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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
DLHL
2051
Donald L. Hagan LLC
Florida
$533K +$844 +14 +0.2%
AIP
2052
Almanack Investment Partners
Pennsylvania
$532K -$51.6K -855 -9%
BOS
2053
Bingham Osborn & Scarborough
California
$531K -$6.21K -103 -1%
CNB
2054
Camden National Bank
Maine
$530K +$28K +465 +6%
SC
2055
SRB Corp
Massachusetts
$530K +$36.6K +606 +8%
FNBOH
2056
First National Bank of Hutchinson
Kansas
$530K +$74.5K +1,235 +17%
RTC
2057
Riverview Trust Company
Washington
$529K -$2.05K -34 -0.4%
BWCS
2058
Beirne Wealth Consulting Services
Connecticut
$528K -$148K -2,459 -22%
PWMG
2059
Prestige Wealth Management Group
New Jersey
$527K +$60 +1 +0%
CC
2060
Cypress Capital
Tennessee
$527K +$19.2K +319 +4%
RGC
2061
Roberts, Glore & Co
Illinois
$526K +$181K +3,000 +54%
BI
2062
Ballast Inc
Kentucky
$524K +$26.8K +445 +5%
AC
2063
Avestar Capital
New York
$524K +$71.4K +1,184 +16%
SWMG
2064
Strategic Wealth Management Group
Maryland
$524K +$123K +2,032 +31%
BFA
2065
Beacon Financial Advisory
Ohio
$523K +$514K +8,518 New
BMM
2066
Buffington Mohr McNeal
Idaho
$521K -$10.6K -175 -2%
GH
2067
GAM Holding
Switzerland
$518K -$3.06M -50,654 -86%
MC
2068
Miles Capital
Iowa
$518K -$13.3K -220 -3%
PWM
2069
Paulson Wealth Management
Illinois
$517K +$72.9K +1,209 +16%
HR
2070
Howe & Rusling
New York
$515K -$178K -2,954 -26%
GFS
2071
GYL Financial Synergies
Connecticut
$513K +$9.23K +153 +2%
RWM
2072
Ritholtz Wealth Management
New York
$513K +$10.5K +174 +2%
IFAM
2073
Institutional & Family Asset Management
Colorado
$513K +$71.2K +1,180 +16%
PCFFS
2074
Pacific Center for Financial Services
California
$511K -$32.4K -537 -6%
HIS
2075
Horizon Investment Services
Indiana
$511K -$6.63K -110 -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.