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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
RAM
1976
Redmond Asset Management
Virginia
$618K +$608K +10,079 New
PCTC
1977
Perkins Coie Trust Company
Washington
$617K -$125K -2,075 -17%
FC
1978
Financial Consulate
Maryland
$617K +$78.1K +1,294 +15%
PIA
1979
Perennial Investment Advisors
California
$617K +$606K +10,050 New
ACM
1980
Ayrshire Capital Management
Connecticut
$615K +$604K +10,009 New
WA
1981
Wealth Architects
California
$614K -$89.3K -1,480 -13%
HIM
1982
Hotaling Investment Management
Pennsylvania
$614K
TH
1983
Timber Hill
Connecticut
$614K +$603K +10,000 New
MCM
1984
McRae Capital Management
New Jersey
$613K +$71.7K +1,188 +14%
CNAM
1985
Campbell Newman Asset Management
Wisconsin
$612K
PFC
1986
Phocas Financial Corp
California
$612K
CS
1987
Capital Square
Tennessee
$606K +$596K +9,875 New
LC
1988
Lindbrook Capital
California
$605K +$23K +382 +4%
AMC
1989
Asset Management Corp
Illinois
$603K +$592K +9,815 New
AFC
1990
AFT Forsyth & Company
Florida
$602K
FWM
1991
Foresight Wealth Management
Utah
$601K +$422 +7 +0.1%
SAG
1992
Spotlight Asset Group
Illinois
$601K +$631K +10,461 New
BCA
1993
Berman Capital Advisors
Georgia
$600K +$131K +2,173 +28%
BA
1994
Ballast Advisors
Minnesota
$600K +$589K +9,766 New
HWM
1995
Howard Wealth Management
Connecticut
$600K +$590K +9,774 New
SIC
1996
Shoker Investment Counsel
Ohio
$596K +$483 +8 +0.1%
IF
1997
IRON Financial
Illinois
$596K +$38.1K +632 +7%
ORI
1998
Oak Ridge Investments
Illinois
$594K -$7.42K -123 -1%
HCA
1999
Harbour Capital Advisors
Virginia
$593K -$2.71K -45 -0.5%
AWA
2000
Acorn Wealth Advisors
Michigan
$593K +$6.45K +107 +1%

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.