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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
VCM
826
Vision Capital Management
Oregon
$5.45M -$74.9K -1,242 -1%
TC
827
TownSquare Capital
Utah
$5.41M -$66.8K -1,107 -1%
ACM
828
Argyle Capital Management
Pennsylvania
$5.41M -$66.3K -1,100 -1%
LOAMS
829
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.41M +$164K +2,720 +3%
RIM
830
Rampart Investment Management
Connecticut
$5.4M +$1.72M +28,522 +48%
FHB
831
First Hawaiian Bank
Hawaii
$5.39M -$348K -5,777 -6%
PA
832
Profund Advisors
Maryland
$5.39M +$74.5K +1,235 +1%
TCM
833
Telos Capital Management
California
$5.38M +$749K +12,416 +16%
Kovitz Investment Group Partners
834
Kovitz Investment Group Partners
Illinois
$5.38M -$110K -1,817 -2%
CB
835
Cadence Bank
Mississippi
$5.38M +$183K +3,040 +4%
DT
836
Diversified Trust
Tennessee
$5.37M +$2.91M +48,286 +123%
LWAC
837
Laurel Wealth Advisors (California)
California
$5.35M -$793K -13,150 -13%
ADEF
838
Adams Diversified Equity Fund
Maryland
$5.33M
VIA
839
Vident Investment Advisory
Georgia
$5.32M +$2.33M +38,658 +80%
AIS
840
Accurate Investment Solutions
Pennsylvania
$5.31M +$229K +3,802 +5%
FPFS
841
First Personal Financial Services
North Carolina
$5.3M -$168K -2,786 -3%
AT
842
Arden Trust
Delaware
$5.27M +$130K +2,152 +3%
SMH
843
Sanders Morris Harris
Texas
$5.27M -$208K -3,450 -4%
DWA
844
Douglass Winthrop Advisors
New York
$5.25M -$1.44M -23,915 -22%
OSNBOA
845
Old Second National Bank of Aurora
Illinois
$5.25M +$11.2K +186 +0.2%
BSW
846
Buckingham Strategic Wealth
Missouri
$5.25M +$344K +5,709 +7%
PAS
847
Park Avenue Securities
New York
$5.24M +$1.16M +19,298 +29%
PAMG
848
Patton Albertson Miller Group
Tennessee
$5.24M +$72.7K +1,205 +1%
JWBC
849
J.W. Burns & Co
New York
$5.23M +$96.6K +1,601 +2%
DAS
850
Dynamic Advisor Solutions
Arizona
$5.2M +$59.5K +987 +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.