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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
BWFA
2301
Baltimore-Washington Financial Advisors
Maryland
$324K +$54.4K +902 +21%
MSU
2302
Mizuho Securities USA
New York
$324K +$318K +5,270 New
WWM
2303
WT Wealth Management
Arizona
$323K +$19.6K +325 +7%
GIP
2304
Greatmark Investment Partners
Georgia
$321K -$6.03K -100 -2%
BRC
2305
Bell Rock Capital
Delaware
$321K +$1.93K +32 +0.6%
FCM
2306
Firestone Capital Management
Florida
$321K +$315K +5,224 New
FTI
2307
Fiduciary Trust International
Massachusetts
$320K +$121 +2 +0%
CG
2308
Corundum Group
Colorado
$320K +$68K +1,127 +28%
MAA
2309
Mraz Amerine & Associates
California
$319K
ACM
2310
AUA Capital Management
Pennsylvania
$318K -$141K -2,334 -31%
OLA
2311
Oliver Luxxe Assets
New Jersey
$318K +$49K +812 +19%
GPWA
2312
Great Point Wealth Advisors
Massachusetts
$317K
PGA
2313
Portland Global Advisors
Maine
$317K
PG
2314
Prostatis Group
Maryland
$316K +$311K +5,149 New
CA
2315
Callahan Advisors
Texas
$316K +$5.01K +83 +2%
EWM
2316
EPG Wealth Management
Georgia
$315K +$310K +5,138 New
GAG
2317
GM Advisory Group
New York
$314K -$345K -5,723 -53%
CA
2318
Corrado Advisors
New Jersey
$314K -$20.1K -334 -6%
ACP
2319
Aviance Capital Partners
Florida
$314K +$45.7K +757 +17%
EI
2320
Ellevest Inc
New York
$314K +$73.2K +1,214 +31%
AFG
2321
Affinia Financial Group
Massachusetts
$314K +$308K +5,112 New
WHG
2322
Westwood Holdings Group
Texas
$312K -$764K -12,665 -71%
BCM
2323
Beck Capital Management
Texas
$312K -$10.6K -176 -3%
SAM
2324
Shikiar Asset Management
New York
$311K +$16.8K +278 +6%
HFA
2325
Huber Financial Advisors
Illinois
$310K +$2.11K +35 +0.7%

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.