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
FLI
1426
Family Legacy Inc
South Carolina
$1.76M +$17.1K +284 +1%
PFO
1427
Pathstone Family Office
New Jersey
$1.76M -$26.8K -445 -13%
PP
1428
PagnatoKarp Partners
Virginia
$1.75M -$18K -298 -1%
BFM
1429
Boston Financial Management
Massachusetts
$1.75M -$287K -4,765 -14%
WANY
1430
Wealthspire Advisors (New York)
New York
$1.75M +$398K +6,591 +30%
SC
1431
Savant Capital
Illinois
$1.74M +$73.6K +1,221 +5%
CC
1432
Centiva Capital
New York
$1.73M -$1.25M -20,756 -42%
SGCA
1433
Steel Grove Capital Advisors
Tennessee
$1.73M +$53.3K +884 +3%
AA
1434
Apriem Advisors
California
$1.73M +$49.3K +818 +3%
WAAG
1435
Wealth Alliance Advisory Group
Kansas
$1.73M +$5.01K +83 +0.3%
LWM
1436
Laidlaw Wealth Management
New York
$1.71M +$1.68M +27,919 New
IIM
1437
Ipswich Investment Management
Massachusetts
$1.71M +$12.1K +200 +0.7%
CRIG
1438
Charter Research & Investment Group
Connecticut
$1.71M +$98.6K +1,635 +6%
SNBOSCI
1439
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$304K +5,035 +22%
WIA
1440
Wealthstreet Investment Advisors
Texas
$1.71M
SCP
1441
Silverleafe Capital Partners
Tennessee
$1.7M +$8.45K +140 +0.5%
LPIC
1442
LeJeune Puetz Investment Counsel
Michigan
$1.7M -$24.1K -400 -1%
NAMP
1443
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.69M -$75.8K -1,256 -4%
TFA
1444
Teamwork Financial Advisors
Texas
$1.69M +$1.66M +27,443 New
MFG
1445
Merit Financial Group
Georgia
$1.68M +$915K +15,172 +124%
THWM
1446
Taylor Hoffman Wealth Management
Virginia
$1.68M -$6.09K -101 -0.4%
HBT
1447
Hills Bank & Trust
Iowa
$1.68M -$5.07K -84 -0.3%
WI
1448
WrapManager Inc
California
$1.68M +$170K +2,812 +11%
ECM
1449
Evergreen Capital Management
Washington
$1.67M +$454K +7,533 +38%
SWIG
1450
Strategic Wealth Investment Group
Kentucky
$1.67M +$1.64M +27,212 New

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.