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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
VCM
2201
Vigilant Capital Management
Maine
$409K +$77.4K +1,284 +24%
SM
2202
Sciencast Management
New Jersey
$408K -$241K -4,000 -37%
ECM
2203
Exchange Capital Management
Michigan
$407K -$5.91K -98 -1%
ACM
2204
Alethea Capital Management
Washington
$407K
TNA
2205
True North Advisors
Texas
$407K +$400K +6,632 New
RIM
2206
Redwood Investment Management
Arizona
$405K +$73.3K +1,216 +23%
ECA
2207
Elevated Capital Advisors
Utah
$405K +$398K +6,598 New
OWP
2208
Obermeyer Wealth Partners
Colorado
$404K
LA
2209
Legacy Advisors
Pennsylvania
$404K +$1.93K +32 +0.5%
M
2210
Mirova
France
$404K +$137K +2,277 +53%
HHGA
2211
Halbert Hargrove Global Advisors
California
$403K -$82K -1,359 -17%
PCMC
2212
Paragon Capital Management (Colorado)
Colorado
$403K -$6.88K -114 -2%
AWM
2213
Aries Wealth Management
Maine
$403K
TAM
2214
Townsend Asset Management
North Carolina
$403K +$396K +6,565 New
BFA
2215
Brendel Financial Advisors
New Hampshire
$402K +$44.6K +740 +13%
JC
2216
Jentner Corp
Ohio
$401K
WA
2217
Wealth Advisors
California
$401K +$417K +6,920 New
KP
2218
Keel Point
Alabama
$400K -$9.47K -157 -2%
JHP
2219
James Hambro & Partners
United Kingdom
$399K +$56.8K +942 +17%
ER
2220
Enlightenment Research
Florida
$399K +$392K +6,500 New
CIAS
2221
CBIZ Investment Advisory Services
Ohio
$398K
TPW
2222
Tiller Private Wealth
Pennsylvania
$395K +$124K +2,055 +47%
VCM
2223
Versant Capital Management
Arizona
$393K -$30.9K -512 -7%
PP
2224
PDS Planning
Ohio
$393K -$5.19K -86 -1%
CF
2225
Corrigan Financial
Rhode Island
$392K +$9.17K +152 +2%

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.