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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
SGAM
2601
Smith Group Asset Management
Texas
$8K
GC
2602
Globeflex Capital
California
$7K
TJHA
2603
Thomas J. Herzfeld Advisors
Florida
$7K
LFASL
2604
Lugano Financial Advisors SA (LFA)
Switzerland
$6K +$6.09K +101 New
CIM
2605
Contravisory Investment Management
Massachusetts
$5K
NICM
2606
Neo Ivy Capital Management
New York
$5K +$5.31K +88 New
FCH
2607
Freestone Capital Holdings
Washington
$4.56K +$1.1M +18,174 +32%
MFT
2608
Moisand Fitzgerald Tamayo
Florida
$4K -$41.6K -689 -91%
PAA
2609
Peregrine Asset Advisers
Oregon
$3.98K +$3.51M +58,190 +867%
LP
2610
LMR Partners
United Kingdom
$3.49K +$1.78M +29,572 +109%
CAM
2611
ClariVest Asset Management
California
$3K -$378K -6,271 -99%
MAM
2612
Marquette Asset Management
Minnesota
$3K
NDSI
2613
Newman Dignan & Sheerar Inc
Rhode Island
$2.69K +$23.5K +389 +0.9%
ETC
2614
Exchange Traded Concepts
Oklahoma
$2K +$1.51K +25 New
AC
2615
Asio Capital
Kentucky
$1.3K +$1.28M +21,143 New
PGAM
2616
Princeton Global Asset Management
New Jersey
$581 +$109K +1,815 +24%
LS
2617
Leelyn Smith
Illinois
$538 +$535K +8,862 New
SHWM
2618
Silicon Hills Wealth Management
Texas
$511 +$905 +15 New
HF
2619
Halpern Financial
Virginia
$194 +$181 +3 New
ECM
2620
EII Capital Management
New York
$79
ZIG
2621
Zurich Insurance Group
Switzerland
-$43.7M -723,285 Closed
CPP
2622
Crow Point Partners
Massachusetts
-$27.1M -450,000 Closed
BA
2623
Bridgewater Associates
Connecticut
-$19.8M -328,512 Closed
VCM
2624
Voleon Capital Management
California
-$12.6M -208,000 Closed
NLGIA
2625
Nippon Life Global Investors Americas
New York
-$9.76M -161,740 Closed

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.