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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
CCT
676
Chemung Canal Trust
New York
$7.98M +$568K +9,415 +8%
SWM
677
SeaCrest Wealth Management
New York
$7.93M +$442K +7,330 +6%
MJRIC
678
Mogy Joel R Investment Counsel
California
$7.92M -$6.03K -100 -0.1%
BPM
679
Bowling Portfolio Management
Ohio
$7.92M +$1.84M +30,492 +31%
AMG
680
Advisors Management Group
Wisconsin
$7.92M -$96.3K -1,596 -1%
CAM
681
Congress Asset Management
Massachusetts
$7.9M +$7.07M +117,183 +1,017%
WS
682
Wedbush Securities
California
$7.88M +$337K +5,583 +5%
RB
683
Rodgers Brothers
Pennsylvania
$7.83M -$32.3K -535 -0.4%
CIC
684
Cutler Investment Counsel
Oregon
$7.82M -$1.1M -18,300 -13%
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$7.82M -$189K -3,132 -2%
SW
686
SVB Wealth
Massachusetts
$7.82M -$231K -3,832 -3%
HVIA
687
Hudson Valley Investment Advisors
New York
$7.73M +$125K +2,065 +2%
SG
688
Swarthmore Group
Pennsylvania
$7.72M -$311K -5,150 -4%
B
689
Bailard
California
$7.7M +$1.54M +25,593 +26%
GG
690
Greenwood Gearhart
Arkansas
$7.69M +$435K +7,207 +6%
AIP
691
Ameritas Investment Partners
Nebraska
$7.68M -$128K -2,114 -2%
PCM
692
Parsons Capital Management
Rhode Island
$7.67M -$49.5K -820 -0.7%
BOH
693
Bank of Hawaii
Hawaii
$7.66M -$1.4M -23,266 -16%
AC
694
Alley Company
Illinois
$7.58M +$697K +11,549 +10%
BS
695
Banco Santander
Spain
$7.53M -$577K -9,560 -7%
BCM
696
BTC Capital Management
Iowa
$7.5M +$190K +3,150 +3%
BIAS
697
Beacon Investment Advisory Services
New Jersey
$7.49M +$2.66M +44,061 +57%
CNBT
698
Canandaigua National Bank & Trust
New York
$7.49M -$188K -3,116 -2%
LG
699
Leuthold Group
Minnesota
$7.47M -$285K -4,731 -4%
NC
700
Nicholas Company
Wisconsin
$7.45M -$239K -3,955 -3%

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.