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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
SWM
1626
Sugarloaf Wealth Management
Georgia
$1.17M +$1.15M +19,066 New
UC
1627
Unio Capital
New Jersey
$1.17M -$107K -1,766 -9%
AWM
1628
Affinity Wealth Management
Delaware
$1.17M +$197K +3,266 +21%
RBFC
1629
Roman Butler Fullerton & Co
Missouri
$1.16M +$87.2K +1,445 +8%
CFN
1630
Cordasco Financial Network
Florida
$1.16M +$137K +2,268 +14%
FAM
1631
Formidable Asset Management
Ohio
$1.16M +$1.16M +19,190 New
LC
1632
LCNB Corp
Ohio
$1.16M +$5.55K +92 +0.5%
PWMAG
1633
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$45.6K +756 +4%
SWM
1634
Stockman Wealth Management
Montana
$1.15M +$6.33K +105 +0.6%
RDWM
1635
Red Door Wealth Management
Tennessee
$1.15M +$1.17M +19,435 New
ATFA
1636
All Terrain Financial Advisors
Minnesota
$1.14M +$20.2K +335 +2%
AIC
1637
Archer Investment Corporation
Indiana
$1.14M +$9.53K +158 +0.9%
OFS
1638
Orrstown Financial Services
Pennsylvania
$1.14M +$16.3K +270 +1%
BHTS
1639
Bar Harbor Trust Services
Maine
$1.14M +$716K +11,872 +178%
EI
1640
Ethic Inc
New York
$1.14M +$1.12M +18,535 New
EWF
1641
Epstein & White Financial
California
$1.13M -$76.6K -1,270 -6%
GSC
1642
G&S Capital
Colorado
$1.13M
BSA
1643
Bull Street Advisors
Georgia
$1.13M +$52.5K +870 +5%
AFP
1644
Ausdal Financial Partners
Iowa
$1.13M +$96.7K +1,603 +9%
RWA
1645
Ropes Wealth Advisors
Massachusetts
$1.13M -$166K -2,755 -13%
OI
1646
Oakbrook Investments
Illinois
$1.13M -$4.67M -77,461 -81%
Edgewood Management
1647
Edgewood Management
Connecticut
$1.13M +$145K +2,396 +15%
IMRF
1648
Illinois Municipal Retirement Fund
Illinois
$1.13M +$1.11M +18,332 New
SSG
1649
Summit Securities Group
New York
$1.12M -$483K -8,000 -30%
DMK
1650
David M. Knott
$1.12M

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.