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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
22CM
2126
20/20 Capital Management
California
$460K +$467K +7,735 New
TF
2127
Trek Financial
Arizona
$459K -$341K -5,661 -43%
DW
2128
Domani Wealth
Pennsylvania
$459K -$2.29K -38 -0.5%
MWM
2129
Maltin Wealth Management
New Jersey
$459K +$451K +7,477 New
CFG
2130
CKW Financial Group
Hawaii
$458K
BWA
2131
Beam Wealth Advisors
Louisiana
$458K +$450K +7,455 New
RPC
2132
Rossmore Private Capital
Connecticut
$456K -$30.2K -500 -6%
MWM
2133
Mattern Wealth Management
Kansas
$456K +$448K +7,433 New
RAM
2134
Riggs Asset Management
Pennsylvania
$455K +$17.4K +288 +4%
PCMC
2135
Private Capital Management (Colorado)
Colorado
$453K
TC
2136
Trust Company
Kansas
$453K +$3.86K +64 +0.9%
TCM
2137
Traynor Capital Management
Pennsylvania
$452K -$37K -613 -8%
DE
2138
Day & Ennis
Georgia
$450K -$8.87K -147 -2%
JGIA
2139
Jackson Grant Investment Advisers
Connecticut
$450K +$1.39K +23 +0.3%
SCM
2140
Smith Capital Management
Arkansas
$450K +$10.6K +175 +2%
CFG
2141
Cooper Financial Group
California
$450K +$41.1K +681 +10%
SHWM
2142
Smith & Howard Wealth Management
Georgia
$449K +$97.7K +1,619 +28%
DIM
2143
Delta Investment Management
California
$449K +$188K +3,122 +74%
BFG
2144
Barber Financial Group
Kansas
$447K +$15K +248 +4%
LI
2145
Lafayette Investments
Maryland
$446K -$13.8K -228 -3%
FSC
2146
Full Sail Capital
Oklahoma
$446K +$52.4K +868 +13%
CPA
2147
Capital Planning Advisors
California
$445K -$27.3K -452 -6%
SFG
2148
StrategIQ Financial Group
Indiana
$445K +$33.7K +558 +8%
AWM
2149
Aberdeen Wealth Management
Illinois
$445K +$437K +7,253 New
VCM
2150
Vivaldi Capital Management
Illinois
$444K -$121K -2,010 -22%

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.