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
GI
1026
Gradient Investments
Minnesota
$3.67M +$88.5K +1,468 +3%
EP
1027
Eudaimonia Partners
Tennessee
$3.66M +$3.59M +59,568 New
FAM
1028
Fred Alger Management
New York
$3.65M
IC
1029
IEQ Capital
California
$3.65M +$3.59M +59,485 New
ISB
1030
Iowa State Bank
Iowa
$3.65M -$175K -2,904 -5%
BWL
1031
Bogart Wealth LLC
Virginia
$3.6M +$66.7K +1,105 +2%
MFG
1032
Monte Financial Group
Connecticut
$3.6M -$48.9K -811 -1%
IF
1033
Insight Folios
North Carolina
$3.6M +$3.54M +58,657 New
PCS
1034
Personal CFO Solutions
New Jersey
$3.59M -$6.45K -107 -0.2%
AM
1035
Atwater Malick
Pennsylvania
$3.58M +$186K +3,082 +6%
HC
1036
Hourglass Capital
Texas
$3.57M -$119K -1,980 -3%
VAG
1037
VisionPoint Advisory Group
Texas
$3.56M +$208K +3,447 +6%
CAM
1038
Cubic Asset Management
Massachusetts
$3.54M +$926K +15,352 +36%
DCM
1039
Donaldson Capital Management
Indiana
$3.54M -$202K -3,345 -5%
S
1040
SignatureFD
Georgia
$3.53M +$935K +15,501 +37%
EFIC
1041
Eliot Finkel Investment Counsel
California
$3.52M -$1.51K -25 -0%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$3.5M -$103K -1,700 -3%
DWT
1043
Dorsey & Whitney Trust
South Dakota
$3.47M +$124K +2,049 +4%
CCM
1044
Check Capital Management
California
$3.46M -$320K -5,300 -9%
NMIFOAC
1045
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.45M +$513K +8,500 +18%
WR
1046
Watson Rebecca
$3.44M +$3.38M +56,068 New
ACA
1047
Aptus Capital Advisors
Alabama
$3.44M +$2.83M +46,965 +516%
LA
1048
LVW Advisors
New York
$3.43M -$72.4K -1,201 -2%
LFAS
1049
Level Four Advisory Services
Texas
$3.42M +$98.3K +1,630 +4%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$3.42M +$1.93K +32 +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.