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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
SW
726
SteelPeak Wealth
California
$6.84M +$6.72M +111,445 New
CI
727
Cigna Investments
Connecticut
$6.84M -$774K -12,835 -10%
RWM
728
Rench Wealth Management
Texas
$6.83M -$603 -10 -0%
1SB
729
1ST Source Bank
Indiana
$6.83M -$89.2K -1,479 -1%
NB
730
NBT Bank
New York
$6.82M +$169K +2,799 +3%
FMC
731
First Merchants Corp
Indiana
$6.82M -$373K -6,180 -5%
GHA
732
GW Henssler & Associates
Georgia
$6.8M +$380K +6,298 +6%
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.78M +$80.6K +1,336 +1%
Qube Research & Technologies (QRT)
734
Qube Research & Technologies (QRT)
United Kingdom
$6.76M +$5.87M +97,364 +764%
DIP
735
DT Investment Partners
Pennsylvania
$6.75M +$580K +9,623 +10%
PCM
736
Princeton Capital Management
New Jersey
$6.72M +$40.8K +676 +0.6%
NCM
737
Narwhal Capital Management
Georgia
$6.7M +$175K +2,894 +3%
BCM
738
Bayesian Capital Management
New York
$6.68M +$6.56M +108,800 New
VCA
739
Verdence Capital Advisors
Maryland
$6.67M +$157K +2,601 +2%
BS
740
Boenning & Scattergood
Pennsylvania
$6.66M +$329K +5,454 +5%
PDN
741
Pensionfund DSM Netherlands
Netherlands
$6.63M
TF
742
Tompkins Financial
New York
$6.63M +$700K +11,606 +12%
HAG
743
HighPoint Advisor Group
Illinois
$6.62M +$428K +7,102 +7%
SIP
744
Stoneridge Investment Partners
Pennsylvania
$6.58M -$141K -2,335 -2%
FAB
745
First American Bank
Illinois
$6.56M +$6.44M +106,850 New
AF
746
Alerus Financial
North Dakota
$6.55M +$507K +8,413 +9%
AP
747
Appleton Partners
Massachusetts
$6.53M +$111K +1,845 +2%
PAIM
748
Punch & Associates Investment Management
Minnesota
$6.52M -$127K -2,105 -2%
AIL
749
AGF Investments LLC
Ontario, Canada
$6.51M -$2.43M -40,205 -27%
CCFCSB
750
Cape Cod Five Cents Savings Bank
Massachusetts
$6.51M +$6.51K +108 +0.1%

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.