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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
LAIC
1676
Lederer & Associates Investment Counsel
California
$1.06M +$14.8K +245 +1%
AFAS
1677
Acorn Financial Advisory Services
Virginia
$1.06M +$1.04M +17,296 New
WP
1678
Wedgewood Partners
Missouri
$1.06M
SWA
1679
SFMG Wealth Advisors
Texas
$1.05M +$23.9K +397 +2%
LDFR
1680
Lehman & Derafelo Financial Resources
Pennsylvania
$1.05M +$25.6K +424 +3%
WP
1681
WMS Partners
Maryland
$1.05M -$35.6K -590 -3%
ICM
1682
IMS Capital Management
Oregon
$1.05M -$24.1K -400 -2%
VFPI
1683
Vantage Financial Partners (Illinois)
Illinois
$1.05M +$74K +1,227 +8%
APW
1684
Aurora Private Wealth
New Jersey
$1.05M +$1.03M +17,116 New
DTC
1685
Davidson Trust Company
Washington
$1.05M +$1.03M +17,123 New
BCM
1686
Boltwood Capital Management
California
$1.04M -$7.84K -130 -0.8%
SCM
1687
Southport Capital Management
Tennessee
$1.04M -$112K -1,863 -10%
ACM
1688
Ashford Capital Management
Delaware
$1.04M +$130K +2,150 +15%
MOS
1689
MGO One Seven
Ohio
$1.04M -$33.2K -551 -3%
MC
1690
Machina Capital
France
$1.04M +$1.02M +16,875 New
KFGK
1691
Keystone Financial Group (Kentucky)
Kentucky
$1.03M +$41.6K +689 +4%
GFP
1692
Gryphon Financial Partners
Ohio
$1.03M +$36.4K +604 +4%
MWM
1693
Merriman Wealth Management
Washington
$1.03M -$57K -945 -5%
ARMC
1694
American Research & Management Company
Massachusetts
$1.03M
BBNA
1695
Bremer Bank National Association
Minnesota
$1.03M -$62.5K -1,036 -6%
WA
1696
Wambolt & Associates
Colorado
$1.02M +$82.9K +1,375 +9%
PB
1697
Pinnacle Bancorp
Nebraska
$1.02M -$20.1K -334 -2%
CWM
1698
Cornerstone Wealth Management
Missouri
$1.02M -$31.8K -527 -3%
FBC
1699
Fairfield, Bush & Co
Connecticut
$1.02M -$17.4K -288 -2%
TFCM
1700
Taylor Frigon Capital Management
Arizona
$1.02M -$10.9K -181 -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.