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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
PAI
701
Pittenger & Anderson Inc
Nebraska
$7.44M +$15.1K +250 +0.2%
PCM
702
Penserra Capital Management
California
$7.43M +$2.2M +36,487 +40%
VV
703
Verity & Verity
South Carolina
$7.42M -$102K -1,684 -1%
VFM
704
Viking Fund Management
North Dakota
$7.37M +$1.27M +21,000 +21%
WSCM
705
Wellington Shields Capital Management
New York
$7.35M -$64.2K -1,065 -0.9%
FB
706
Fulton Bank
Pennsylvania
$7.32M +$604K +10,010 +9%
MPI
707
Mairs & Power Inc
Minnesota
$7.31M +$216K +3,587 +3%
TNB
708
TCF National Bank
South Dakota
$7.3M -$60.1K -997 -0.8%
MIAN
709
Mariner Independent Advisor Network
Kansas
$7.27M -$386K -6,398 -5%
AHC
710
Adell Harriman & Carpenter
Texas
$7.25M +$313K +5,195 +5%
HI
711
HBK Investments
Texas
$7.22M +$3.98M +65,921 +128%
LIA
712
LS Investment Advisors
Michigan
$7.19M +$277K +4,599 +4%
SCA
713
Stonebridge Capital Advisors
Minnesota
$7.15M +$119K +1,965 +2%
CFSG
714
Community Financial Services Group
Vermont
$7.14M +$114K +1,890 +2%
LW
715
Linscomb Wealth
Texas
$7.13M +$93.5K +1,550 +1%
MERSOM
716
Municipal Employees' Retirement System of Michigan
Michigan
$7.13M -$13.3K -220 -0.2%
BAM
717
Belpointe Asset Management
Nevada
$7.1M +$2.3M +38,146 +49%
EWA
718
EP Wealth Advisors
California
$7.09M +$100K +1,663 +1%
SLI
719
Sumitomo Life Insurance
Japan
$7.08M -$257K -4,258 -4%
SS
720
Simplicity Solutions
Minnesota
$7.05M +$1.57M +25,960 +29%
GF
721
Goodman Financial
Texas
$7.01M -$327K -5,413 -5%
BFG
722
Beacon Financial Group
Texas
$7.01M +$17.9K +296 +0.3%
S
723
Seeyond
France
$6.9M -$174K -2,882 -3%
CT
724
Caldwell Trust
Florida
$6.86M +$6.74M +111,771 New
GP
725
Girard Partners
Pennsylvania
$6.86M +$93.5K +1,550 +1%

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.