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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
HT
2001
Heritage Trust
Oklahoma
$593K +$91.4K +1,516 +19%
GCM
2002
Grisanti Capital Management
New York
$592K
DCM
2003
Dimension Capital Management
Florida
$591K
GAM
2004
Garrison Asset Management
Arkansas
$590K
PFM
2005
Peak Financial Management
Massachusetts
$589K
CRWM
2006
Castle Rock Wealth Management
California
$588K +$23K +381 +4%
ACM
2007
AlphaStar Capital Management
North Carolina
$587K -$5.13K -85 -0.9%
JLBC
2008
J.L. Bainbridge & Co
Florida
$587K +$57.5K +954 +11%
CFA
2009
Capstone Financial Advisors
Illinois
$584K +$2.17K +36 +0.4%
MCA
2010
Magnolia Capital Advisors
Mississippi
$584K +$574K +9,511 New
WDL
2011
Well Done LLC
Michigan
$583K -$31.3K -519 -5%
CPC
2012
Cookson Peirce & Co
Pennsylvania
$580K -$26.4K -437 -4%
EWM
2013
Endurance Wealth Management
Rhode Island
$577K
MFW
2014
Meristem Family Wealth
Minnesota
$575K +$81.9K +1,358 +17%
EA
2015
Emerald Advisors
Washington
$575K +$579K +9,603 New
PFA
2016
Paradigm Financial Advisors
Missouri
$573K +$14.5K +240 +3%
BBA
2017
Braun-Bostich & Associates
Pennsylvania
$572K +$37.6K +623 +7%
TC
2018
Tatro Capital
Kentucky
$571K +$561K +9,302 New
BPA
2019
Beacon Pointe Advisors
California
$569K -$99.6K -1,652 -15%
VF
2020
Virtu Financial
New York
$568K -$3.31M -54,934 -86%
FI
2021
Fosun International
China
$568K +$98.3K +1,630 +21%
SCA
2022
Stillwater Capital Advisors
Pennsylvania
$568K +$339K +5,624 +155%
WB
2023
West Bancorporation
Iowa
$568K +$558K +9,248 New
KM
2024
Kalos Management
Georgia
$568K +$562K +9,321 New
ACM
2025
Anfield Capital Management
California
$568K +$579K +9,593 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.