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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
FFN
1451
Focus Financial Network
Minnesota
$1.67M +$204K +3,386 +14%
WQ
1452
Wealth Quarterback
New Jersey
$1.66M +$13.4M +222,760 New
CIAS
1453
Capital Investment Advisory Services
North Carolina
$1.66M +$46.4K +769 +3%
GCIA
1454
Gabelli & Co Investment Advisers
New York
$1.66M
AIP
1455
Ahrens Investment Partners
Louisiana
$1.65M +$32.1K +532 +2%
WIC
1456
Wilkins Investment Counsel
Massachusetts
$1.65M
LF
1457
Lantz Financial
Illinois
$1.65M +$134K +2,226 +9%
CWM
1458
Circle Wealth Management
New Jersey
$1.64M +$10.7K +177 +0.7%
APWM
1459
Atlas Private Wealth Management
New York
$1.64M +$1.61M +26,751 New
RFWA
1460
RPg Family Wealth Advisory
Massachusetts
$1.64M -$1.41M -23,433 -47%
PIMG
1461
Patriot Investment Management Group
Tennessee
$1.64M +$76.1K +1,262 +5%
GEA
1462
Glen Eagle Advisors
New Jersey
$1.64M +$220K +3,643 +16%
FFG
1463
Frisch Financial Group
New York
$1.64M +$88.7K +1,470 +6%
KLWA
1464
Kelly Lawrence W & Associates
California
$1.63M -$9.47K -157 -0.6%
PWLP
1465
Prio Wealth Limited Partnership
Massachusetts
$1.63M +$22.9K +380 +1%
DC
1466
DeDora Capital
California
$1.62M +$37.5K +621 +2%
RCA
1467
Ranch Capital Advisors
Florida
$1.62M +$30.4K +504 +2%
WI
1468
Wedgewood Investors
Pennsylvania
$1.62M
FPB
1469
First PREMIER Bank
South Dakota
$1.62M +$50.1K +830 +3%
III
1470
Independent Investors Inc
New York
$1.61M -$8.87K -147 -0.6%
ACM
1471
Ategra Capital Management
Virginia
$1.61M -$146K -2,413 -8%
CIA
1472
CSat Investment Advisory
Michigan
$1.61M +$44.9K +744 +3%
MYIA
1473
Mount Yale Investment Advisors
Colorado
$1.61M +$197K +3,261 +14%
IFWM
1474
Institute for Wealth Management
Colorado
$1.61M +$76.8K +1,274 +5%
CAM
1475
Cidel Asset Management
Ontario, Canada
$1.6M +$122K +2,025 +8%

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.