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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
TH
1401
TCTC Holdings
Texas
$1.84M
BP
1402
Ballentine Partners
Massachusetts
$1.83M +$59.8K +991 +3%
KJWM
1403
Kiley Juergens Wealth Management
Washington
$1.83M +$105K +1,736 +6%
TWA
1404
TCI Wealth Advisors
Arizona
$1.83M -$75K -1,243 -4%
FIA
1405
Foundations Investment Advisors
Arizona
$1.82M +$131K +2,179 +8%
ATC
1406
Adirondack Trust Company
New York
$1.82M -$140K -2,317 -7%
FIM
1407
Freedom Investment Management
Connecticut
$1.82M -$416K -6,895 -19%
OAM
1408
Occidental Asset Management
California
$1.82M +$57.9K +960 +3%
SI
1409
SimpliFi Inc
California
$1.82M +$145K +2,402 +9%
CHA
1410
Carmichael Hill & Associates
Maryland
$1.81M +$27.8K +461 +2%
P
1411
Pitcairn
Pennsylvania
$1.8M -$417K -6,915 -19%
PWA
1412
Providence Wealth Advisors
Illinois
$1.8M -$46.8K -776 -3%
RFN
1413
RDA Financial Network
Iowa
$1.8M +$3.38K +56 +0.2%
SFSG
1414
Stearns Financial Services Group
North Carolina
$1.8M -$20.2K -335 -1%
OFG
1415
OmniStar Financial Group
North Carolina
$1.8M +$22.7K +377 +1%
RWA
1416
River Wealth Advisors
Pennsylvania
$1.8M +$121K +1,998 +7%
LHC
1417
Little House Capital
Massachusetts
$1.79M +$10.1K +168 +0.6%
IA
1418
IFG Advisory
Georgia
$1.79M -$118K -1,964 -6%
CCG
1419
Ceeto Capital Group
Florida
$1.79M +$362K +6,000 +26%
PM
1420
Penbrook Management
New York
$1.79M
WCM
1421
Whitener Capital Management
North Carolina
$1.77M -$12.1K -200 -0.7%
HFRG
1422
Houlihan Financial Resource Group
Virginia
$1.76M +$1.73M +28,732 New
SWM
1423
Sculati Wealth Management
Michigan
$1.76M +$1.73M +28,715 New
BAM
1424
Berkshire Asset Management
Pennsylvania
$1.76M -$394K -6,533 -19%
TYCC
1425
Texas Yale Capital Corp
Florida
$1.76M

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.