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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
GD
2176
Grandfield & Dodd
New York
$426K +$10.1K +168 +2%
SRC
2177
Sage Rhino Capital
California
$426K +$12.4K +205 +3%
HWMG
2178
Hurlow Wealth Management Group
Indiana
$426K +$55K +911 +14%
BFC
2179
Bedel Financial Consulting
Indiana
$425K +$4.52K +75 +1%
PAG
2180
Pinnacle Advisory Group
Maryland
$425K +$10.3K +171 +3%
HIIFS
2181
Harel Insurance Investments & Financial Services
Israel
$424K +$13.2K +219 +3%
Fiera Capital (Canada)
2182
Fiera Capital (Canada)
Quebec, Canada
$424K +$121K +2,001 +41%
MW
2183
Marcum Wealth
Ohio
$423K +$416K +6,894 New
SBL
2184
Sargent Bickham Lagudis
Colorado
$422K +$82.6K +1,369 +25%
FSCM
2185
Front Street Capital Management
Montana
$421K -$11K -183 -3%
MAM
2186
Marotta Asset Management
Virginia
$420K +$437K +7,240 New
AIA
2187
AIMZ Investment Advisors
California
$418K -$6.03K -100 -1%
HCM
2188
Huber Capital Management
California
$418K
JF
2189
JSF Financial
California
$417K
WAG
2190
Winthrop Advisory Group
Massachusetts
$417K +$59K +978 +17%
BCM
2191
Buckhead Capital Management
Georgia
$416K -$52.1K -863 -11%
PBO
2192
Peoples Bank (Ohio)
Ohio
$416K -$15.1K -250 -4%
MFW
2193
Mosaic Family Wealth
Missouri
$413K -$58.8K -974 -13%
CCM
2194
Carlson Capital Management
Minnesota
$412K +$119K +1,967 +41%
AF
2195
AtlasMark Financial
Texas
$412K
PGWM
2196
Parisi Gray Wealth Management
New Jersey
$411K -$2.9K -48 -0.7%
DI
2197
Diligent Investors
California
$411K +$12.2K +202 +3%
MCIA
2198
Mountain Capital Investment Advisors
Colorado
$410K -$193K -3,194 -32%
VSWA
2199
Vontobel Swiss Wealth Advisors
Switzerland
$410K -$6.03K -100 -1%
HGWM
2200
Harvest Group Wealth Management
Massachusetts
$409K -$20.6K -342 -5%

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.