We are live on ! Find out more

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
RP
951
Rice Partnership
Hawaii
$4.21M +$528K +8,746 +15%
GLA
952
Great Lakes Advisors
Illinois
$4.21M +$156K +2,592 +4%
XWM
953
Xcel Wealth Management
Florida
$4.21M +$37.4K +620 +0.9%
LSPW
954
Lake Street Private Wealth
Illinois
$4.2M +$266K +4,414 +7%
FA
955
FDx Advisors
Illinois
$4.2M +$415K +6,873 +11%
CII
956
Capital International Inc
California
$4.19M -$398K -6,600 -9%
Jacobs Levy Equity Management
957
Jacobs Levy Equity Management
New Jersey
$4.19M +$57.7K +956 +1%
TTWM
958
TCV Trust & Wealth Management
Virginia
$4.16M -$163K -2,702 -4%
Parallax Volatility Advisers
959
Parallax Volatility Advisers
California
$4.15M +$3.15M +52,185 +338%
CIA
960
Covington Investment Advisors
Pennsylvania
$4.14M +$234K +3,880 +6%
GIP
961
Granite Investment Partners
California
$4.14M
WWM
962
Western Wealth Management
Colorado
$4.12M -$178K -2,959 -4%
OC
963
Oarsman Capital
Wisconsin
$4.11M -$600K -9,948 -13%
BHC
964
Bowen Hanes & Co
Florida
$4.11M +$59.7K +990 +2%
PTC
965
Private Trust Company
Ohio
$4.1M +$133K +2,208 +3%
AWP
966
Ascent Wealth Partners
New York
$4.09M +$26.5K +439 +0.7%
IRF
967
IBM Retirement Fund
New York
$4.09M -$159K -2,638 -4%
BCCM
968
Bridge Creek Capital Management
Massachusetts
$4.08M -$3.26K -54 -0.1%
RI
969
Rudd International
Florida
$4.08M +$61.3K +1,017 +2%
CBN
970
Cadence Bank NA
Texas
$4.07M +$46.4K +770 +1%
FBT
971
First Bankers Trust
Kentucky
$4.06M -$80.8K -1,340 -2%
SCM
972
Spreng Capital Management
Ohio
$4.04M +$3.97M +65,815 New
AA
973
AlphaMark Advisors
Kentucky
$4.03M +$13K +216 +0.3%
SNT
974
Security National Trust
West Virginia
$4.03M -$79.1K -1,312 -2%
Pacer Advisors
975
Pacer Advisors
Pennsylvania
$4.02M -$27.2M -451,644 -87%

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.