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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
CA
1226
Calton & Associates
Florida
$2.41M +$153K +2,544 +7%
AWA
1227
Arete Wealth Advisors
Illinois
$2.4M -$54.4K -902 -2%
HCM
1228
Harvey Capital Management
Florida
$2.4M -$1.51K -25 -0.1%
MIM
1229
Miller Investment Management
Pennsylvania
$2.39M
RIA
1230
Regal Investment Advisors
Michigan
$2.38M +$207K +3,430 +10%
CA
1231
Claro Advisors
Massachusetts
$2.38M +$41.6K +690 +2%
NNP
1232
Nachman Norwood & Parrott
South Carolina
$2.38M +$288K +4,773 +14%
NWP
1233
Northstar Wealth Partners
Connecticut
$2.37M +$36.9K +612 +2%
CCC
1234
Chelsea Counsel Company
California
$2.37M
PCIA
1235
Prime Capital Investment Advisors
Kansas
$2.36M +$1.37M +22,767 +146%
SMC
1236
Smith, Moore & Co
Missouri
$2.35M -$16.8K -278 -0.7%
TMAM
1237
Tokio Marine Asset Management
Japan
$2.35M +$295K +4,896 +15%
CTA
1238
Chesley Taft & Associates
Illinois
$2.35M +$1.02K +17 +0%
JFL
1239
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.34M -$4.16K -69 -0.2%
JIC
1240
Joel Isaacson & Co
New York
$2.33M +$84.6K +1,403 +4%
OWD
1241
Osborn Williams & Donohoe
Ohio
$2.33M -$47.2K -783 -2%
FI
1242
FormulaFolio Investments
Michigan
$2.32M +$30.8K +511 +1%
BDF
1243
Balasa Dinverno & Foltz
$2.32M +$154K +2,556 +7%
HI
1244
Human Investing
Oregon
$2.32M -$42.6K -706 -2%
BPC
1245
Banque Pictet & Cie
Switzerland
$2.32M +$62.1K +1,030 +3%
FCCM
1246
First City Capital Management
Georgia
$2.31M -$66.3K -1,100 -3%
IHL
1247
Investment House LLC
California
$2.3M
KWMG
1248
King Wealth Management Group
Florida
$2.3M -$37.2K -616 -2%
CIM
1249
CenturyLink Investment Management
Colorado
$2.29M -$351K -5,813 -13%
SCM
1250
Stumpf Capital Management
Arizona
$2.29M

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.