors
Florida
$70K +$50.8K +842 +281%
LGWM
2557
Litman Gregory Wealth Management
California
$70K +$56.8K +942 +462%
HFS
2558
HBC Financial Services
Washington
$68K +$69.1K +1,146 New
WCM
2559
Wealthcare Capital Management
Virginia
$67K +$18.4K +305 +39%
FCMT
2560
Founders Capital Management (Texas)
Texas
$61K
SA
2561
SRH Advisors
Kansas
$61K
CG
2562
Cutler Group
California
$60K -$150K -2,490 -72%
LWS
2563
Lucia Wealth Services
California
$60K +$1.69K +28 +3%
SC
2564
Solstein Capital
California
$59K +$57.9K +960 New
WCMN
2565
Westchester Capital Management (Nebraska)
Nebraska
$57K +$45.2K +750 +429%
RCG
2566
Ruggie Capital Group
Florida
$56K +$55.3K +916 New
BCI
2567
Brinker Capital Investments
Pennsylvania
$55K +$6.09K +101 +13%
CIA
2568
Cascade Investment Advisors
Oregon
$54.2K -$3.02K -50 -5%
MI
2569
Markston International
New York
$53K
WAM
2570
Westport Asset Management
Connecticut
$53K
DI
2571
Disciplined Investments
Oklahoma
$51K +$50.1K +830 New
PWP
2572
Personal Wealth Partners
Minnesota
$50K
HRC
2573
Hoertkorn Richard Charles
$49K
PCC
2574
Park Circle Company
Maryland
$49K
CAM
2575
Columbia Asset Management
Michigan
$47.4K +$29.7K +492 +0.6%

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.