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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
PCM
2276
Perritt Capital Management
Illinois
$343K
AWC
2277
Abundance Wealth Counselors
Pennsylvania
$343K +$45.2K +750 +16%
AMM
2278
American Money Management
California
$342K
TCM
2279
Towercrest Capital Management
Pennsylvania
$341K +$70.2K +1,164 +27%
SIS
2280
Sound Income Strategies
Florida
$340K +$112K +1,861 +51%
PP
2281
Pacifica Partners
Canada
$340K +$334K +5,537 New
PO
2282
Private Ocean
California
$339K -$29.5K -489 -8%
AAM
2283
Aureus Asset Management
Massachusetts
$339K +$241 +4 +0.1%
Dodge & Cox
2284
Dodge & Cox
California
$338K
DCM
2285
Driehaus Capital Management
Illinois
$338K +$332K +5,501 New
RWRC
2286
R.W. Roge & Company
New York
$338K +$338K +5,603 New
FFS
2287
Founders Financial Securities
Maryland
$337K +$58.1K +963 +21%
AAMC
2288
Asset Allocation & Management Company
Illinois
$337K +$331K +5,493 New
RIS
2289
Retirement Income Solutions
Michigan
$336K -$42.9K -711 -11%
WIC
2290
Whitegate Investment Counselors
New Hampshire
$336K -$9.35K -155 -3%
NED
2291
Nancy E. Dempze
$336K
NAM
2292
North American Management
Massachusetts
$336K
BFG
2293
Bouchey Financial Group
New York
$336K +$5.31K +88 +2%
KCM
2294
Kendall Capital Management
Maryland
$336K +$34.7K +575 +12%
RZH
2295
Relyea Zuckerberg Hanson
Connecticut
$336K +$330K +5,470 New
FC
2296
Fusion Capital
South Carolina
$336K +$331K +5,480 New
LF
2297
Lee Financial
Texas
$335K -$37.3K -619 -10%
APW
2298
Acima Private Wealth
Virginia
$328K
SFG
2299
Sather Financial Group
Texas
$326K +$18.9K +314 +6%
WLIM
2300
White Lighthouse Investment Management
Massachusetts
$324K

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.