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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
CAAS
1526
Capital Asset Advisory Services
Michigan
$1.42M +$1.1M +18,298 +307%
CL
1527
Choreo LLC
Illinois
$1.42M +$94.6K +1,568 +7%
PTP
1528
Platform Technology Partners
New York
$1.42M +$1.4M +23,130 New
MIAS
1529
Mason Investment Advisory Services
Virginia
$1.42M
CQS
1530
Credential Qtrade Securities
$1.42M -$164K -2,718 -11%
FMB
1531
Field & Main Bank
Kentucky
$1.42M +$50.7K +840 +4%
SDAM
1532
Shulman DeMeo Asset Management
New York
$1.42M +$66.7K +1,106 +5%
NFC
1533
Northeast Financial Consultants
Connecticut
$1.41M -$140K -2,321 -9%
CBT
1534
Central Bank & Trust
Kentucky
$1.41M +$377K +6,253 +37%
AP
1535
Advisors Preferred
Maryland
$1.41M +$1.38M +22,885 New
WCM
1536
Wunderlich Capital Managemnt
Tennessee
$1.4M +$7.24K +120 +0.5%
BHA
1537
Beech Hill Advisors
New York
$1.4M -$9.35K -155 -0.7%
VST
1538
Van Strum & Towne
California
$1.4M +$15.1K +250 +1%
BCA
1539
Bay Colony Advisors
Massachusetts
$1.4M +$370K +6,130 +36%
3C
1540
361 Capital
Colorado
$1.4M -$39.6K -656 -3%
AAMU
1541
AEGON Asset Management (UK)
United Kingdom
$1.4M +$1.38M +22,796 New
HI
1542
Harrington Investments
California
$1.39M +$28.5K +473 +2%
GIA
1543
Gladstone Institutional Advisory
Florida
$1.39M -$101K -1,672 -7%
VCWA
1544
Vanguard Capital Wealth Advisors
Colorado
$1.39M +$50.3K +834 +4%
FMWA
1545
Forvis Mazars Wealth Advisors
Missouri
$1.39M +$318K +5,268 +30%
IBOK
1546
Independence Bank of Kentucky
Kentucky
$1.39M +$8.81K +146 +0.7%
BJL
1547
Brighton Jones LLC
Washington
$1.38M -$43.2K -717 -3%
BOC
1548
Barbara Oil Co
Illinois
$1.38M
IP
1549
Intellectus Partners
California
$1.38M -$137K -2,266 -9%
IAMOG
1550
Investors Asset Management of Georgia
Georgia
$1.38M +$362 +6 +0%

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.