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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
BWM
1851
BCS Wealth Management
Tennessee
$798K +$784K +13,005 New
IWA
1852
Intercontinental Wealth Advisors
Texas
$795K -$922K -15,291 -53%
HA
1853
HYA Advisors
Missouri
$795K +$781K +12,946 New
EI
1854
EDMP Inc
Florida
$793K -$19.4K -321 -2%
BA
1855
Birinyi Associates
Connecticut
$792K +$6.03K +100 +0.8%
MAWCM
1856
Mine & Arao Wealth Creation & Management
California
$790K +$776K +12,870 New
FFC
1857
First Financial Corp
Indiana
$784K +$47.5K +787 +7%
MCWS
1858
McKinley Carter Wealth Services
West Virginia
$780K -$4.89K -81 -0.6%
CCWA
1859
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$778K -$55.7K -923 -7%
MCA
1860
Mercer Capital Advisers
New Jersey
$777K -$2.71K -45 -0.4%
CC
1861
Cognios Capital
Kansas
$776K
OPCM
1862
Osborne Partners Capital Management
California
$776K +$67.4K +1,118 +10%
MIFH
1863
Migdal Insurance & Financial Holdings
Israel
$774K +$69.8K +1,157 +10%
WCG
1864
Weaver Consulting Group
California
$774K +$101K +1,668 +15%
DA
1865
Detalus Advisors
Missouri
$774K +$760K +12,598 New
FIB
1866
First Interstate Bank
Montana
$773K +$15.4K +255 +2%
PG
1867
Proffitt & Goodson
Tennessee
$771K +$1.21K +20 +0.2%
AF
1868
Affiance Financial
Minnesota
$769K
SIC
1869
SFE Investment Counsel
California
$763K -$20.5K -340 -3%
MWM
1870
Meridian Wealth Management
Kentucky
$763K +$50.4K +836 +7%
AIM
1871
Alhambra Investment Management
Florida
$762K +$749K +12,418 New
WAS
1872
Wealth Advisory Solutions
Indiana
$760K +$748K +12,396 New
SAM
1873
Security Asset Management
New York
$758K
PHK
1874
Point72 Hong Kong
Hong Kong
$758K +$698K +11,575 +1,494%
IRC
1875
Investors Research Corp
Georgia
$756K

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.