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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
SAMC
1301
Spectrum Asset Management (California)
California
$2.12M -$44.3K -735 -2%
HPC
1302
Hobart Private Capital
North Carolina
$2.11M +$189K +3,131 +10%
HWM
1303
Hohimer Wealth Management
Washington
$2.11M +$2.07M +34,310 New
BG
1304
Berry Group
Massachusetts
$2.11M +$2.07M +34,312 New
CIC
1305
Cincinnati Indemnity Company
Ohio
$2.11M
BW
1306
Bison Wealth
Georgia
$2.11M +$29.6K +491 +1%
SBSB
1307
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.1M -$111K -1,832 -5%
EHWM
1308
Eads & Heald Wealth Management
Georgia
$2.1M +$119K +1,967 +6%
MC
1309
Maverick Capital
Texas
$2.08M +$2.05M +33,915 New
GIM
1310
Guild Investment Management
California
$2.08M +$21.7K +360 +1%
FMT
1311
First Mercantile Trust
Tennessee
$2.07M +$162K +2,689 +9%
CT
1312
Chicago Trust
Illinois
$2.07M -$47.2K -782 -2%
CL
1313
CPWM LLC
Washington
$2.07M -$21.9K -363 -1%
MF
1314
Manchester Financial
California
$2.07M +$25.7K +426 +1%
FFBTD
1315
First Financial Bank - Trust Division
Ohio
$2.07M -$22.3K -369 -1%
BHBT
1316
Burke & Herbert Bank & Trust
Virginia
$2.06M -$3.38K -56 -0.2%
MMHP
1317
Murphy Middleton Hinkle & Parker
Georgia
$2.06M +$10.9K +180 +0.5%
TIA
1318
Traphagen Investment Advisors
New Jersey
$2.06M +$50.5K +837 +3%
SOAMC
1319
Spirit of America Management Corp
New York
$2.06M -$152K -2,520 -7%
CAM
1320
Covenant Asset Management
New Jersey
$2.06M -$21.2K -352 -1%
GAM
1321
Grandview Asset Management
Pennsylvania
$2.05M -$214K -3,540 -10%
EIM
1322
Essex Investment Management
Massachusetts
$2.05M +$72K +1,194 +4%
NL
1323
NVWM LLC
Pennsylvania
$2.05M -$1.13M -18,739 -36%
FMTC
1324
Farmers & Merchants Trust Company
California
$2.05M -$15.4K -255 -0.8%
TB
1325
Terril Brothers
Missouri
$2.05M

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.