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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
CC
1901
Cedar Capital
Illinois
$720K +$16.9K +280 +2%
OEP
1902
Ocean Endowment Partners
Illinois
$720K +$707K +11,725 New
EAM
1903
Evanson Asset Management
California
$719K +$362 +6 +0.1%
NIM
1904
NuWave Investment Management
New Jersey
$719K +$49.3K +818 +8%
AWM
1905
Argent Wealth Management
Massachusetts
$718K +$706K +11,697 New
LIM
1906
Lathrop Investment Management
Arkansas
$715K
AAM
1907
AMI Asset Management
California
$715K +$44.4K +736 +7%
BAM
1908
Brave Asset Management
New Jersey
$714K
CHAM
1909
Clear Harbor Asset Management
Connecticut
$713K +$182K +3,020 +35%
SA
1910
Shilanski & Associates
Alaska
$711K -$12.7K -210 -2%
WCM
1911
Windsor Capital Management
Arizona
$709K +$34.4K +571 +5%
SDWIA
1912
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$708K
RPWA
1913
Regent Peak Wealth Advisors
Georgia
$707K +$695K +11,524 New
SIM
1914
Stratos Investment Management
Ohio
$704K +$452K +7,501 +189%
SFWA
1915
Summit Financial Wealth Advisors
Louisiana
$702K -$66.1K -1,096 -9%
KA
1916
KLCM Advisors
Wisconsin
$695K -$13K -215 -2%
CAN
1917
Claraphi Advisory Network
United States
$695K +$19.4K +321 +3%
LF
1918
LifeSteps Financial
California
$695K +$683K +11,317 New
TCMG
1919
TSP Capital Management Group
New Jersey
$691K
W
1920
WealthOne
New York
$686K -$178K -2,943 -21%
QT
1921
Quantbot Technologies
New York
$686K +$674K +11,180 New
FCFC
1922
First Citizens Financial Corp
Iowa
$684K +$672K +11,133 New
RHDIC
1923
R.H. Dinel Investment Counsel
California
$682K
CMBA
1924
C.M. Bidwell & Associates
Hawaii
$681K -$267K -4,425 -29%
PFBT
1925
Parkside Financial Bank & Trust
Missouri
$680K -$25.5K -423 -4%

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.