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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
VC
1701
Vicus Capital
Pennsylvania
$1.02M -$376K -6,240 -27%
VCP
1702
Verus Capital Partners
Arizona
$1.02M +$999K +16,558 New
FIM
1703
Fruth Investment Management
Texas
$1.01M +$241 +4 +0%
QT
1704
Quantamental Technologies
New York
$1.01M +$995K +16,490 New
CAC
1705
Certified Advisory Corp
Florida
$1.01M -$25.5K -422 -3%
DAC
1706
Dividend Assets Capital
South Carolina
$1.01M +$204K +3,385 +26%
KPCM
1707
Kings Point Capital Management
New York
$1M +$70.2K +1,164 +8%
SWA
1708
Sutton Wealth Advisors
Florida
$1M +$241 +4 +0%
CPA
1709
Clear Perspective Advisors
Illinois
$1M -$1.41M -23,352 -59%
FQ
1710
First Quadrant
California
$1M -$48.5K -804 -5%
PCAP
1711
Pratt Collard Advisory Partners
New York
$1M -$10K -166 -1%
JA
1712
JOYN Advisors
Georgia
$1M +$88.8K +1,472 +10%
PP
1713
Parplus Partners
New York
$1M +$985K +16,332 New
HB
1714
Horizon Bancorp
Indiana
$1M +$984K +16,310 New
MC
1715
Mathes Company
New York
$999K -$26.8K -445 -3%
MCWA
1716
Meadow Creek Wealth Advisors
Georgia
$998K +$981K +16,259 New
CMI
1717
Clare Market Investments
Texas
$997K +$979K +16,232 New
PV
1718
Private Vista
Illinois
$994K +$22.7K +377 +2%
SBWM
1719
Sunflower Bank Wealth Management
Arizona
$992K -$114K -1,888 -10%
TAM
1720
Taurus Asset Management
New York
$991K -$74.2K -1,230 -7%
IFS
1721
Ifrah Financial Services
Arkansas
$991K -$7.78K -129 -0.8%
MMG
1722
Monetary Management Group
Missouri
$989K -$69.6K -1,154 -7%
RBC
1723
Roble Belko & Company
Pennsylvania
$985K
FHC
1724
First Heartland Consultants
Missouri
$984K +$5.31K +88 +0.6%
CFFP
1725
Center for Financial Planning
Michigan
$984K +$967K +16,026 New

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.