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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
VFP
2226
Verus Financial Partners
Virginia
$390K -$9.59K -159 -2%
MMM
2227
Mendel Money Management
Illinois
$390K
PIA
2228
Powell Investment Advisors
Florida
$390K +$383K +6,357 New
CCM
2229
Condor Capital Management
New Jersey
$387K -$5.31K -88 -1%
LIA
2230
LBMC Investment Advisors
Tennessee
$386K -$313K -5,196 -45%
SA
2231
Sicart Associates
New York
$386K -$8.93K -148 -2%
BBWA
2232
Bell & Brown Wealth Advisors
California
$385K -$95.5K -1,584 -20%
MPW
2233
Monterey Private Wealth
California
$385K +$378K +6,273 New
GWM
2234
GSB Wealth Management
Connecticut
$384K
CWC
2235
Carolinas Wealth Consulting
North Carolina
$383K +$383K +6,349 New
ZCM
2236
Zebra Capital Management
Connecticut
$382K +$62.1K +1,029 +20%
PCM
2237
Poehling Capital Management
Wisconsin
$381K +$7.84K +130 +2%
SCM
2238
Stellar Capital Management
Arizona
$380K
SFG
2239
Sunburst Financial Group
Alabama
$379K +$372K +6,168 New
TW
2240
Towerpoint Wealth
California
$378K +$8.63K +143 +2%
GAB
2241
German American Bancorp
Indiana
$377K
HFA
2242
High Falls Advisors
New York
$377K +$844 +14 +0.2%
STA
2243
Summit Trail Advisors
New York
$375K -$247K -4,090 -40%
NRI
2244
NFP Retirement Inc
California
$374K +$369K +6,112 New
SPC
2245
Stewart & Patten Company
California
$374K -$12.4K -205 -3%
CCA
2246
Column Capital Advisors
Indiana
$374K +$368K +6,100 New
AA
2247
Aufman Associates
Pennsylvania
$373K +$366K +6,072 New
HP
2248
HT Partners
Connecticut
$372K
JCM
2249
Jag Capital Management
Missouri
$372K +$45.4K +752 +14%
PAM
2250
Peak Asset Management
Colorado
$371K +$30.9K +513 +9%

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.