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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
HFG
1651
Heron Financial Group
New York
$1.12M +$1.16M +19,153 New
CA
1652
Cornerstone Advisory
Maryland
$1.12M -$724 -12 -0.1%
HC
1653
HNP Capital
New York
$1.12M +$282K +4,683 +33%
9WM
1654
9258 Wealth Management
Ohio
$1.12M +$409K +6,785 +59%
SWP
1655
Strategic Wealth Partners
Ohio
$1.12M +$89K +1,476 +9%
MAM
1656
Mastrapasqua Asset Management
Tennessee
$1.11M -$12.4K -205 -1%
BIM
1657
Baldwin Investment Management
Pennsylvania
$1.11M +$12.1K +200 +1%
PG
1658
Patten Group
Tennessee
$1.11M -$11.6K -193 -1%
FCFC
1659
First Commonwealth Financial Corp
Pennsylvania
$1.11M -$21.8K -362 -2%
MFG
1660
Magnus Financial Group
New York
$1.11M +$31.5K +522 +3%
QWM
1661
QP Wealth Management
New Jersey
$1.11M +$1.13M +18,663 New
CFA
1662
Cahill Financial Advisors
Minnesota
$1.11M +$4.34K +72 +0.4%
CFA
1663
CWS Financial Advisors
Michigan
$1.1M +$1.08M +17,924 New
EM
1664
ELCO Management
New York
$1.1M -$1.45K -24 -0.1%
SCP
1665
Syntal Capital Partners
Texas
$1.1M +$487K +8,071 +82%
KFI
1666
Key Financial Inc
Pennsylvania
$1.09M +$1.08M +17,829 New
PK
1667
Pflug Koory
Nebraska
$1.09M -$543 -9 -0.1%
ROTUOC
1668
Regents of the University of California
California
$1.09M
GI
1669
Glovista Investments
New Jersey
$1.08M -$24.1K -400 -2%
AIM
1670
Aspen Investment Management
Michigan
$1.07M +$51.6K +855 +5%
PL
1671
Plancorp LLC
Missouri
$1.07M -$9.95K -165 -0.9%
SCP
1672
Sandhill Capital Partners
New York
$1.07M +$166K +2,756 +19%
BONST
1673
Bank of Nova Scotia Trust
Ontario, Canada
$1.07M -$66.2K -1,098 -6%
EGA
1674
E&G Advisors
Texas
$1.07M +$42.2K +700 +4%
MCM
1675
Mitchell Capital Management
Kansas
$1.06M +$43.5K +722 +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.