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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
SIG
2251
Sargent Investment Group
Maryland
$368K +$18.8K +311 +5%
FA
2252
Fiducient Advisors
Illinois
$367K
MC
2253
Miramar Capital
Illinois
$365K -$53.1K -880 -12%
AFA
2254
American Financial Advisors
Georgia
$365K +$41.8K +693 +13%
F
2255
F3Logic
Minnesota
$362K -$25.2K -418 -7%
AWCI
2256
Alpine Woods Capital Investors
New York
$362K
I
2257
INVST
Indiana
$361K -$1.57K -26 -0.4%
SCI
2258
Stableford Capital II
Arizona
$360K -$483 -8 -0.1%
BWA
2259
Burt Wealth Advisors
Maryland
$359K +$7.18K +119 +2%
GCP
2260
GSA Capital Partners
United Kingdom
$359K +$94.2K +1,561 +36%
MWM
2261
MinichMacGregor Wealth Management
New York
$357K -$136K -2,261 -28%
ML
2262
McAdam LLC
Pennsylvania
$357K -$11.8K -196 -3%
LTI
2263
Laffer Tengler Investments
Tennessee
$356K +$347K +5,754 +11,508%
NA
2264
Nottingham Advisors
New York
$356K
WFPG
2265
Waller Financial Planning Group
Ohio
$356K
SL
2266
Savior LLC
Massachusetts
$356K +$349K +5,791 New
OBWP
2267
O'Brien Wealth Partners
Massachusetts
$356K +$356K +5,906 New
JFA
2268
JNBA Financial Advisors
Minnesota
$355K +$48.2K +799 +16%
RWML
2269
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$354K +$121 +2 +0%
SWP
2270
Summit Wealth Partners
Florida
$352K +$346K +5,735 New
BCM
2271
Becker Capital Management
Oregon
$350K +$17.7K +293 +5%
SA
2272
Stewardship Advisors
Pennsylvania
$348K +$342K +5,668 New
TCM
2273
Tandem Capital Management
New Jersey
$347K +$341K +5,651 New
CFO
2274
CVA Family Office
Colorado
$346K +$340K +5,630 New
KPWG
2275
KFA Private Wealth Group
Virginia
$345K +$339K +5,617 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.