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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
OIA
976
OneDigital Investment Advisors
Kansas
$4.02M -$64.2K -1,064 -2%
BWM
977
BerganKDV Wealth Management
Minnesota
$4M +$37.8K +626 +1%
BOTW
978
Bank of the West
California
$4M -$104K -1,719 -3%
GT
979
Greenleaf Trust
Michigan
$3.99M +$545K +9,029 +16%
NSEDCP
980
NJ State Employees Deferred Compensation Plan
New Jersey
$3.99M
HCM
981
Hollencrest Capital Management
California
$3.99M +$55.9K +926 +1%
MBTD
982
Mechanics Bank - Trust Department
California
$3.97M -$79.6K -1,320 -2%
RMC
983
Resources Management Corp
Connecticut
$3.97M +$69.6K +1,154 +2%
BUB
984
BBVA USA Bancshares
Texas
$3.94M +$28.3K +469 +0.7%
UCMOK
985
United Capital Management of KS
Kansas
$3.91M +$319K +5,288 +9%
SFG
986
SevenBridge Financial Group
Pennsylvania
$3.9M +$60.3K +1,000 +2%
HPC
987
HM Payson & Co
Maine
$3.89M +$106K +1,750 +3%
NP
988
NorthRock Partners
Minnesota
$3.88M +$767K +12,722 +25%
EH
989
Equitable Holdings
New York
$3.88M +$3.81M +63,173 New
BSB
990
Bangor Savings Bank
Maine
$3.88M +$166K +2,748 +5%
GSBTD
991
Glenview State Bank Trust Department
Illinois
$3.87M -$32.5K -538 -0.8%
WDA
992
Wendell David Associates
New Hampshire
$3.86M -$84.4K -1,400 -2%
DWM
993
Darwin Wealth Management
Florida
$3.85M +$169K +2,794 +5%
Fayez Sarofim & Co
994
Fayez Sarofim & Co
Texas
$3.84M +$384K +6,363 +11%
FM
995
Family Management
New York
$3.83M +$25.6K +425 +0.7%
IAN
996
Integrated Advisors Network
Texas
$3.82M +$3.75M +62,208 New
CCT
997
Capital City Trust
Florida
$3.81M +$51.8K +858 +1%
BDWM
998
Brewin Dolphin Wealth Management
Ireland
$3.79M -$156K -2,589 -4%
BA
999
BCM Advisors
Louisiana
$3.79M
SIM
1000
Sonora Investment Management
Arizona
$3.78M -$230K -3,818 -6%

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.