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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
AWM
2026
Atticus Wealth Management
Florida
$566K +$556K +9,216 New
GC
2027
Gilbert & Cook
Iowa
$564K -$663 -11 -0.1%
JIP
2028
Jaffetilchin Investment Partners
Florida
$564K +$22.6K +375 +4%
RICHC
2029
Renaissance Investment Consultants Holding Company
Pennsylvania
$564K +$556K +9,216 New
ACM
2030
Adalta Capital Management
New York
$563K -$37K -614 -6%
DIM
2031
DC Investments Management
Virginia
$563K -$11K -182 -2%
CWM
2032
Campbell Wealth Management
Virginia
$563K +$34.3K +568 +7%
CSPIA
2033
Cary Street Partners Investment Advisory
Virginia
$563K +$553K +9,173 New
PMFA
2034
Plante Moran Financial Advisors
Michigan
$561K +$38.4K +636 +7%
MWPCG
2035
Measured Wealth Private Client Group
New Hampshire
$560K -$108K -1,798 -16%
C
2036
Cerebellum
California
$560K +$106K +1,760 +24%
MA
2037
Modus Advisors
Minnesota
$559K +$549K +9,104 New
MA
2038
MCF Advisors
Kentucky
$556K +$13.8K +229 +3%
RHBC
2039
R.H. Bluestein & Co
Michigan
$556K +$546K +9,060 New
BA
2040
Bristlecone Advisors
Washington
$553K +$543K +9,009 New
CIM
2041
Chapman Investment Management
California
$551K +$542K +8,979 New
HH
2042
HWG Holdings
Texas
$549K +$49.8K +826 +10%
PA
2043
PSI Advisors
Florida
$548K +$539K +8,939 New
NEIRG
2044
New England Investment & Retirement Group
Massachusetts
$547K -$39.4K -653 -7%
CWM
2045
Confluence Wealth Management
Oregon
$542K
TI
2046
Tidal Investments
Wisconsin
$542K +$82.5K +1,368 +18%
WG
2047
Watchman Group
Texas
$540K +$531K +8,801 New
KFA
2048
Krane Funds Advisors
New York
$534K -$12.9K -214 -2%
RC
2049
Reik & Co
New York
$534K
KF
2050
Krilogy Financial
Missouri
$534K +$13.3K +220 +3%

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.