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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
OC
1801
Oakworth Capital
Alabama
$873K +$83.4K +1,383 +10%
GAM
1802
Griffin Asset Management
New York
$870K -$255K -4,232 -23%
SLF
1803
Sun Life Financial
Ontario, Canada
$869K -$454K -7,529 -35%
SWRP
1804
Summit Wealth & Retirement Planning
California
$867K -$50.6K -839 -6%
CIS
1805
Capital International Sarl
California
$866K
TCM
1806
Tributary Capital Management
Nebraska
$865K -$182K -3,025 -18%
LMAM
1807
Legg Mason Asset Management
Japan
$865K +$50.1K +830 +6%
SAM
1808
Sequent Asset Management
Texas
$864K +$54.3K +900 +7%
WTFG
1809
Wells Trecaso Financial Group
Ohio
$863K +$67.4K +1,118 +9%
TIA
1810
Tiemann Investment Advisors
California
$862K +$3.02K +50 +0.4%
HCM
1811
Howland Capital Management
Massachusetts
$860K +$11.8K +195 +1%
SIA
1812
Strategic Investment Advisors
Michigan
$860K +$109K +1,804 +15%
TF
1813
TimeScale Financial
Massachusetts
$858K -$14.3K -237 -2%
TCPWM
1814
Traverso Chambers Private Wealth Management
California
$857K -$50.7K -840 -6%
BCWM
1815
Blue Chip Wealth Management
Florida
$857K +$11.7K +194 +1%
SP
1816
Sarasin & Partners
United Kingdom
$855K -$22.7K -376 -3%
VC
1817
Veracity Capital
Georgia
$855K +$840K +13,919 New
SAM
1818
S.A. Mason
Michigan
$855K +$840K +13,927 New
FA
1819
Fagan Associates
New York
$854K -$24.3K -403 -3%
QCIG
1820
Quad-Cities Investment Group
Iowa
$854K +$1.33K +22 +0.2%
HPWM
1821
Highland Private Wealth Management
Washington
$853K +$42.3K +702 +5%
CCM
1822
Crabel Capital Management
California
$852K +$254K +4,203 +43%
AA
1823
Argent Advisors
Louisiana
$852K +$856K +14,198 New
SWA
1824
Stratos Wealth Advisors
Ohio
$851K -$175K -2,909 -17%
CAGAS
1825
Capital Advisory Group Advisory Services
Minnesota
$850K +$410K +6,794 +95%

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.