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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
TFS
1176
Thoroughbred Financial Services
Tennessee
$2.64M +$65.2K +1,081 +3%
RMDI
1177
R.M. Davis Inc
Maine
$2.64M +$389K +6,444 +18%
EBT
1178
Enterprise Bank & Trust
Massachusetts
$2.63M -$19.1K -317 -0.7%
HFBOT
1179
Home Federal Bank of Tennessee
Tennessee
$2.63M +$12.1K +200 +0.5%
CRA
1180
Circle Road Advisors
New York
$2.61M -$1.36M -22,616 -35%
JG
1181
Jefferies Group
New York
$2.61M -$15.2M -251,733 -86%
LOAME
1182
Lombard Odier Asset Management (Europe)
United Kingdom
$2.6M
WP
1183
WealthSource Partners
California
$2.6M -$145K -2,408 -5%
RC
1184
Roundview Capital
New Jersey
$2.6M +$29.7K +493 +1%
FC
1185
Forte Capital
New York
$2.59M -$67.3K -1,115 -3%
ACM
1186
Avalon Capital Management
California
$2.59M -$29.9K -495 -1%
EIP
1187
Ellis Investment Partners
Pennsylvania
$2.58M -$2.77K -46 -0.1%
SSWM
1188
Sheets Smith Wealth Management
North Carolina
$2.57M +$108K +1,783 +4%
NCM
1189
Neumann Capital Management
California
$2.57M +$27.1K +450 +1%
MIC
1190
Means Investment Company
Maine
$2.56M +$20.6K +341 +0.8%
Loomis, Sayles & Company
1191
Loomis, Sayles & Company
Massachusetts
$2.56M -$2.05M -34,005 -45%
PP
1192
Professional Planning
California
$2.56M -$4.58K -76 -0.2%
CCMW
1193
Cypress Capital Management (Wyoming)
Wyoming
$2.55M -$108K -1,798 -4%
ACP
1194
Ashfield Capital Partners
California
$2.54M +$9.05K +150 +0.4%
FDS
1195
First Dallas Securities
Texas
$2.53M +$241 +4 +0%
RA
1196
RFG Advisory
Alabama
$2.53M +$630K +10,438 +34%
ACM
1197
Alta Capital Management
Utah
$2.53M +$52.4K +869 +2%
DLA
1198
Douglas Lane & Associates
New York
$2.52M -$6.94K -115 -0.3%
NSB
1199
Norway Savings Bank
Maine
$2.52M +$1.38M +22,836 +125%
HFM
1200
Hartford Financial Management
Connecticut
$2.52M -$7.24K -120 -0.3%

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.