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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
PPCM
2326
Pillar Pacific Capital Management
California
$309K
BWP
2327
BSW Wealth Partners
Colorado
$309K +$50.2K +832 +20%
BO
2328
BRR OpCo
Ohio
$308K -$27.6K -458 -8%
HS
2329
HighVista Strategies
Massachusetts
$307K -$205K -3,400 -40%
SSW
2330
Smith Shellnut Wilson
Mississippi
$306K
HCMNY
2331
Howard Capital Management (New York)
New York
$305K
SPI
2332
Santori & Peters Inc
Pennsylvania
$305K +$2.11K +35 +0.7%
MCM
2333
Magnolia Capital Management
New York
$304K +$299K +4,950 New
NWA
2334
New World Advisors
Massachusetts
$303K
AF
2335
Apexium Financial
Texas
$303K +$298K +4,936 New
HIS
2336
Harvest Investment Services
Illinois
$302K -$30.6K -507 -9%
DIA
2337
Davidson Investment Advisors
Montana
$302K
BWM
2338
BT Wealth Management
Georgia
$301K +$60 +1 +0%
IA
2339
IFG Advisors
Missouri
$299K +$181 +3 +0.1%
Rafferty Asset Management
2340
Rafferty Asset Management
New York
$296K -$113K -1,875 -28%
AWM
2341
Arbor Wealth Management
Florida
$295K +$30.2K +501 +12%
RA
2342
Rational Advisors
New York
$294K -$3.38K -56 -1%
OBGC
2343
O'Brien Greene & Co
Pennsylvania
$294K
MAS
2344
Managed Account Services
Florida
$291K +$60 +1 +0%
CFW
2345
CA Family Wealth
California
$291K +$286K +4,747 New
LA
2346
Lau Associates
Delaware
$289K -$6.03K -100 -2%
TVAMP
2347
Tennessee Valley Asset Management Partners
Tennessee
$288K +$5.31K +88 +2%
CG
2348
Cynosure Group
Utah
$287K
SLA
2349
Silver Lake Advisory
Utah
$287K +$422 +7 +0.1%
1W
2350
1776 Wealth
Georgia
$287K +$282K +4,679 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.