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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
SIG
1001
Sky Investment Group
Connecticut
$3.78M +$18.1K +300 +0.5%
LBC
1002
Lawrence B. Cohen
$3.76M +$29K +480 +0.8%
HCA
1003
Horan Capital Advisors
Ohio
$3.76M -$74.1K -1,229 -2%
WB
1004
Webster Bank
Connecticut
$3.76M -$37.6K -624 -1%
FANJ
1005
Financial Architects (New Jersey)
New Jersey
$3.75M +$9.35K +155 +0.3%
BA
1006
Baugh & Associates
Georgia
$3.75M -$38.3K -635 -1%
MCM
1007
Mattern Capital Management
Colorado
$3.75M +$3.69M +61,148 New
NAM
1008
NTV Asset Management
West Virginia
$3.75M +$109K +1,808 +3%
CM
1009
Columbus Macro
Pennsylvania
$3.75M +$255K +4,235 +7%
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.74M -$249K -4,129 -6%
WFMPM
1011
Woodley Farra Manion Portfolio Management
Indiana
$3.74M +$1.82M +30,136 +98%
PPSG
1012
Princeton Portfolio Strategies Group
New Jersey
$3.74M -$21.7K -359 -0.6%
HI
1013
Hudock Inc
Pennsylvania
$3.74M +$125K +2,073 +4%
SAM
1014
Strategy Asset Managers
California
$3.71M +$134K +2,228 +4%
HPIA
1015
Hamilton Point Investment Advisors
North Carolina
$3.71M +$46.1K +765 +1%
DCM
1016
Delta Capital Management
New Jersey
$3.7M -$5.43K -90 -0.1%
LIM
1017
Leavell Investment Management
Alabama
$3.7M +$80.8K +1,340 +2%
Lido Advisors
1018
Lido Advisors
California
$3.7M +$874K +14,484 +32%
WCM
1019
Windward Capital Management
California
$3.69M +$684K +11,336 +23%
MLL
1020
Moody Lynn & Lieberson
Massachusetts
$3.69M +$463K +7,679 +15%
MBT
1021
Montecito Bank & Trust
California
$3.68M -$82K -1,360 -2%
KPW
1022
Kore Private Wealth
New York
$3.68M +$21.8K +362 +0.6%
BEAM
1023
Baker Ellis Asset Management
Washington
$3.68M -$499K -8,278 -12%
GIA
1024
Guyasuta Investment Advisors
Pennsylvania
$3.68M +$728K +12,068 +25%
PFS
1025
Physicians Financial Services
North Carolina
$3.67M -$2.35K -39 -0.1%

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.