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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
MWM
1551
Modera Wealth Management
New Jersey
$1.38M +$58.5K +970 +5%
MWA
1552
Meridian Wealth Advisors
Texas
$1.37M -$25.8K -427 -2%
EAMA
1553
EFG Asset Management (Americas)
Florida
$1.37M +$693K +11,491 +107%
CB
1554
CNB Bank
Pennsylvania
$1.36M +$111K +1,840 +9%
QCMC
1555
Quantum Capital Management (California)
California
$1.35M +$14.1K +234 +1%
SIC
1556
Salem Investment Counselors
North Carolina
$1.35M +$83K +1,376 +7%
MMPW
1557
Mitchell McLeod Pugh & Williams
Alabama
$1.34M +$16.3K +270 +1%
CBOR
1558
Community Bank of Raymore
Missouri
$1.34M +$48.3K +800 +4%
1NWS
1559
1 North Wealth Services
Maryland
$1.34M +$90.2K +1,495 +7%
MSFP
1560
Mark Sheptoff Financial Planning
Connecticut
$1.34M -$18.1K -300 -1%
CBU
1561
CIBC Bank USA
Illinois
$1.34M +$362 +6 +0%
PA
1562
PFG Advisors
Arizona
$1.34M +$98.4K +1,632 +8%
FFA
1563
First Foundation Advisors
California
$1.34M +$219K +3,632 +20%
FCB
1564
First Command Bank
Texas
$1.33M +$3.32K +55 +0.3%
FCFS
1565
First Command Financial Services
Texas
$1.33M +$3.32K +55 +0.3%
1WA
1566
180 Wealth Advisors
Washington
$1.32M -$236K -3,909 -15%
PPW
1567
Parcion Private Wealth
Washington
$1.32M +$1.3M +21,532 New
HIA
1568
Harbor Investment Advisory
Maryland
$1.32M +$1.3M +21,536 New
SP
1569
Symmetry Partners
Connecticut
$1.32M -$1.81M -29,952 -58%
VCM
1570
Virtue Capital Management
Tennessee
$1.31M -$510K -8,451 -28%
VR
1571
Viridian RIA
Washington
$1.31M -$60K -995 -4%
KFC
1572
Klingenstein Fields & Co
New York
$1.31M -$67.6K -1,120 -5%
MIP
1573
Marietta Investment Partners
Wisconsin
$1.31M
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$1.31M -$83.9K -1,391 -6%
MVA
1575
Mount Vernon Associates
Maryland
$1.3M -$6.03K -100 -0.5%

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.