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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
ANTB
2351
AMG National Trust Bank
Colorado
$286K -$39.8K -660 -12%
KLI
2352
Kelman-Lazarov Inc
Tennessee
$286K
WAM
2353
Winslow Asset Management
Ohio
$286K
RWA
2354
Redhawk Wealth Advisors
Minnesota
$286K +$21.4K +355 +8%
MAP
2355
Milestone Advisory Partners
North Carolina
$285K
NCM
2356
Noesis Capital Mangement
Florida
$285K +$5.19K +86 +2%
XSC
2357
X-Square Capital
Puerto Rico
$285K +$15.4K +256 +6%
WIA
2358
World Investment Advisors
California
$284K -$49.3K -818 -15%
LIM
2359
Loudon Investment Management
New Hampshire
$284K
TFGT
2360
TS Financial Group (TSFG)
Illinois
$283K +$362 +6 +0.1%
SCM
2361
Silvant Capital Management
Georgia
$282K
CWM
2362
Chronos Wealth Management
Florida
$282K +$277K +4,596 New
VVP
2363
Venture Visionary Partners
Ohio
$282K +$277K +4,596 New
CP
2364
Camelot Portfolios
Ohio
$281K -$241 -4 -0.1%
W
2365
Wealthquest
Ohio
$281K +$23.1K +383 +9%
FWM
2366
FSA Wealth Management
Massachusetts
$281K +$276K +4,572 New
GSWM
2367
Golden State Wealth Management
California
$279K -$639K -10,586 -70%
TIM
2368
Total Investment Management
Arizona
$279K +$663 +11 +0.2%
CCFM
2369
Clear Creek Financial Management
Washington
$279K +$12.1K +200 +4%
TF
2370
TRH Financial
Iowa
$279K +$282K +4,683 New
UWM
2371
USAdvisors Wealth Management
Minnesota
$278K -$14.8K -245 -5%
RVPG
2372
Relative Value Partners Group
$278K
RHP
2373
Royal Harbor Partners
Texas
$278K +$273K +4,532 New
RW
2374
REDW Wealth
New Mexico
$277K +$121 +2 +0%
EPP
2375
ETF Portfolio Partners
Kansas
$276K

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.