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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
CWS
1476
Cypress Wealth Services
California
$1.6M -$140K -2,329 -8%
TBNY
1477
Trustco Bank (New York)
New York
$1.6M -$60.3K -1,000 -4%
DBRC
1478
D.B. Root & Company
Pennsylvania
$1.59M -$104K -1,724 -6%
EP
1479
EPIQ Partners
Minnesota
$1.59M +$1.56M +25,890 New
OSAM
1480
O'Shaughnessy Asset Management
Connecticut
$1.58M -$427K -7,074 -22%
VNIM
1481
Vaughan Nelson Investment Management
Texas
$1.58M
BBI
1482
Baxter Bros Inc
Connecticut
$1.58M +$3.92K +65 +0.3%
PPP
1483
Private Portfolio Partners
New Jersey
$1.58M -$87.8K -1,456 -5%
TIA
1484
Trust Investment Advisors
Indiana
$1.58M -$18.1K -300 -1%
CCT
1485
Country Club Trust
Missouri
$1.57M -$39.7K -658 -2%
BFA
1486
Beaumont Financial Advisors
Massachusetts
$1.57M +$595K +9,871 +63%
IIC
1487
Integrated Investment Consultants
Michigan
$1.57M -$43K -713 -3%
SG
1488
StoneX Group
New York
$1.57M +$145K +2,407 +10%
JHCP
1489
Jackson Hole Capital Partners
Oklahoma
$1.57M +$39.2K +650 +3%
MCAI
1490
Members Capital Advisors Inc
Wisconsin
$1.55M +$1.53M +25,332 New
CCB
1491
Cutter & Co Brokerage
Missouri
$1.55M -$320K -5,310 -17%
FCA
1492
FLC Capital Advisors
California
$1.55M +$58.4K +969 +4%
VWA
1493
V Wealth Advisors
Kansas
$1.55M
WIP
1494
Wellesley Investment Partners
Massachusetts
$1.55M +$18K +299 +1%
NAM
1495
Nexpoint Asset Management
Texas
$1.53M -$2.11M -35,000 -58%
LCH
1496
Lee Capital Holdings
New York
$1.53M +$1.51M +25,000 New
ITIM
1497
Indiana Trust & Investment Management
Indiana
$1.53M -$137K -2,266 -8%
FDS
1498
Freedom Day Solutions
Texas
$1.53M +$70.6K +1,171 +5%
LD
1499
Lipe & Dalton
New York
$1.51M
IP
1500
Investment Partners
Ohio
$1.51M -$6.33K -105 -0.4%

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.