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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
LPWM
2576
Lake Point Wealth Management
Texas
$46K +$44.8K +742 New
CWAF
2577
Core Wealth Advisors (Florida)
Florida
$46K +$45.5K +755 New
CMA
2578
Cedar Mountain Advisors
Oregon
$45K +$43.9K +728 New
CT
2579
Clearstead Trust
Maine
$43K -$7.24K -120 -15%
AWMS
2580
Advocacy Wealth Management Services
Georgia
$41K -$724 -12 -2%
LWA
2581
Lenox Wealth Advisors
New York
$41K +$2.05K +34 +5%
OAJ
2582
Ogorek Anthony Joseph
New York
$38K +$37.4K +620 New
AWA
2583
Artemis Wealth Advisors
New York
$37.4K +$36.7K +609 New
PC
2584
Permanens Capital
New York
$37K +$36.8K +610 New
HWM
2585
HighMark Wealth Management
Minnesota
$33K +$32.5K +539 New
LWM
2586
Lionsbridge Wealth Management
Florida
$32K +$32.5K +539 New
Kayne Anderson Rudnick Investment Management
2587
Kayne Anderson Rudnick Investment Management
California
$31K
SIAS
2588
Shine Investment Advisory Services
Colorado
$31K
NCM
2589
New Capital Management
Texas
$30K
CWM
2590
Cranbrook Wealth Management
Michigan
$27K -$41.9K -694 -61%
DTIM
2591
Danda Trouve Investment Management
Kansas
$25K +$24.1K +400 New
IF
2592
Ironwood Financial
Arizona
$24K +$60 +1 +0.3%
MWA
2593
Moser Wealth Advisors
Washington
$24K +$23.3K +387 New
JWM
2594
Janiczek Wealth Management
Colorado
$21K
KIG
2595
Kessler Investment Group
Indiana
$18K +$18.1K +300 New
AFIA
2596
America First Investment Advisors
Nebraska
$16K
AGA
2597
Accuvest Global Advisors
Utah
$13K
CI
2598
Clal Insurance
Israel
$12K -$679K -11,263 -94%
IRAG
2599
Investment Research & Advisory Group
Georgia
$11K +$10.4K +173 New
TFA
2600
Toth Financial Advisory
Virginia
$9K +$121 +2 +1%

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.