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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
GVAG
1101
Great Valley Advisor Group
Delaware
$3.08M -$89.3K -1,480 -3%
ZB
1102
Zions Bancorporation
Utah
$3.08M -$239K -3,969 -7%
BIM
1103
Bridgecreek Investment Management
Oklahoma
$3.07M +$116K +1,925 +4%
SWM
1104
SVA Wealth Management
Wisconsin
$3.07M -$182K -3,020 -6%
BIA
1105
BMT Investment Advisors
Pennsylvania
$3.06M +$96.5K +1,600 +3%
BB
1106
Bell Bank
North Dakota
$3.06M +$951K +15,760 +46%
HCM
1107
Hengehold Capital Management
Ohio
$3.06M -$6.88K -114 -0.2%
LA
1108
Lynch & Associates
Indiana
$3.05M +$203K +3,373 +7%
AOWM
1109
Alpha Omega Wealth Management
Virginia
$3.04M -$66.3K -1,100 -2%
BC
1110
Burleson & Co
California
$3.04M +$1.15K +19 +0%
SFO
1111
Stokes Family Office
Louisiana
$3.03M +$2.98M +49,408 New
JIM
1112
Jupiter Investment Management
United Kingdom
$3.03M -$44.2M -732,028 -94%
CM
1113
Capula Management
Cayman Islands
$3.02M +$2.97M +49,220 New
AL
1114
Arnhold LLC
New York
$3.01M
SMG
1115
Spectrum Management Group
Indiana
$3M -$439K -7,275 -13%
FHA
1116
Flagship Harbor Advisors
Massachusetts
$3M -$30K -498 -1%
CYG
1117
Clean Yield Group
Vermont
$3M +$29K +481 +1%
LJAC
1118
L.J. Altfest & Co
New York
$2.99M +$66.5K +1,102 +2%
EFS
1119
Essex Financial Services
Connecticut
$2.99M +$51.9K +860 +2%
SFM
1120
Signet Financial Management
New Jersey
$2.98M -$1.39K -23 -0%
CMO
1121
Covenant Multifamily Offices
Texas
$2.98M +$15.9K +264 +0.5%
KA
1122
Kovack Advisors
Florida
$2.98M +$101K +1,669 +4%
CFGS
1123
Concourse Financial Group Securities
Alabama
$2.98M +$2.04M +33,897 +233%
NFG
1124
Next Financial Group
Texas
$2.96M -$293K -4,858 -9%
NL
1125
NWAM LLC
Washington
$2.96M +$90K +1,492 +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.