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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
GLR
2076
Great Lakes Retirement
Ohio
$511K +$503K +8,339 New
MGWM
2077
Marks Group Wealth Management
Minnesota
$510K +$501K +8,300 New
IC
2078
Investment Counsel
Michigan
$508K
CFS
2079
CRA Financial Services
New Jersey
$508K +$30.6K +507 +7%
SMFS
2080
Squar Milner Financial Services
California
$507K -$190K -3,151 -28%
LAS
2081
Lloyd Advisory Services
Georgia
$507K +$498K +8,262 New
RSWM
2082
Robertson Stephens Wealth Management
California
$502K -$451K -7,480 -48%
WCM
2083
WealthBridge Capital Management
Ohio
$501K -$3.14K -52 -0.6%
LWP
2084
Legacy Wealth Planning
Nevada
$499K +$490K +8,130 New
RSC
2085
Red Spruce Capital
Pennsylvania
$498K +$490K +8,118 New
HS
2086
Haafor (Singapore)
Singapore
$497K +$488K +8,094 New
AIM
2087
Axiom Investment Management
New York
$496K -$156K -2,594 -24%
SBWIC
2088
Schaper Benz & Wise Investment Counsel
Wisconsin
$496K -$12.6K -209 -3%
MG
2089
Mather Group
Illinois
$494K +$485K +8,042 New
CCM
2090
Canal Capital Management
Virginia
$492K
NEPPG
2091
New England Professional Planning Group
Rhode Island
$492K +$480K +7,962 New
PWAG
2092
Polaris Wealth Advisory Group
California
$491K -$49K -812 -9%
ACM
2093
Ativo Capital Management
Illinois
$489K -$121 -2 -0%
CIC
2094
Chase Investment Counsel
Virginia
$488K -$7.06K -117 -1%
RP
2095
Rowlandmiller & Partners
Georgia
$488K +$4.95K +82 +1%
SPP
2096
Single Point Partners
Massachusetts
$487K +$478K +7,932 New
QPWM
2097
Quadrant Private Wealth Management
Pennsylvania
$486K +$12.6K +209 +3%
EP
2098
Edgestream Partners
New Jersey
$486K +$477K +7,910 New
WC
2099
Weil Company
California
$485K -$10.1K -167 -2%
ISWM
2100
Independent Solutions Wealth Management
New York
$485K +$476K +7,893 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.