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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
MWP
1326
MYCIO Wealth Partners
Pennsylvania
$2.04M +$681K +11,287 +52%
WCM
1327
Washington Capital Management
Washington
$2.01M +$3.02K +50 +0.2%
PA
1328
Probity Advisors
Texas
$2.01M -$3.32K -55 -0.2%
WA
1329
WBH Advisory
Maryland
$2.01M -$8.14K -135 -0.4%
DAM
1330
Diamant Asset Management
Connecticut
$2M -$90.5K -1,500 -4%
BFO
1331
Biltmore Family Office
North Carolina
$2M +$89K +1,476 +5%
Assenagon Asset Management
1332
Assenagon Asset Management
Luxembourg
$2M -$255M -4,229,386 -99%
AF
1333
Aldebaran Financial
$2M -$501K -8,299 -20%
TFS
1334
TrustCore Financial Services
Tennessee
$2M +$499K +8,279 +34%
CI
1335
Capital International
California
$1.99M -$39.2K -650 -2%
PFGIA
1336
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M +$180K +2,976 +10%
TAIM
1337
TD Ameritrade Investment Management
Nebraska
$1.99M +$678K +11,238 +53%
AIC
1338
Ameritas Investment Company
Nebraska
$1.99M -$87.8K -1,456 -4%
PI
1339
Pettee Investors
Connecticut
$1.99M +$142K +2,350 +8%
NIM
1340
Northeast Investment Management
Massachusetts
$1.99M +$185K +3,068 +10%
PTB
1341
Pioneer Trust Bank
Oregon
$1.99M -$1.06M -17,559 -35%
YWP
1342
YorkBridge Wealth Partners
New York
$1.99M +$67K +1,110 +4%
MIM
1343
Moseley Investment Management
Florida
$1.98M -$77.6K -1,287 -4%
GCA
1344
Gideon Capital Advisors
New York
$1.98M +$1.95M +32,263 New
ST
1345
Spinnaker Trust
Maine
$1.98M -$120K -1,986 -6%
DFA
1346
Delta Financial Advisors
Louisiana
$1.98M -$39.3K -651 -2%
FRA
1347
Front Row Advisors
California
$1.98M +$43.1K +714 +2%
TG
1348
TCW Group
California
$1.97M
WPP
1349
Whalerock Point Partners
Rhode Island
$1.96M -$201K -3,338 -9%
TA
1350
TCG Advisors
Texas
$1.96M +$394K +6,532 +26%

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.