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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
MMA
576
Miracle Mile Advisors
California
$10.3M -$155K -2,574 -2%
SS
577
Sunbelt Securities
Texas
$10.3M +$416K +6,904 +4%
BII
578
Bainco International Investors
Massachusetts
$10.3M +$3.84M +63,680 +61%
WAM
579
Wealthspire Advisors (Maryland)
Maryland
$10.2M +$108K +1,794 +1%
AAM
580
Autus Asset Management
Arizona
$10.2M +$312K +5,177 +3%
HA
581
Heartland Advisors
Wisconsin
$10.1M +$9.96M +165,058 New
SFM
582
Stack Financial Management
Montana
$10.1M +$9.93M +164,578 New
EAM
583
Erste Asset Management
Austria
$10M +$446K +7,399 +5%
SPC
584
Sigma Planning Corp
Michigan
$9.93M +$423K +7,009 +5%
FEG
585
Financial Enhancement Group
Indiana
$9.91M +$576K +9,547 +6%
VCM
586
Violich Capital Management
California
$9.9M +$536K +8,889 +6%
PWP
587
Private Wealth Partners
California
$9.89M +$4.5M +74,574 +86%
NMIMC
588
Northwestern Mutual Investment Management Company
Wisconsin
$9.86M +$190K +3,149 +2%
ACC
589
Accident Compensation Corp
New Zealand
$9.84M +$1.16M +19,200 +14%
BRCM
590
Bright Rock Capital Management
Massachusetts
$9.82M -$905K -15,000 -9%
BCM
591
Bluefin Capital Management
New York
$9.78M +$8.71M +144,449 +978%
V
592
Veritable
Delaware
$9.75M +$411K +6,819 +4%
MIM
593
Marco Investment Management
Georgia
$9.75M +$99.7K +1,653 +1%
H
594
HoyleCohen
California
$9.71M -$152K -2,525 -2%
SBH
595
Segall Bryant & Hamill
Illinois
$9.7M +$1.26M +20,851 +15%
CSS
596
Cubist Systematic Strategies
Connecticut
$9.69M -$1.21M -20,080 -11%
WRBC
597
W.R. Berkley Corp
Connecticut
$9.68M
CM
598
Churchill Management
California
$9.66M +$300K +4,967 +3%
FG
599
Fiduciary Group
Georgia
$9.66M +$484K +8,032 +5%
KIC
600
Keating Investment Counselors
Florida
$9.63M -$146K -2,425 -2%

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.