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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
HAIM
1126
Hunter Associates Investment Management
Pennsylvania
$2.95M +$15.1K +250 +0.5%
HIP
1127
Harrell Investment Partners
Texas
$2.95M +$2.9M +48,059 New
SIMM
1128
Stillwater Investment Management (Minnesota)
Minnesota
$2.95M +$44.2K +732 +2%
IPW
1129
Inlet Private Wealth
Florida
$2.93M +$29.2K +484 +1%
PAM
1130
Paradigm Asset Management
New York
$2.93M +$136K +2,250 +5%
SCA
1131
Sage Capital Advisors
South Dakota
$2.92M +$47.1K +781 +2%
BOPW
1132
Brandywine Oak Private Wealth
Pennsylvania
$2.92M -$56.3K -933 -2%
FWM
1133
Frontier Wealth Management
Missouri
$2.9M +$331K +5,482 +13%
CFMC
1134
Curbstone Financial Management Corp
New Hampshire
$2.89M -$47.5K -788 -2%
MFG
1135
MidWestOne Financial Group
Iowa
$2.89M +$199K +3,307 +8%
AWA
1136
ARS Wealth Advisors
Florida
$2.89M -$97.3K -1,613 -3%
SCP
1137
Shorepoint Capital Partners
Massachusetts
$2.86M -$296K -4,901 -10%
CCA
1138
Cobblestone Capital Advisors
New York
$2.85M +$652K +10,805 +30%
HFA
1139
HC Financial Advisors
California
$2.85M -$38.2K -633 -1%
PHIMC
1140
Private Harbour Investment Management & Counsel
Ohio
$2.85M -$145K -2,400 -5%
MF
1141
MHI Funds
New York
$2.84M -$199K -3,305 -7%
LBC
1142
Lowe Brockenbrough & Co
Virginia
$2.84M +$60.2K +998 +2%
GDP
1143
Great Diamond Partners
Maine
$2.84M +$2.79M +46,296 New
SMFG
1144
Sumitomo Mitsui Financial Group
Japan
$2.84M +$104K +1,716 +4%
NC
1145
NewSquare Capital
Pennsylvania
$2.84M +$219K +3,636 +9%
MIC
1146
Meridian Investment Counsel
California
$2.83M +$121 +2 +0%
CC
1147
Chicago Capital
Illinois
$2.83M +$14.5K +240 +0.5%
FFG
1148
Fortem Financial Group
California
$2.83M +$131K +2,168 +5%
TPWA
1149
TRUE Private Wealth Advisors
Oregon
$2.82M -$125K -2,065 -4%
FAIM
1150
Financial Advocates Investment Management
Washington
$2.8M -$55K -911 -2%

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.