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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
HB
1076
Homrich & Berg
Georgia
$3.25M +$321K +5,314 +11%
WSC
1077
Wellington Shields & Co
New York
$3.25M +$1.68M +27,853 +111%
DWM
1078
Dorchester Wealth Management
Quebec, Canada
$3.23M -$89.6K -1,485 -3%
DSC
1079
Duncker Streett & Co
Missouri
$3.23M -$10.7K -177 -0.3%
BS
1080
Bessemer Securities
New York
$3.23M +$5.73K +95 +0.2%
TPA
1081
Trivium Point Advisory
Connecticut
$3.23M -$3.32K -55 -0.1%
WGCA
1082
Wolf Group Capital Advisors
Virginia
$3.22M +$66.2K +1,097 +2%
HW
1083
Hedeker Wealth
Illinois
$3.22M +$35.6K +591 +1%
HCM
1084
Hall Capital Management
Rhode Island
$3.22M -$52.2K -865 -2%
LCC
1085
Lincoln Capital Corp
Rhode Island
$3.21M +$182K +3,010 +6%
OCM
1086
Orleans Capital Management
Louisiana
$3.2M -$9.05K -150 -0.3%
PWSG
1087
Pacific Wealth Strategies Group
California
$3.2M +$267K +4,421 +9%
OAM
1088
Oak Asset Management
California
$3.18M -$3.02K -50 -0.1%
IB
1089
Intrust Bank
Kansas
$3.18M -$18.5K -306 -0.6%
WEC
1090
Winslow Evans & Crocker
Massachusetts
$3.17M +$229K +3,802 +8%
PG
1091
Pendal Group
Australia
$3.17M -$2.91M -48,315 -48%
BKA
1092
Brick & Kyle Associates
Pennsylvania
$3.16M +$956K +15,848 +43%
ACS
1093
Archford Capital Strategies
Illinois
$3.15M +$1.21K +20 +0%
NFG
1094
Nations Financial Group
Iowa
$3.15M +$135K +2,231 +5%
CWG
1095
Cornerstone Wealth Group
North Carolina
$3.13M -$1.49M -24,671 -33%
FMTCOCP
1096
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.13M +$191K +3,166 +7%
PRS
1097
Pinkerton Retirement Specialists
Idaho
$3.1M +$30.3K +503 +1%
UBV
1098
United Bank (Virginia)
Virginia
$3.09M +$108K +1,785 +4%
CFA
1099
Carroll Financial Associates
North Carolina
$3.08M -$222K -3,687 -7%
GWMIA
1100
Global Wealth Management Investment Advisory
Florida
$3.08M +$75.8K +1,257 +3%

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.