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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
HSWM
1926
Hubbell Strickland Wealth Management
Louisiana
$679K -$29.1K -482 -4%
WW
1927
Westshore Wealth
California
$676K +$664K +11,004 New
B
1928
Bridgeworth
Alabama
$675K -$125K -2,065 -16%
PAWC
1929
P.A.W. Capital
Connecticut
$675K -$60.3K -1,000 -8%
CA
1930
Capital Advantage
California
$675K +$27K +447 +4%
SW
1931
SlateStone Wealth
Florida
$674K +$294K +4,879 +80%
SDH
1932
Sloy Dahl & Holst
Washington
$674K +$663K +10,993 New
LWM
1933
Loveless Wealth Management
Montana
$673K +$672K +11,136 New
I2I
1934
Insight 2811 Inc
Illinois
$671K +$5.31K +88 +0.8%
NGA
1935
Naples Global Advisors
Florida
$671K +$45.2K +750 +7%
SAM
1936
Seelaus Asset Management
New Jersey
$669K -$194K -3,216 -23%
CCM
1937
Chilton Capital Management
Texas
$669K
CRC
1938
Curi RMB Capital
Illinois
$667K -$213K -3,533 -25%
ECM
1939
Elgethun Capital Management
South Dakota
$666K -$4.89K -81 -0.7%
PAS
1940
Partnervest Advisory Services
California
$665K -$110K -1,818 -14%
HIC
1941
Hartline Investment Corp
Illinois
$664K +$43.9K +727 +7%
PWS
1942
Paragon Wealth Strategies
Florida
$664K +$60.4K +1,001 +10%
PL
1943
Parthenon LLC
Kentucky
$662K +$1.99K +33 +0.3%
WI
1944
Wintrust Investments
Illinois
$662K +$52.7K +874 +9%
ACP
1945
Aveo Capital Partners
Colorado
$661K +$663 +11 +0.1%
HSA
1946
Hussman Strategic Advisors
Maryland
$660K -$2.44M -40,500 -79%
JPMIA
1947
J.P. Marvel Investment Advisors
Massachusetts
$659K
PFM
1948
Parsec Financial Management
North Carolina
$658K +$8.87K +147 +1%
NPF
1949
Norris Perne & French
Michigan
$654K -$6.03K -100 -0.9%
VCS
1950
Vaughan & Co Securities
New Jersey
$650K +$639K +10,593 New

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.