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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
FVWA
1601
Foster Victor Wealth Advisors
South Carolina
$1.24M +$258K +4,283 +26%
DAM
1602
Doheny Asset Management
California
$1.23M -$345K -5,725 -22%
YIA
1603
YHB Investment Advisors
Connecticut
$1.23M -$52.6K -872 -4%
V
1604
VeraBank
Texas
$1.23M +$163K +2,700 +16%
ESB
1605
Essex Savings Bank
Connecticut
$1.23M -$41.1K -681 -3%
YMRC
1606
Yorktown Management & Research Company
Virginia
$1.23M
CW
1607
CreativeOne Wealth
Kansas
$1.22M +$49.2K +815 +4%
LOPW
1608
Live Oak Private Wealth
North Carolina
$1.22M +$1.2M +19,881 New
WC
1609
Westhampton Capital
North Carolina
$1.22M -$34.1K -566 -3%
HWA
1610
HCR Wealth Advisors
California
$1.22M +$416K +6,904 +53%
RCA
1611
Resonant Capital Advisors
Wisconsin
$1.22M +$1.19M +19,799 New
NG
1612
Northstar Group
New York
$1.22M +$1.21K +20 +0.1%
EWM
1613
Empirical Wealth Management
Washington
$1.21M +$519K +8,612 +78%
KBG
1614
Kahn Brothers Group
New York
$1.21M -$128K -2,114 -10%
TLP
1615
Trinity Legacy Partners
Texas
$1.21M +$1.23M +20,469 New
OPS
1616
Orion Portfolio Solutions
Nebraska
$1.2M +$1.18M +19,581 New
FAT
1617
First American Trust
California
$1.2M -$31.3K -519 -3%
BOS
1618
Bank of Stockton
California
$1.19M -$51.1K -847 -4%
VRM
1619
Vectors Research Management
New York
$1.19M +$302K +5,008 +35%
CAG
1620
Csenge Advisory Group
Florida
$1.19M +$73.6K +1,220 +7%
GWCM
1621
Godshalk Welsh Capital Management
Pennsylvania
$1.18M
AFA
1622
Abacus FCF Advisors
Florida
$1.18M -$27K -447 -2%
SAM
1623
Secure Asset Management
Michigan
$1.18M +$1.16M +19,233 New
BIA
1624
Bigelow Investment Advisors
Maine
$1.17M -$19.2K -318 -2%
RCA
1625
Rowland Carmichael Advisors
Arizona
$1.17M +$15K +249 +1%

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.