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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
Koshinski Asset Management
851
Koshinski Asset Management
Illinois
$5.2M +$5.12M +84,864 New
HDIM
852
Hanson & Doremus Investment Management
Vermont
$5.17M +$43.9K +728 +0.9%
EWM
853
Executive Wealth Management
Michigan
$5.13M +$387K +6,409 +8%
LC
854
Lavaca Capital
Texas
$5.09M
WA
855
WealthTrust Axiom
Pennsylvania
$5.06M -$161K -2,661 -3%
SIAP
856
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.05M -$8.75K -145 -0.2%
OTPPB
857
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.05M -$6.82M -113,023 -58%
GC
858
Grimes & Company
Massachusetts
$5.03M +$564K +9,355 +13%
CBB
859
Citizens Business Bank
California
$4.99M +$64.2K +1,064 +1%
WBC
860
West Branch Capital
Massachusetts
$4.98M -$579K -9,591 -11%
SCM
861
Salem Capital Management
Massachusetts
$4.98M -$45.2K -750 -0.9%
SW
862
SkyOak Wealth
Michigan
$4.96M +$4.87M +80,741 New
HAM
863
Highstreet Asset Management
Ontario, Canada
$4.96M -$42.5K -705 -0.9%
MAM
864
Morse Asset Management
Connecticut
$4.95M +$162K +2,684 +3%
IC
865
Intersect Capital
California
$4.94M +$46.9K +778 +1%
TNBTD
866
Trustmark National Bank Trust Department
Mississippi
$4.94M -$219K -3,637 -4%
CCM
867
Coldstream Capital Management
Washington
$4.92M +$653K +10,822 +16%
BO
868
Bank OZK
Arkansas
$4.9M +$114K +1,896 +2%
PCA
869
Providence Capital Advisors
North Carolina
$4.9M +$2.77M +45,998 +136%
GP
870
Greenline Partners
New York
$4.9M -$776K -12,861 -14%
GWM
871
Graybill Wealth Management
Illinois
$4.89M +$30.1K +499 +0.6%
IWC
872
Integrated Wealth Concepts
Massachusetts
$4.89M +$1.41M +23,365 +42%
RIM
873
Regent Investment Management
Kentucky
$4.87M +$213K +3,525 +5%
BFA
874
Benedict Financial Advisors
Georgia
$4.87M +$160K +2,650 +3%
AIM
875
Anchor Investment Management
South Carolina
$4.86M +$89.3K +1,480 +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.