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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
FA
1576
Faithward Advisors
Pennsylvania
$1.3M -$15.7K -261 -1%
FNBOSM
1577
First National Bank of South Miami
Florida
$1.3M -$188K -3,114 -13%
GA
1578
Greytown Advisors
Florida
$1.29M -$10.4K -173 -0.8%
PH
1579
Pinnacle Holdings
Oklahoma
$1.29M -$1.27K -21 -0.1%
GG
1580
Gleason Group
Kentucky
$1.29M +$1.27M +21,041 New
BHIA
1581
Birch Hill Investment Advisors
Massachusetts
$1.29M
TWI
1582
Thomas White International
Illinois
$1.29M -$10.1K -168 -0.8%
RCM
1583
RB Capital Management
Nevada
$1.28M -$15.9K -263 -1%
BA
1584
Bennicas & Associates
California
$1.28M -$24.4K -405 -2%
EH
1585
Employers Holdings
Nevada
$1.28M -$210K -3,476 -14%
AIM
1586
Acropolis Investment Management
Missouri
$1.28M +$5.55K +92 +0.4%
ACA
1587
Atlas Capital Advisors
Wyoming
$1.28M -$69.4K -1,151 -5%
AC
1588
Arjuna Capital
North Carolina
$1.28M -$1.45K -24 -0.1%
Verition Fund Management
1589
Verition Fund Management
Connecticut
$1.28M +$1.25M +20,789 New
WTB
1590
Washington Trust Bank
Washington
$1.27M -$49K -813 -4%
BWM
1591
BigSur Wealth Management
Florida
$1.27M
CWM
1592
Centric Wealth Management
Illinois
$1.27M +$102K +1,686 +9%
ARMT
1593
Amica Retiree Medical Trust
Rhode Island
$1.26M
CWP
1594
CFM Wealth Partners
Texas
$1.26M +$1.28M +21,187 New
JDR
1595
Jay D. Rosenbaum
$1.26M -$5.61K -93 -0.5%
BPWA
1596
Beacon Pointe Wealth Advisors
California
$1.26M +$38.7K +641 +3%
BCM
1597
Birmingham Capital Management
Alabama
$1.25M +$3.62K +60 +0.3%
BWA
1598
BDO Wealth Advisors
Florida
$1.24M -$68.5K -1,135 -5%
MFG
1599
Menard Financial Group
Texas
$1.24M +$1.22M +20,186 New
AIM
1600
Avity Investment Management
Connecticut
$1.24M -$47.7K -790 -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.