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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
ATC
551
Argent Trust Co
Tennessee
$11.2M +$554K +9,192 +5%
Cerity Partners
552
Cerity Partners
New York
$11.2M -$57.1K -946 -0.5%
ACM
553
Argent Capital Management
Missouri
$11.2M +$72.4K +1,201 +0.7%
WIC
554
Woodmont Investment Counsel
Tennessee
$11.2M -$66.7K -1,105 -0.6%
FLPIM
555
F.L. Putnam Investment Management
Massachusetts
$11.2M +$418K +6,935 +4%
KCM
556
Kanawha Capital Management
Virginia
$11.1M +$713K +11,826 +7%
JFA
557
Johanson Financial Advisors
California
$11.1M +$40.3M +668,847 +6,220%
CEP
558
Chicago Equity Partners
Illinois
$10.9M -$4.81M -79,720 -31%
Grantham, Mayo, Van Otterloo & Co (GMO)
559
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.9M +$6.19M +102,692 +136%
NCM
560
Nelson Capital Management
California
$10.9M -$127K -2,100 -1%
ECG
561
Edge Capital Group
Georgia
$10.8M +$141K +2,343 +1%
VAS
562
Valicenti Advisory Services
New York
$10.7M +$23.3K +386 +0.2%
BFO
563
Boston Family Office
Massachusetts
$10.6M +$125K +2,066 +1%
CAMG
564
CWA Asset Management Group
Florida
$10.6M +$460K +7,627 +5%
SSB
565
Sandy Spring Bank
Maryland
$10.6M -$504K -8,350 -5%
CAM
566
Carret Asset Management
New York
$10.6M +$62.4K +1,035 +0.6%
SAM
567
Sompo Asset Management
Japan
$10.6M -$749K -12,420 -7%
GLLW
568
Graves Light Lenhart Wealth
Virginia
$10.6M +$6.82K +113 +0.1%
PHS
569
Pekin Hardy Strauss
Illinois
$10.5M -$308K -5,106 -3%
HW
570
Hancock Whitney
Mississippi
$10.4M -$95.2K -1,579 -0.9%
QP
571
Quilter Plc
United Kingdom
$10.4M +$10.2M +169,382 New
LOIM
572
Liberty One Investment Management
Illinois
$10.4M +$10.2M +168,697 New
ASN
573
Advisory Services Network
Georgia
$10.3M +$137K +2,273 +1%
SDJVC
574
St. Denis J. Villere & Co
Louisiana
$10.3M
LCS
575
Levin Capital Strategies
New York
$10.3M -$4.18M -69,357 -29%

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.