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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
SAM
2376
SP Asset Management
California
$276K +$905 +15 +0.3%
JGUA
2377
John G. Ullman & Associates
New York
$274K +$7.3K +121 +3%
SFA
2378
Stewardship Financial Advisors
Georgia
$274K +$269K +4,460 New
PCMK
2379
Paragon Capital Management (Kansas)
Kansas
$273K +$23.9K +397 +10%
BSAM
2380
Blue Sky Asset Management
Colorado
$272K +$267K +4,429 New
SCM
2381
Stonehearth Capital Management
Massachusetts
$271K +$66.2K +1,098 +33%
BCA
2382
Biltmore Capital Advisors
New Jersey
$270K -$12.4K -206 -4%
DDPIC
2383
Deroy & Devereaux Private Investment Counsel
Michigan
$270K
SAM
2384
Smithbridge Asset Management
Pennsylvania
$269K
MPW
2385
MA Private Wealth
California
$269K +$30.8K +511 +13%
XS
2386
XR Securities
Illinois
$269K +$264K +4,379 New
FRM
2387
Fox Run Management
Connecticut
$268K -$149K -2,471 -36%
IMOV
2388
Investment Management of Virginia
Virginia
$268K
LFA
2389
Lighthouse Financial Advisors
Maryland
$268K +$264K +4,371 New
WAM
2390
Wakefield Asset Management
Colorado
$266K +$35.9K +595 +16%
UTC
2391
Unified Trust Company
Kentucky
$266K +$38.2K +634 +17%
ME
2392
McIlrath & Eck
Washington
$266K +$116K +1,927 +80%
CAL
2393
Capital Analysts LLC
Pennsylvania
$265K -$4.64K -77 -2%
AIM
2394
AIA Investment Management
Singapore
$265K +$67.9K +1,125 +35%
NFG
2395
Norris Financial Group
South Carolina
$264K +$260K +4,305 New
IP
2396
Isthmus Partners
Wisconsin
$264K -$24.4K -405 -9%
MWM
2397
Minot Wealth Management
Massachusetts
$264K +$263K +4,362 New
VBFP
2398
Valtinson Bruner Financial Planning
Minnesota
$263K -$3.62K -60 -1%
PFA
2399
Pathway Financial Advisors
Vermont
$263K +$263K +4,366 New
EGWAG
2400
Elwood & Goetz Wealth Advisory Group
Georgia
$262K -$2.29K -38 -0.9%

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.