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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
SWM
2151
Selective Wealth Management
Virginia
$444K -$5.97K -99 -1%
SFSIG
2152
San Francisco Sentry Investment Group
California
$444K +$3.08K +51 +0.7%
IAP
2153
Indie Asset Partners
Indiana
$444K +$436K +7,229 New
KS
2154
Karpas Strategies
Connecticut
$443K
GCAC
2155
Guardian Capital Advisors (Canada)
Ontario, Canada
$443K +$9.05K +150 +2%
TI
2156
tru Independence
Oregon
$442K +$497K +8,234 New
BHWM
2157
Bay Harbor Wealth Management
Maryland
$441K +$19.2K +319 +5%
LB
2158
Legacy Bridge
Iowa
$441K +$80.8K +1,340 +23%
LRPA
2159
L. Roy Papp & Associates
Arizona
$438K +$10.6K +176 +3%
CP
2160
Cumberland Partners
Ontario, Canada
$436K +$36.5K +605 +9%
PFA
2161
Pettinga Financial Advisors
Indiana
$435K -$850K -14,086 -67%
GAM
2162
Gemmer Asset Management
California
$435K +$181 +3 +0%
RWM
2163
RKL Wealth Management
Pennsylvania
$435K +$1.51K +25 +0.4%
BMCM
2164
Bryn Mawr Capital Management
Pennsylvania
$435K +$12.2K +203 +3%
HFP
2165
Holistic Financial Partners
Indiana
$435K +$33.4K +553 +8%
TCWM
2166
Total Clarity Wealth Management
Illinois
$435K +$427K +7,082 New
TCM
2167
Tradewinds Capital Management
Washington
$432K +$42.6K +707 +11%
NPPM
2168
North Point Portfolio Managers
Ohio
$430K
MA
2169
MONECO Advisors
Connecticut
$430K +$21.3K +353 +5%
LWA
2170
Lineweaver Wealth Advisors
Ohio
$430K +$423K +7,006 New
BMC
2171
Benin Management Corp
Connecticut
$428K +$28.7K +475 +7%
HCM
2172
Hilton Capital Management
New York
$427K +$9.35K +155 +2%
MTC
2173
McDaniel Terry & Co
Texas
$427K +$54.2K +899 +15%
BOM
2174
Bank of Marin
California
$427K +$420K +6,962 New
FP
2175
Fiduciary Planning
Florida
$427K +$424K +7,029 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.