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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
BCA
626
Bernzott Capital Advisors
California
$8.94M +$470K +7,800 +6%
BFPW
627
BOK Financial Private Wealth
Colorado
$8.94M +$8.4M +139,231 +2,200%
MIA
628
MainStreet Investment Advisors
Illinois
$8.93M +$857K +14,205 +11%
BFS
629
Bradley Foster & Sargent
Connecticut
$8.9M +$584K +9,683 +7%
EWM
630
Evercore Wealth Management
New York
$8.88M -$742K -12,304 -8%
FSA
631
Franklin Street Advisors
North Carolina
$8.81M +$651K +10,796 +8%
PSP
632
Principal Street Partners
Tennessee
$8.8M +$575K +9,528 +7%
SC
633
Saybrook Capital
North Carolina
$8.79M
NP
634
NS Partners
United Kingdom
$8.73M +$852K +14,127 +11%
BRWA
635
B. Riley Wealth Advisors
Florida
$8.69M +$874K +14,486 +11%
GC
636
Gratus Capital
Georgia
$8.69M +$81.5K +1,352 +1%
AMI
637
Amica Mutual Insurance
Rhode Island
$8.67M -$597K -9,897 -7%
NIA
638
Northstar Investment Advisors
Colorado
$8.6M -$632K -10,481 -7%
AAIM
639
American Assets Investment Management
California
$8.6M
JC
640
Jacobs & Co
California
$8.59M +$125K +2,080 +2%
BFA
641
Bragg Financial Advisors
North Carolina
$8.59M +$157K +2,608 +2%
VanEck Associates
642
VanEck Associates
New York
$8.56M +$1.96M +32,446 +30%
ANBT
643
American National Bank & Trust
Texas
$8.54M -$59.4K -985 -0.7%
DA
644
Duality Advisers
Florida
$8.52M -$3.63M -60,206 -30%
ALAM
645
Asahi Life Asset Management
Japan
$8.51M +$354K +5,875 +4%
LCM
646
Logan Capital Management
Pennsylvania
$8.5M -$48.5K -804 -0.6%
HI
647
Horizon Investments
North Carolina
$8.5M +$6.99M +115,805 +511%
PSC
648
Prentiss Smith & Co
Vermont
$8.46M -$146K -2,415 -2%
WTC
649
WhitTier Trust Company
Nevada
$8.41M +$309K +5,117 +4%
EVM
650
Evelyn V. Moreno
$8.4M -$165K -2,740 -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.