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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
SFWC
1826
Strategic Family Wealth Counselors
New Jersey
$849K -$7.24K -120 -0.9%
IAA
1827
Ironsides Asset Advisors
North Carolina
$847K +$27.1K +450 +3%
NJBEST
1828
New Jersey Better Educational Savings Trust
New Jersey
$847K +$169K +2,800 +25%
HEIP
1829
Hudson Edge Investment Partners
New Jersey
$845K +$6.33K +105 +0.8%
OWA
1830
Outlook Wealth Advisors
Texas
$844K -$46.7K -775 -5%
SWM
1831
Segment Wealth Management
Texas
$843K +$828K +13,731 New
PWM
1832
PBMares Wealth Management
Virginia
$842K +$827K +13,714 New
MPCG
1833
Matrix Private Capital Group
New York
$839K +$824K +13,669 New
LWCFA
1834
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$832K +$11.8K +196 +1%
ATPW
1835
Ashton Thomas Private Wealth
Arizona
$823K +$478K +7,920 +144%
CA
1836
Centerpoint Advisors
Massachusetts
$823K +$15.4K +255 +2%
TC
1837
Trilogy Capital
California
$819K +$40K +663 +5%
FNT
1838
First Nebraska Trust
Nebraska
$819K -$2.17K -36 -0.3%
SCM
1839
Snow Capital Management
Pennsylvania
$815K -$1.74M -28,875 -68%
SAM
1840
SignalPoint Asset Management
Missouri
$815K +$121 +2 +0%
OAM
1841
Oxford Asset Management
United Kingdom
$814K -$19M -315,620 -96%
BWM
1842
Baystate Wealth Management
Massachusetts
$814K -$56.1K -930 -7%
WFM
1843
Wolff Financial Management
Michigan
$813K +$60 +1 +0%
PAM
1844
Premier Asset Management
Illinois
$809K -$976K -16,175 -55%
MCCP
1845
Mission Creek Capital Partners
California
$809K +$795K +13,181 New
BLAM
1846
Bourne Lent Asset Management
New York
$804K -$124K -2,050 -14%
FA
1847
Financial Advisors
Massachusetts
$804K +$2.83K +47 +0.4%
CIM
1848
CIM Investment Management
Pennsylvania
$802K -$788K -13,058 -50%
WCF
1849
West Coast Financial
California
$799K -$14.9K -247 -2%
SCG
1850
Sonata Capital Group
Washington
$799K +$115K +1,900 +17%

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.