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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
Cetera Investment Advisers
876
Cetera Investment Advisers
Illinois
$4.86M +$230K +3,814 +5%
KA
877
Kintegral Advisory
New York
$4.85M
LCP
878
Legacy Capital Partners
Wisconsin
$4.84M +$103K +1,700 +2%
PWM
879
Perigon Wealth Management
California
$4.83M +$349K +5,794 +8%
EWA
880
Exencial Wealth Advisors
Oklahoma
$4.83M +$81.4K +1,350 +2%
MCM
881
McMillion Capital Management
North Carolina
$4.83M -$37.6K -623 -0.8%
HSA
882
HBK Sorce Advisory
Pennsylvania
$4.82M +$136K +2,256 +3%
DBT
883
Dubuque Bank & Trust
Iowa
$4.81M +$555K +9,202 +13%
LNWWM
884
Laird Norton Wetherby Wealth Management
California
$4.8M +$50K +829 +1%
AAMA
885
Advanced Asset Management Advisors
Ohio
$4.8M -$12.5K -208 -0.3%
WAS
886
WESPAC Advisors SoCal
California
$4.79M -$28.7K -475 -0.6%
FTC
887
Farmers Trust Company
Ohio
$4.79M +$878K +14,553 +23%
MPAM
888
Murphy Pohlad Asset Management
Minnesota
$4.78M -$11.3K -188 -0.2%
SSWM
889
Smith Salley Wealth Management
North Carolina
$4.77M -$53.1K -880 -1%
MYLI
890
Meiji Yasuda Life Insurance
Japan
$4.77M -$122K -2,029 -3%
STB
891
S&T Bank
Pennsylvania
$4.75M +$103K +1,707 +2%
BG
892
Bahl & Gaynor
Ohio
$4.73M -$20.4K -339 -0.4%
BRWM
893
B. Riley Wealth Management
Tennessee
$4.72M +$1.02M +16,946 +28%
SC
894
Sawyer & Company
Massachusetts
$4.71M +$31.1K +515 +0.7%
CP
895
Corbenic Partners
Pennsylvania
$4.71M +$4.63M +76,745 New
LWM
896
Lyell Wealth Management
California
$4.71M +$139K +2,306 +3%
BCM
897
Brookstone Capital Management
Illinois
$4.71M -$66.8K -1,107 -1%
MCP
898
Martin Capital Partners
Oregon
$4.7M +$127K +2,102 +3%
WLPWM
899
Walled Lake Planning & Wealth Management
Illinois
$4.69M +$4.61M +76,370 New
AIA
900
Affinity Investment Advisors
California
$4.68M -$1.42M -23,618 -24%

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.