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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
SYBT
1201
Stock Yards Bank & Trust
Kentucky
$2.51M -$14.7K -243 -0.6%
SFI
1202
SPC Financial Inc
Maryland
$2.51M +$54.1K +897 +2%
TGAM
1203
TBH Global Asset Management
Tennessee
$2.5M +$2.46M +40,714 New
SC
1204
Slow Capital
California
$2.5M -$52.2K -865 -2%
AWM
1205
Altium Wealth Management
New York
$2.49M +$155K +2,567 +7%
BHWA
1206
Beacon Harbor Wealth Advisors
Virginia
$2.49M +$20.6K +341 +0.8%
AIA
1207
Armor Investment Advisors
North Carolina
$2.48M +$30.6K +507 +1%
LDB
1208
Lee, Danner & Bass
Tennessee
$2.48M -$164K -2,714 -6%
KCM
1209
Kempner Capital Management
Texas
$2.48M -$4.04K -67 -0.2%
CONA
1210
Capital One National Association
New York
$2.48M +$2.43M +40,316 New
GAMC
1211
Garner Asset Management Corp
Texas
$2.46M -$3.44K -57 -0.1%
AFM
1212
Abbot Financial Management
Massachusetts
$2.46M
UFF
1213
USA Financial Formulas
Michigan
$2.46M +$2.41M +40,020 New
MSS
1214
Mitchell Sinkler & Starr
Pennsylvania
$2.45M +$147K +2,437 +7%
TCA
1215
Transcend Capital Advisors
New Jersey
$2.45M +$2.4M +39,837 New
KCM
1216
Karp Capital Management
California
$2.44M +$97.7K +1,620 +4%
TC
1217
Telemus Capital
Michigan
$2.44M +$15.2K +252 +0.6%
AC
1218
Abbrea Capital
California
$2.44M -$29.5K -489 -1%
ST
1219
Smithfield Trust
Pennsylvania
$2.44M -$67K -1,111 -3%
AWM
1220
Avior Wealth Management
Nebraska
$2.44M +$120K +1,986 +5%
FP
1221
Factorial Partners
New York
$2.44M +$1.21M +20,000 +100%
QIM
1222
Quest Investment Management
Oregon
$2.43M -$174K -2,886 -7%
CCA
1223
Checchi Capital Advisers
California
$2.43M +$165K +2,743 +7%
CG
1224
Caprock Group
Idaho
$2.42M +$36.9K +611 +2%
SCA
1225
Strategic Capital Advisers
Colorado
$2.41M +$844 +14 +0%

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.