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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
WC
1876
Whitnell & Co
Illinois
$755K -$18.1K -300 -2%
VAM
1877
Verity Asset Management
North Carolina
$754K +$4.52K +75 +0.6%
TL
1878
TrueWealth LLC
Georgia
$752K -$129K -2,136 -15%
AAP
1879
Arax Advisory Partners
Colorado
$751K +$1.15K +19 +0.2%
BCA
1880
Bray Capital Advisors
Florida
$749K -$17.6K -291 -2%
PA
1881
Procyon Advisors
Connecticut
$749K +$736K +12,199 New
GLI
1882
Guardian Life Insurance
New York
$748K +$4.52K +75 +0.6%
CFD
1883
Creative Financial Designs
Indiana
$747K +$708K +11,737 +2,386%
TCM
1884
Teza Capital Management
Illinois
$747K +$734K +12,165 New
APC
1885
Aspire Private Capital
North Carolina
$745K +$15.8K +262 +2%
S
1886
SimplyRich
California
$742K
CA
1887
Continuum Advisory
Idaho
$738K -$44K -730 -6%
ICM
1888
Islay Capital Management
Texas
$738K +$725K +12,023 New
AWA
1889
Arkadios Wealth Advisors
Georgia
$737K +$758K +12,570 New
CBFP
1890
Cedar Brook Financial Partners
Ohio
$736K +$39.8K +660 +6%
APG
1891
Abacus Planning Group
South Carolina
$733K -$40.7K -675 -5%
GCMG
1892
Gyroscope Capital Management Group
Florida
$733K +$32.9K +546 +5%
SAM
1893
Symphony Asset Management
California
$728K -$94.2K -1,561 -12%
SAM
1894
Summit Asset Management
Tennessee
$728K -$22K -364 -3%
SIM
1895
SSI Investment Management
California
$725K -$3.62K -60 -0.5%
SRC
1896
Shufro Rose & Co
New York
$724K -$26.2K -434 -4%
SIC
1897
Samalin Investment Counsel
New York
$723K +$711K +11,788 New
TSS
1898
Two Sigma Securities
New York
$722K +$330K +5,466 +87%
AI
1899
Accredited Investors
Minnesota
$721K +$94.8K +1,572 +15%
VA
1900
Valmark Advisers
Ohio
$720K -$45.7K -757 -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.