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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
BCM
1376
BTR Capital Management
California
$1.89M
RIA
1377
Realta Investment Advisors
Delaware
$1.88M -$36.7K -608 -2%
GFA
1378
Gifford Fong Associates
California
$1.88M
UBG
1379
United Bank (Georgia)
Georgia
$1.88M +$23.1K +383 +1%
CIG
1380
Cairn Investment Group
Washington
$1.87M +$1.84M +30,535 New
GWM
1381
Greenwich Wealth Management
Connecticut
$1.87M -$32.3K -536 -2%
AC
1382
Alexandria Capital
Virginia
$1.87M +$121K +2,001 +7%
WA1
1383
Wimmer Associates 1
California
$1.87M -$37.7K -625 -2%
KTM
1384
Keeler Thomas Management
Utah
$1.87M -$13.8K -229 -0.7%
FNC
1385
First National Corp
Massachusetts
$1.86M +$27.2K +451 +2%
CCM
1386
Carderock Capital Management
Maryland
$1.86M +$83.8K +1,390 +5%
WWM
1387
Windsor Wealth Management
Indiana
$1.86M -$23.6K -392 -1%
NPP
1388
New Potomac Partners
Maryland
$1.85M +$45.2K +750 +3%
ADL
1389
Asset Dedication LLC
California
$1.85M +$216K +3,578 +13%
VNA
1390
Valley National Advisers
Pennsylvania
$1.85M -$109K -1,807 -6%
BMA
1391
Brooks Moore & Associates
Tennessee
$1.84M -$16.2K -268 -0.9%
AIM
1392
Act II Management
New York
$1.84M
CSUI
1393
Cincinnati Specialty Underwriters Insurance
Ohio
$1.84M
SACTSONJ
1394
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.84M
OA
1395
Oxbow Advisors
Texas
$1.84M +$76K +1,260 +4%
RWB
1396
RMR Wealth Builders
New Jersey
$1.84M +$1.81M +30,007 New
FCA
1397
FinTrust Capital Advisors
South Carolina
$1.84M +$9.41K +156 +0.5%
ETM
1398
Euclidean Technologies Management
Washington
$1.84M +$209K +3,465 +13%
BMC
1399
Beaton Management Company
Massachusetts
$1.84M
ANRIA
1400
American National Registered Investment Advisor
Texas
$1.84M +$299K +4,965 +20%

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.