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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
LBD
2101
Landsberg Bennett & Dubbaneh
Florida
$483K +$54.7K +907 +13%
KLCM
2102
KG&L Capital Management
Louisiana
$483K +$101K +1,678 +27%
CWM
2103
Connecticut Wealth Management
Connecticut
$482K +$6.33K +105 +1%
PCP
2104
Proficio Capital Partners
Massachusetts
$481K +$89.2K +1,478 +23%
FBP
2105
Flippin Bruce & Porter
Virginia
$480K
Financial Engines Advisors
2106
Financial Engines Advisors
California
$479K +$67.1K +1,112 +17%
CS
2107
Cannell & Spears
New York
$478K +$82.7K +1,371 +21%
VFM
2108
Vivid Financial Management
California
$478K +$481K +7,978 New
CA
2109
Cambridge Advisors
Nebraska
$475K +$784 +13 +0.2%
LWM
2110
Liberty Wealth Management
California
$475K +$146K +2,424 +46%
GFPC
2111
Global Financial Private Client
Florida
$475K +$466K +7,729 New
NAM
2112
NorthCoast Asset Management
Connecticut
$474K +$10.5K +174 +2%
WAS
2113
Winch Advisory Services
Wisconsin
$474K +$20.5K +340 +5%
CWA
2114
Carolina Wealth Advisors
South Carolina
$472K +$464K +7,693 New
FNBSF
2115
First National Bank Sioux Falls
South Dakota
$471K +$77.2K +1,280 +20%
CG
2116
CFO4Life Group
Texas
$470K +$10.4K +173 +2%
LC
2117
Landaas & Company
Wisconsin
$470K +$182K +3,020 +65%
OCM
2118
One Capital Management
California
$469K -$37.6K -624 -8%
AMCA
2119
Arthur M. Cohen & Associates
Illinois
$468K
ECM
2120
EagleClaw Capital Management
Massachusetts
$466K -$82K -1,360 -15%
CIA
2121
Compass Ion Advisors
Pennsylvania
$466K +$458K +7,588 New
FC
2122
Fulcrum Capital
Washington
$464K
SRSA
2123
S.R. Schill & Associates
Washington
$461K
JWA
2124
JFS Wealth Advisors
Pennsylvania
$461K +$4.52K +75 +1%
TFO
2125
Tarbox Family Office
California
$461K +$93.6K +1,552 +26%

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.