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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
CWM
1051
Concentric Wealth Management
California
$3.39M +$830K +13,755 +33%
JWM
1052
Jackson Wealth Management
Florida
$3.38M +$109K +1,814 +3%
HCM
1053
Hodges Capital Management
Texas
$3.38M -$154K -2,557 -4%
SGA
1054
Strategic Global Advisors
California
$3.38M -$33.5K -556 -1%
VWA
1055
Visionary Wealth Advisors
Illinois
$3.37M +$3.31M +54,853 New
HAM
1056
Hammer Asset Management
California
$3.37M -$57.5K -953 -2%
CPIA
1057
Cornell Pochily Investment Advisors
New York
$3.37M -$50.2K -833 -1%
RC
1058
RegentAtlantic Capital
New Jersey
$3.36M -$16.8K -279 -0.5%
CGL
1059
Clarius Group LLC
Washington
$3.36M +$1.89M +31,412 +124%
AF
1060
Arrow Financial
New York
$3.35M -$174K -2,888 -5%
MSAM
1061
Moloney Securities Asset Management
Missouri
$3.33M +$19.9K +330 +0.6%
HCM
1062
Hillman Capital Management
Maryland
$3.33M +$3.27M +54,219 New
PA
1063
Perennial Advisors
New York
$3.33M +$74K +1,226 +2%
GW
1064
GW & Wade
Massachusetts
$3.32M +$60.9K +1,010 +2%
PAM
1065
Pegasus Asset Management
New York
$3.31M +$49.7K +824 +2%
UF
1066
Univest Financial
Pennsylvania
$3.31M -$252K -4,172 -6%
CIA
1067
Choate Investment Advisors
Massachusetts
$3.31M -$195K -3,228 -6%
VFA
1068
Valeo Financial Advisors
Indiana
$3.3M +$170K +2,815 +6%
BOCM
1069
Bontempo Ohly Capital Management
Maryland
$3.3M +$16.9K +280 +0.5%
EF
1070
Exeter Financial
Arizona
$3.29M -$51.1K -847 -2%
SIAG
1071
Signet Investment Advisory Group
Rhode Island
$3.28M +$217K +3,593 +7%
EFSCE
1072
Enterprise Financial Services Corp (EFSC)
Missouri
$3.26M -$104K -1,721 -3%
MCP
1073
Mirador Capital Partners
California
$3.26M +$43.4K +720 +1%
GCM
1074
Gables Capital Management
Florida
$3.26M -$44.6K -740 -1%
WMA
1075
Wealth Management Associates
New Jersey
$3.25M +$447K +7,406 +16%

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.