We are live on ! Find out more

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
WC
1351
Whitney & Co
New York
$1.95M -$41.2K -683 -2%
ACM
1352
Allred Capital Management
Texas
$1.95M -$193K -3,200 -9%
OQC
1353
Optimum Quantvest Corp
Connecticut
$1.95M -$8.53M -141,462 -82%
CCM
1354
Crossvault Capital Management
Texas
$1.95M +$6.94K +115 +0.4%
BWP
1355
Bernardo Wealth Planning
Pennsylvania
$1.94M +$11.9K +198 +0.6%
AAM
1356
AR Asset Management
California
$1.94M
RG
1357
Rikoon Group
New Mexico
$1.94M +$10.4K +173 +0.6%
PLFAM
1358
Pineno Levin & Ford Asset Management
Virginia
$1.94M -$97K -1,608 -5%
WIS
1359
Wright Investors Service
Connecticut
$1.94M +$1.41M +23,326 +285%
IIC
1360
Ironwood Investment Counsel
Arizona
$1.93M +$74.9K +1,241 +4%
WA
1361
Wheatland Advisors
Pennsylvania
$1.93M -$844K -13,993 -31%
SFG
1362
SNS Financial Group
Minnesota
$1.92M +$29.8K +494 +2%
MRCM
1363
M&R Capital Management
New Jersey
$1.92M +$2.05K +34 +0.1%
SNBOSD
1364
Security National Bank of So Dak
Iowa
$1.92M +$122K +2,027 +7%
MC
1365
Martin & Co
Tennessee
$1.91M -$51.3K -850 -3%
TWM
1366
Torch Wealth Management
Ohio
$1.91M -$21.1K -350 -1%
SFG
1367
Summit Financial Group
West Virginia
$1.91M +$1.09K +18 +0.1%
IMC Chicago
1368
IMC Chicago
Illinois
$1.91M +$1.23M +20,347 +190%
QCG
1369
Quadrant Capital Group
Ohio
$1.9M +$353K +5,853 +23%
HCM
1370
Horrell Capital Management
Arkansas
$1.9M +$6.88K +114 +0.4%
WP
1371
WealthPLAN Partners
Nebraska
$1.9M +$69K +1,144 +4%
PCA
1372
Peddock Capital Advisors
Massachusetts
$1.9M +$37.6K +624 +2%
ONST
1373
Old North State Trust
North Carolina
$1.89M +$21.9K +363 +1%
CNFG
1374
Creegan & Nassoura Financial Group
New Hampshire
$1.89M +$1.86M +30,810 New
MCG
1375
MACRO Consulting Group
New Jersey
$1.89M +$107K +1,779 +6%

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.