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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
DBIA
1776
Dumont & Blake Investment Advisors
New Jersey
$915K
MCM
1777
McKinley Capital Management
Alaska
$915K +$67K +1,111 +8%
ECM
1778
ExodusPoint Capital Management
New York
$914K +$83K +1,376 +10%
NME
1779
Notis-McConarty Edward
$911K
HR
1780
Hayden Royal
North Carolina
$910K +$72.2K +1,197 +8%
LCM
1781
Lucas Capital Management
New Jersey
$909K -$79.3K -1,315 -8%
CP
1782
Covenant Partners
Tennessee
$908K -$35.8K -593 -4%
PGIM
1783
Pacific Global Investment Management
California
$906K -$8.81K -146 -1%
LSAG
1784
Lake Street Advisors Group
New Hampshire
$906K +$53K +878 +6%
Pzena Investment Management
1785
Pzena Investment Management
New York
$904K +$15.9K +264 +2%
EWA
1786
ERTS Wealth Advisors
Michigan
$902K -$3.02K -50 -0.3%
CST
1787
Charles Schwab Trust
Nevada
$901K +$220K +3,648 +33%
FWP
1788
FAS Wealth Partners
Kansas
$897K -$5.01K -83 -0.6%
GPA
1789
Garrison Point Advisors
California
$895K -$1.87K -31 -0.2%
ACWM
1790
Adams Chetwood Wealth Management
North Carolina
$894K +$878K +14,555 New
AC
1791
Athanor Capital
New York
$890K -$157K -2,600 -15%
SC
1792
Searle & Co
Connecticut
$890K +$6.03K +100 +0.7%
DFG
1793
Demars Financial Group
Washington
$889K +$873K +14,476 New
AB
1794
Atlas Brown
Kentucky
$887K +$5.37K +89 +0.6%
BWAM
1795
Boyd Watterson Asset Management
Ohio
$879K -$7.84K -130 -0.9%
IC
1796
Inscription Capital
Texas
$879K -$4.52K -75 -0.5%
EWM
1797
Edge Wealth Management
New York
$877K -$18.2K -301 -2%
ST
1798
Somerset Trust
Pennsylvania
$874K -$9.71K -161 -1%
MCM
1799
Manchester Capital Management
Vermont
$874K +$48.3K +800 +6%
MCM
1800
Marathon Capital Management
Maryland
$874K +$644K +10,671 +299%

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.