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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
BAM
1951
Boyar Asset Management
New York
$648K -$32.9K -545 -5%
HTHT
1952
Hemenway Trust Hemenway Trust
New Hampshire
$647K -$18.1K -300 -3%
OFW
1953
Omnia Family Wealth
Florida
$645K +$163K +2,707 +35%
IFG
1954
Investors Financial Group
Minnesota
$645K +$633K +10,497 New
BFC
1955
Blue Fin Capital
Rhode Island
$644K +$13.6K +225 +2%
SAA
1956
Southeast Asset Advisors
Georgia
$642K +$1.27K +21 +0.2%
FWM
1957
Focused Wealth Management
New York
$640K -$245K -4,055 -28%
NAS
1958
Nicolet Advisory Services
Wisconsin
$640K -$25.6K -425 -4%
NCM
1959
Northside Capital Management
Oregon
$639K
GG
1960
GenWealth Group
New Jersey
$638K +$2.65K +44 +0.4%
MLFP
1961
MPS Loria Financial Planners
Illinois
$638K +$5.01K +83 +0.8%
MWC
1962
MBM Wealth Consultants
Missouri
$637K -$6.33K -105 -1%
ACG
1963
Allen Capital Group
Nebraska
$635K +$34.4K +571 +6%
Simplex Trading
1964
Simplex Trading
Illinois
$635K +$624K +10,349 New
WIA
1965
Westbourne Investment Advisors
Maryland
$634K
KWA
1966
KCS Wealth Advisory
California
$633K -$6.09K -101 -1%
GWS
1967
Glassman Wealth Services
Virginia
$632K +$46.1K +764 +8%
ATWA
1968
Arbor Trust Wealth Advisors
Michigan
$632K +$621K +10,299 New
EIA
1969
Eldridge Investment Advisors
New Hampshire
$631K +$52.2K +865 +9%
CF
1970
Copperwynd Financial
Arizona
$628K +$18.3K +304 +3%
SFG
1971
Sowa Financial Group
Rhode Island
$627K +$616K +10,216 New
PIA
1972
Pinion Investment Advisors
Kansas
$626K +$23.3K +386 +4%
AWE
1973
Avidian Wealth Enterprises
Texas
$625K +$258K +4,276 +72%
CCG
1974
Chatham Capital Group
Georgia
$624K +$71K +1,177 +13%
GBBWRPM
1975
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$618K -$31.9K -529 -5%

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.