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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
BAS
1276
Brown Advisory Securities
Maryland
$2.19M +$143K +2,363 +7%
CWM
1277
Chesapeake Wealth Management
Virginia
$2.19M -$56.5K -937 -3%
CHJWM
1278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.19M +$46.3K +768 +2%
RM
1279
Resource Management
Louisiana
$2.18M +$275K +4,560 +15%
QCM
1280
Quest Capital Management
Texas
$2.18M -$22.8K -378 -1%
VWM
1281
Vigilare Wealth Management
Arizona
$2.18M +$2.26M +37,508 New
CS
1282
Comerica Securities
Michigan
$2.18M +$218K +3,619 +11%
ED
1283
Exane Derivatives
France
$2.17M -$188K -3,112 -8%
DLCIG
1284
D.L. Carlson Investment Group
New Hampshire
$2.17M -$80.4K -1,333 -4%
SCM
1285
Sterneck Capital Management
Missouri
$2.17M -$81.5K -1,351 -4%
OWIM
1286
Old West Investment Management
California
$2.16M
MGIA
1287
Moneta Group Investment Advisors
Missouri
$2.15M +$22.6K +374 +1%
SXL
1288
Summit X LLC
Missouri
$2.15M +$100K +1,663 +5%
BAC
1289
Boys Arnold & Co
North Carolina
$2.15M +$436K +7,225 +26%
FSA
1290
Fort Sheridan Advisors
Illinois
$2.14M -$101K -1,668 -5%
KFA
1291
Kelleher Financial Advisors
New York
$2.14M -$39.7K -658 -2%
AAM
1292
Auxier Asset Management
Oregon
$2.14M -$3.92K -65 -0.2%
PVWM
1293
Point View Wealth Management
New Jersey
$2.14M +$121 +2 +0%
SLG
1294
Stanley-Laman Group
Pennsylvania
$2.14M -$136K -2,248 -6%
CA
1295
Clearstead Advisors
Ohio
$2.14M +$86.9K +1,441 +4%
TAM
1296
Tradition Asset Management
Virginia
$2.13M -$208K -3,445 -9%
WAP
1297
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$265K -4,397 -11%
MHS
1298
M Holdings Securities
Oregon
$2.13M +$53.4K +886 +3%
GLA
1299
Good Life Advisors
Pennsylvania
$2.12M +$57.1K +946 +3%
DLG
1300
Daniel L. Goodwin
$2.12M -$15.1K -250 -0.7%

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.