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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
FA
901
FMA Advisory
Pennsylvania
$4.68M +$62.1K +1,030 +1%
APP
902
Avantax Planning Partners
Iowa
$4.67M +$25K +415 +0.5%
MAFM
903
Mid Atlantic Financial Management
Pennsylvania
$4.67M -$93.9K -1,557 -2%
FFSOTS
904
Fiduciary Financial Services of The Southwest
Texas
$4.64M -$37.4K -620 -0.8%
BP
905
BBR Partners
New York
$4.62M +$4.08M +67,701 +892%
IWM
906
IHT Wealth Management
Illinois
$4.61M +$308K +5,109 +7%
WorldQuant Millennium Advisors
907
WorldQuant Millennium Advisors
New York
$4.6M -$292K -4,843 -6%
RCM
908
Radnor Capital Management
Pennsylvania
$4.6M +$7.84K +130 +0.2%
GCM
909
GoodHaven Capital Management
New Jersey
$4.58M -$1.65M -27,350 -27%
CT
910
Coastline Trust
Rhode Island
$4.57M +$10.7K +177 +0.2%
RMAM
911
Raab & Moskowitz Asset Management
New Jersey
$4.57M -$8.87K -147 -0.2%
MWM
912
Marietta Wealth Management
Georgia
$4.57M +$252K +4,186 +6%
NEAM
913
New England Asset Management
Connecticut
$4.55M -$75.4K -1,250 -2%
DBG
914
De Burlo Group
Massachusetts
$4.53M +$1.47M +24,400 +49%
LNC
915
Lincoln National Corp
Pennsylvania
$4.52M +$695K +11,518 +19%
FNFDCM
916
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.5M +$44K +730 +1%
JAM
917
Jolley Asset Management
North Carolina
$4.49M -$237K -3,933 -5%
MA
918
Mutual Advisors
Nebraska
$4.49M +$724K +12,008 +20%
CIC
919
Cornercap Investment Counsel
Georgia
$4.48M -$45.6K -756 -1%
AMIM
920
Aull & Monroe Investment Management
Alabama
$4.45M
CPO
921
Cerity Partners OCIO
New York
$4.44M +$360K +5,962 +9%
Tudor Investment Corp
922
Tudor Investment Corp
Connecticut
$4.42M +$2.94M +48,670 +208%
OIA
923
Optimum Investment Advisors
Illinois
$4.41M +$152K +2,516 +4%
TI
924
Trexquant Investment
Connecticut
$4.4M +$4.33M +71,724 New
FFA
925
Fragasso Financial Advisors
Pennsylvania
$4.4M +$289K +4,794 +7%

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.