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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
PCM
1751
Perkins Capital Management
Minnesota
$946K -$116K -1,925 -11%
RTS
1752
Round Table Services
New Jersey
$946K +$8.51K +141 +0.9%
SP
1753
Successful Portfolios
Florida
$944K -$23.9K -397 -3%
SCM
1754
SOL Capital Management
Maryland
$943K
MFP
1755
Meridian Financial Partners
Virginia
$942K +$20.3K +336 +2%
EF
1756
Empirical Finance
Pennsylvania
$939K +$343K +5,693 +59%
AWM
1757
Adams Wealth Management
Utah
$939K +$922K +15,286 New
HWA
1758
Heritage Wealth Advisors
Virginia
$939K +$43.8K +726 +5%
GIA
1759
Granite Investment Advisors
New Hampshire
$938K -$170K -2,812 -16%
OPA
1760
Old Port Advisors
Maine
$938K +$15.3K +253 +2%
FA
1761
FCG Advisors
New Jersey
$937K +$19.8K +328 +2%
CPIG
1762
Chicago Partners Investment Group
Illinois
$936K -$5.61K -93 -0.6%
CAM
1763
Cypress Asset Management
Texas
$933K +$694K +11,505 +312%
EW
1764
Evoke Wealth
California
$933K -$2.73M -45,308 -75%
IIA
1765
ICW Investment Advisors
Arizona
$932K +$916K +15,185 New
WA
1766
Winfield Associates
Ohio
$931K +$98K +1,624 +12%
NFG
1767
Nadler Financial Group
Illinois
$929K +$844 +14 +0.1%
AWM
1768
AllSquare Wealth Management
New York
$926K +$21K +348 +2%
HCIA
1769
Hochman Cole Investment Advisors
Illinois
$925K +$187K +3,101 +26%
QI
1770
Qtron Investments
Massachusetts
$924K
WGA
1771
Weather Gauge Advisory
Virginia
$924K +$1.15K +19 +0.1%
DA
1772
DCF Advisers
Connecticut
$921K +$905K +15,000 New
TT
1773
TI-Trust
Illinois
$920K +$904K +14,990 New
C
1774
Certuity
Florida
$917K +$901K +14,934 New
BCP
1775
Berkeley Capital Partners
Georgia
$915K -$59.8K -991 -6%

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.