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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
SBA
1501
Secrest Blakey & Associates
North Carolina
$1.51M -$835K -13,848 -36%
SHGA
1502
Sand Hill Global Advisors
California
$1.51M +$10.1K +167 +0.7%
TA
1503
TFG Advisers
Michigan
$1.5M -$19.4K -322 -1%
JSC
1504
Jackson Square Capital
California
$1.5M +$1.47M +24,434 New
CF
1505
Centaurus Financial
California
$1.5M +$144K +2,388 +11%
IWS
1506
Insight Wealth Strategies
California
$1.5M +$160K +2,645 +12%
NERM
1507
New England Research & Management
Illinois
$1.5M
CH
1508
Canton Hathaway
Rhode Island
$1.49M +$32K +530 +2%
PCG
1509
Private Capital Group
Connecticut
$1.49M -$240K -3,985 -14%
SHA
1510
Seneca House Advisors
Virginia
$1.48M -$42.7K -708 -3%
GAM
1511
GQ Asset Management
New York
$1.48M +$445K +7,371 +44%
PRC
1512
Pearl River Capital
Michigan
$1.47M +$1.2M +19,898 +485%
CMANY
1513
Capital Management Associates (New York)
New York
$1.47M -$66.3K -1,100 -4%
ADMI
1514
Albert D. Mason Inc
Massachusetts
$1.46M +$24.4K +405 +2%
AF
1515
AMG Funds
Connecticut
$1.46M -$159K -2,631 -10%
EWM
1516
Evermay Wealth Management
Virginia
$1.46M +$183K +3,035 +15%
ARG
1517
Advisory Resource Group
Oklahoma
$1.46M +$127K +2,099 +10%
SGK
1518
Steigerwald Gordon & Koch
Virginia
$1.46M +$338K +5,600 +31%
MS
1519
Madden Securities
Texas
$1.46M +$1.43M +23,664 New
PIM
1520
Profit Investment Management
Maryland
$1.45M
CC
1521
Cannell & Co
New York
$1.45M +$82.5K +1,368 +6%
XF
1522
XML Financial
Maryland
$1.45M +$1.42M +23,530 New
AWM
1523
Altavista Wealth Management
North Carolina
$1.44M -$64.8K -1,075 -4%
AL
1524
Aspiriant LLC
California
$1.43M -$49.3K -818 -3%
TC
1525
Truvestments Capital
Florida
$1.43M -$68.6K -1,138 -5%

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.