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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
IEFM
926
IQ EQ Fund Management
Ireland
$4.4M -$83.5K -1,384 -2%
PS
927
Pensionfund Sabic
Netherlands
$4.39M
CBTWT
928
Community Bank & Trust (Waco, Texas)
Texas
$4.38M -$19.7K -326 -0.5%
JCM
929
Jacobi Capital Management
Pennsylvania
$4.38M +$28.4K +470 +0.7%
FFWA
930
FRG Family Wealth Advisors
Washington
$4.36M -$28.4K -471 -0.7%
BL
931
BFSG LLC
California
$4.36M +$14.8K +245 +0.3%
KCPG
932
Kavar Capital Partners Group
Kansas
$4.36M +$87.5K +1,450 +2%
WIM
933
Waverton Investment Management
United Kingdom
$4.35M -$1.85M -30,740 -30%
Cohen & Steers
934
Cohen & Steers
New York
$4.34M -$102K -1,690 -2%
RWP
935
RWA Wealth Partners
Massachusetts
$4.32M +$102K +1,686 +2%
CCM
936
Compton Capital Management
Rhode Island
$4.32M -$6.03K -100 -0.1%
KFP
937
KMG Fiduciary Partners
Ohio
$4.31M -$36.3K -602 -0.9%
DY
938
Dowling & Yahnke
California
$4.3M +$236K +3,908 +6%
JWM
939
JGP Wealth Management
Oregon
$4.3M +$276K +4,569 +7%
UOC
940
UBS O'Connor
Illinois
$4.3M -$10.9M -180,000 -72%
BRM
941
Boston Research & Management
Massachusetts
$4.29M +$3.62K +60 +0.1%
NPT
942
Nixon Peabody Trust
Massachusetts
$4.29M -$4.52K -75 -0.1%
MKC
943
M. Kraus & Co
Vermont
$4.28M +$3.74M +61,975 +794%
MCM
944
Mengis Capital Management
Oregon
$4.28M +$63.9K +1,060 +2%
BBHC
945
Brown Brothers Harriman & Co
New York
$4.27M +$543 +9 +0%
TCOT
946
Trust Company of Toledo
Ohio
$4.25M +$81.4K +1,349 +2%
ETI
947
Enterprise Trust & Investment
California
$4.24M
AIC
948
Argus Investors Counsel
New York
$4.23M -$124K -2,060 -3%
CCM
949
Cadence Capital Management
Massachusetts
$4.21M -$19.5K -324 -0.5%
PMG
950
ProVise Management Group
Florida
$4.21M +$255K +4,229 +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.